Portside Wealth Group
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Portside Wealth Group’s Solaris Energy Infrastructure SEI Stock Holding History

Portside Wealth Group’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$370K Buy
5,203
+122
+2% +$7.43K 0.04% 360
2026
Q2 		$409K Buy
+5,081
New +$363K 0.05% 341

Other funds holding SEI

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Portside Wealth Group's SEI Position: Q3 2026 in Review

Portside Wealth Group increased its Solaris Energy Infrastructure (SEI) stake by 2.4% in Q3 2026, buying an estimated $7.43K and bringing the position to 5,203 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #360.

Portside Wealth Group first reported a position in SEI in Q2 2026 and has held it in 2 quarters since. The position peaked at $409K in Q2 2026. 196 funds tracked by Wall St. Rank hold SEI as of Q3 2026.

  • Portside Wealth Group held 5,203 shares of Solaris Energy Infrastructure worth $370K as of Q3 2026.
  • Portside Wealth Group bought 122 Solaris Energy Infrastructure shares in Q3 2026, an estimated $7.43K.
  • Solaris Energy Infrastructure made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #360 holding.
  • Portside Wealth Group first reported a position in Solaris Energy Infrastructure in Q2 2026 and has held it in 2 quarters since.
  • Portside Wealth Group's Solaris Energy Infrastructure position peaked at $409K in Q2 2026.
  • 196 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.