TPCW
SEI

TD Private Client Wealth’s Solaris Energy Infrastructure SEI Stock Holding History

TD Private Client Wealth’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
2025
Q2 		– Sell
-16
Closed -$348 – 1533
2025
Q1 		$348 Buy
+16
New +$444 ﹤0.01% 1355

Other funds holding SEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

TD Private Client Wealth's SEI Position: Q2 2025 in Review

TD Private Client Wealth sold out of Solaris Energy Infrastructure (SEI) in Q2 2025, closing a stake of 16 shares — an estimated $348 sold.

TD Private Client Wealth first reported a position in SEI in Q1 2025 and held it in 1 quarter. The position peaked at $348 in Q1 2025. 213 funds tracked by Wall St. Rank hold SEI as of Q2 2025.

  • TD Private Client Wealth reported no remaining Solaris Energy Infrastructure position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 16 Solaris Energy Infrastructure shares in Q2 2025, an estimated $348.
  • TD Private Client Wealth first reported a position in Solaris Energy Infrastructure in Q1 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Solaris Energy Infrastructure position peaked at $348 in Q1 2025.
  • 213 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.