VisionPoint Advisory Group
SEI icon

VisionPoint Advisory Group’s Solaris Energy Infrastructure SEI Stock Holding History

VisionPoint Advisory 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 		$221K Buy
3,109
+341
+12% +$20.8K 0.03% 422
2026
Q2 		$223K Buy
+2,768
New +$198K 0.04% 438

Other funds holding SEI

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
BJF
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VisionPoint Advisory Group's SEI Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Solaris Energy Infrastructure (SEI) stake by 12% in Q3 2026, buying an estimated $20.8K and bringing the position to 3,109 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #422.

VisionPoint Advisory Group first reported a position in SEI in Q2 2026 and has held it in 2 quarters since. The position peaked at $223K in Q2 2026. 45 funds tracked by Wall St. Rank hold SEI as of Q3 2026.

  • VisionPoint Advisory Group held 3,109 shares of Solaris Energy Infrastructure worth $221K as of Q3 2026.
  • VisionPoint Advisory Group bought 341 Solaris Energy Infrastructure shares in Q3 2026, an estimated $20.8K.
  • Solaris Energy Infrastructure made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #422 holding.
  • VisionPoint Advisory Group first reported a position in Solaris Energy Infrastructure in Q2 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's Solaris Energy Infrastructure position peaked at $223K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.