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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Solaris Energy Infrastructure SEI Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		– Sell
-751
Closed -$60.4K – 2686
2026
Q2 		$60.4K Buy
+751
New +$53.7K 0.01% 895
2026
Q1 		– Sell
-24
Closed -$1.1K – 2816
2025
Q4 		$1.1K Buy
+24
New +$1.16K ﹤0.01% 2274

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SEI Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Solaris Energy Infrastructure (SEI) in Q3 2026, closing a stake of 751 shares — an estimated $60.4K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SEI in Q4 2025 and held it in 2 quarters. The position peaked at $60.4K in Q2 2026. 326 funds tracked by Wall St. Rank hold SEI as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Solaris Energy Infrastructure position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 751 Solaris Energy Infrastructure shares in Q3 2026, an estimated $60.4K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Solaris Energy Infrastructure in Q4 2025 and held it in 2 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Solaris Energy Infrastructure position peaked at $60.4K in Q2 2026.
  • 326 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.