§ ENERGY
USD · EnergySEI
SOLARIS ENERGY INFRASTRUCTUR
USDSector · EnergyBeta · 1.18
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
280 increased/new, 131 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 98.2 | P/B | 5.58 |
| EPS (TTM) | 0.72 | Dividend | 0.83% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.1M | 0.0% | −4% |
| Millennium Management | 2.3M | 0.1% | +24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | n/a | n/a |
| TWO SIGMA INVESTMENTS, LP | 1.9M | 0.1% | +80% |
| Fidelity Management | 1.9M | 0.0% | −19% |
| Encompass Capital Advisors LLC | 1.8M | 3.0% | −32% |
◇ AC INTELLIGENCE
Top institutional owners for SEI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER63.3% · 278 holders
DEALER / BANK12.5% · 31 holders
QUALITY / COMPOUNDER10.9% · 21 holders
PASSIVE / INDEX8.9% · 10 holders
TACTICAL / MACRO5.1% · 4 holders
SYSTEMATIC / QUANT4.2% · 11 holders
INCOME / DEFENSIVE2.3% · 13 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SEI in the last 180 days.