Solaris Energy Infrastructure, Inc.

NYSE:SEI Stock Report

Market Cap: US$3.1b

Solaris Energy Infrastructure Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:SEI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
10 Sep 25SellUS$146,100James BurkeIndividual5,000US$29.22
09 Sep 25BuyUS$248,300William ZartlerIndividual10,000US$24.83
09 Sep 25BuyUS$50,000Kyle RamachandranIndividual2,000US$25.00
26 Aug 25SellUS$382,500Christopher PowellIndividual12,750US$30.00
25 Aug 25SellUS$288,600Edgar GiesingerIndividual10,000US$28.86
23 May 25BuyUS$53,500A. TeagueIndividual2,000US$26.77
21 May 25BuyUS$217,800William ZartlerIndividual10,000US$21.78
01 May 25BuyUS$45,190A. TeagueIndividual2,000US$22.61
11 Mar 25BuyUS$89,720Laurie ArgoIndividual4,000US$22.43
07 Mar 25BuyUS$473,000William ZartlerIndividual20,000US$24.07
06 Mar 25BuyUS$96,400A. TeagueIndividual4,000US$24.18
06 Mar 25BuyUS$19,432James BurkeIndividual800US$24.29
28 Feb 25BuyUS$128,970A. TeagueIndividual4,000US$32.38

Insider Trading Volume

Insider Buying: SEI insiders have sold more shares than they have bought in the past 3 months.


Ownership Breakdown

What is the ownership structure of SEI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders2,692,3644.66%
Hedge Funds2,919,5865.05%
Institutions52,199,67090.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 74.62% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.94%
BlackRock, Inc.
4,852,484US$307.7m-20.9%no data
6.51%
THRC Holdings, LP
3,178,875US$201.6m0%31.59%
5.98%
Encompass Capital Advisors LLC
2,919,586US$185.2m-19.5%5.47%
5.46%
The Vanguard Group, Inc.
2,664,870US$169.0m9.18%no data
4.58%
FMR LLC
2,236,127US$141.8m35.4%0.01%
3.68%
Summit Partners Public Asset Management, LLC
1,796,310US$113.9m-25.5%2.6%
2.66%
Van Eck Associates Corporation
1,295,898US$82.2m624%0.04%
2.61%
Morgan Stanley
1,275,730US$80.9m495%0.01%
2.51%
Wellington Management Group LLP
1,222,542US$77.5m-2.41%0.01%
2.41%
GW&K Investment Management, LLC
1,177,830US$74.7m12.5%0.46%
2.36%
Situational Awareness LP
1,150,300US$73.0m0%2.83%
2.15%
William Zartler
1,049,227US$66.5m0.96%no data
2.14%
State Street Global Advisors, Inc.
1,043,621US$66.2m13.2%no data
2.06%
Two Sigma Investments, LP
1,007,320US$63.9m88.9%0.07%
2.06%
Brightline Capital Management, LLC
1,003,000US$63.6m-10.6%17.13%
1.97%
Driehaus Capital Management LLC
961,547US$61.0m-57.2%0.21%
1.91%
Jane Street Global Trading, LLC
932,943US$59.2m0%0.12%
1.9%
Emerald Advisers, LLC
925,517US$58.7m-3.02%0.83%
1.87%
Geode Capital Management, LLC
911,202US$57.8m5.52%no data
1.8%
Ceredex Value Advisors LLC
876,900US$55.6m0%0.92%
1.76%
Westwood Management Corp.
861,121US$54.6m-42.8%0.29%
1.64%
Millennium Management LLC
802,148US$50.9m24%0.03%
1.6%
The Goldman Sachs Group, Inc.
780,457US$49.5m0%0.01%
1.57%
Sir Capital Management, L.P.
763,894US$48.4m-26%3.07%
1.49%
T. Rowe Price Group, Inc.
728,373US$46.2m104%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/17 13:59
End of Day Share Price 2025/11/14 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Solaris Energy Infrastructure, Inc. is covered by 20 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
J. David AndersonBarclays
J. David AndersonBarclays
Thomas CurranB. Riley Securities, Inc.