Clough Capital Partners L P Trims Stake in Solaris Energy Infrastructure, Inc. $SEI

Posted by Stanley Muller on Jun 18th, 2026

Clough Capital Partners L P trimmed its holdings in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,932 shares of the company’s stock after selling 8,342 shares during the quarter. Clough Capital Partners L P owned about 0.07% of Solaris Energy Infrastructure worth $2,249,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Signaturefd LLC grew its position in Solaris Energy Infrastructure by 344.9% during the fourth quarter. Signaturefd LLC now owns 614 shares of the company’s stock worth $28,000 after buying an additional 476 shares in the last quarter. Cullen Frost Bankers Inc. purchased a new position in Solaris Energy Infrastructure during the fourth quarter worth about $28,000. Strs Ohio purchased a new position in Solaris Energy Infrastructure during the first quarter worth about $28,000. Caitong International Asset Management Co. Ltd purchased a new position in Solaris Energy Infrastructure during the third quarter worth about $31,000. Finally, Larson Financial Group LLC grew its position in Solaris Energy Infrastructure by 363.0% during the third quarter. Larson Financial Group LLC now owns 1,014 shares of the company’s stock worth $41,000 after buying an additional 795 shares in the last quarter. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Solaris Energy Infrastructure

In other news, Director W Howard Keenan, Jr. sold 2,000,000 shares of the stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $74.50, for a total value of $149,000,000.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Christopher M. Powell sold 36,852 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $74.63, for a total value of $2,750,264.76. Following the completion of the transaction, the insider directly owned 114,117 shares of the company’s stock, valued at $8,516,551.71. This represents a 24.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 4,099,593 shares of company stock worth $297,782,099. 20.23% of the stock is owned by insiders.

Analyst Ratings Changes

SEI has been the subject of several recent analyst reports. Raymond James Financial restated an “outperform” rating and set a $82.00 target price on shares of Solaris Energy Infrastructure in a research report on Wednesday, April 29th. Glj Research began coverage on Solaris Energy Infrastructure in a report on Thursday, March 5th. They issued a “buy” rating and a $60.00 price objective for the company. Northland Securities set a $104.00 price target on Solaris Energy Infrastructure in a research report on Friday, June 12th. Piper Sandler upped their price target on Solaris Energy Infrastructure from $65.00 to $72.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Finally, Barclays upped their price target on Solaris Energy Infrastructure from $74.00 to $86.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Eight investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $81.80.

Get Our Latest Research Report on Solaris Energy Infrastructure

Key Solaris Energy Infrastructure News

Here are the key news stories impacting Solaris Energy Infrastructure this week:

Positive Sentiment: A market article highlighted Solaris Energy Infrastructure as one of two “AI infrastructure stocks” benefiting from rapid data-center growth, which can support a stronger valuation if investors continue to rotate into power and infrastructure names tied to AI demand. Two AI Infrastructure Stocks Eye Breakouts After Rapid Growth
Positive Sentiment: Investor enthusiasm around data-center power and infrastructure stocks may be helping sentiment, since SEI is being viewed as a beneficiary of surging electricity and equipment demand tied to AI buildouts. Data center power name tests critical level
Neutral Sentiment: SEI’s broader investment-manager affiliate announced an upgraded technology and AI platform aimed at improving data access and operational efficiency; while strategically positive for the franchise, the press release is not a direct earnings catalyst for Solaris Energy Infrastructure. SEI Introduces Technology and AI to Boost Investment Manager Efficiency
Negative Sentiment: Northland Securities cut several of Solaris Energy Infrastructure’s forward EPS estimates, including FY2026, FY2027, and multiple quarterly forecasts, which could temper some of the stock’s upside if investors start focusing on slower-than-expected earnings growth. Solaris Energy Infrastructure estimate changes

Solaris Energy Infrastructure Trading Up 6.8%

SEI opened at $81.30 on Thursday. The business has a 50 day simple moving average of $71.10 and a two-hundred day simple moving average of $59.06. The firm has a market capitalization of $5.98 billion, a price-to-earnings ratio of 91.35 and a beta of 1.19. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.11 and a quick ratio of 1.07. Solaris Energy Infrastructure, Inc. has a one year low of $24.57 and a one year high of $84.09.

Solaris Energy Infrastructure (NYSE:SEI – Get Free Report) last announced its earnings results on Monday, April 27th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.26 by $0.18. Solaris Energy Infrastructure had a return on equity of 13.33% and a net margin of 6.69%.The firm had revenue of $196.24 million during the quarter. Analysts predict that Solaris Energy Infrastructure, Inc. will post 1.09 EPS for the current year.

About Solaris Energy Infrastructure

(Free Report)

Solaris Energy Infrastructure Fund Inc (NYSE: SEI) is a closed-end management investment company that seeks to provide total return through a combination of current income and capital appreciation. The fund pursues its objective by investing primarily in equity securities of energy infrastructure companies, including master limited partnerships (MLPs) and other midstream entities. SEI is externally managed by Solaris Asset Management LP, a firm specializing in energy infrastructure investments.

The fund’s portfolio targets businesses involved in the gathering, processing, transportation, storage and terminalling of oil, natural gas and refined products.