Aventail Capital Group LP Grows Position in Solaris Energy Infrastructure, Inc. $SEI

Posted by Francis Steltz on Jun 18th, 2026

Aventail Capital Group LP raised its holdings in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI – Free Report) by 12.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 300,069 shares of the company’s stock after acquiring an additional 33,802 shares during the quarter. Aventail Capital Group LP’s holdings in Solaris Energy Infrastructure were worth $13,794,000 as of its most recent filing with the Securities & Exchange Commission.

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

Key Headlines Impacting Solaris Energy Infrastructure

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

Analysts Set New Price Targets

SEI has been the topic of several recent research reports. Raymond James Financial reaffirmed an “outperform” rating and set a $82.00 price objective on shares of Solaris Energy Infrastructure in a report on Wednesday, April 29th. Stifel Nicolaus upped their price objective on shares of Solaris Energy Infrastructure from $71.00 to $93.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Weiss Ratings raised shares of Solaris Energy Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, May 28th. Citigroup increased their price target on shares of Solaris Energy Infrastructure from $61.00 to $84.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Finally, Wells Fargo & Company increased their price target on shares of Solaris Energy Infrastructure from $71.00 to $82.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 29th. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $81.80.

View Our Latest Report on SEI

Solaris Energy Infrastructure Trading Up 6.8%

Shares of Solaris Energy Infrastructure stock opened at $81.30 on Thursday. Solaris Energy Infrastructure, Inc. has a 12-month low of $24.57 and a 12-month high of $84.09. The company has a market cap of $5.98 billion, a price-to-earnings ratio of 91.35 and a beta of 1.19. The company has a current ratio of 1.11, a quick ratio of 1.07 and a debt-to-equity ratio of 1.23. The company’s 50-day moving average price is $71.10 and its 200-day moving average price is $59.06.

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

Insider Transactions at Solaris Energy Infrastructure

In other news, CAO Christopher P. Wirtz sold 700 shares of the stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $77.22, for a total value of $54,054.00. Following the sale, the chief accounting officer directly owned 36,085 shares of the company’s stock, valued at approximately $2,786,483.70. This represents a 1.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Ray N. Walker, Jr. sold 56,841 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $72.11, for a total transaction of $4,098,804.51. Following the completion of the sale, the director directly owned 5,760 shares in the company, valued at approximately $415,353.60. The trade was a 90.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 4,099,593 shares of company stock valued at $297,782,099. Company insiders own 20.23% of the company’s stock.

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.