Solaris Energy Infrastructure, Inc. $SEI Shares Sold by Encompass Capital Advisors LLC

Posted by George Bondi on Jul 28th, 2026

Encompass Capital Advisors LLC lowered its position in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI – Free Report) by 31.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,750,000 shares of the company’s stock after selling 809,543 shares during the period. Solaris Energy Infrastructure makes up about 3.0% of Encompass Capital Advisors LLC’s investment portfolio, making the stock its 4th largest position. Encompass Capital Advisors LLC’s holdings in Solaris Energy Infrastructure were worth $98,892,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. Royal Bank of Canada purchased a new position in shares of Solaris Energy Infrastructure in the first quarter valued at $477,000. AQR Capital Management LLC purchased a new stake in Solaris Energy Infrastructure during the 1st quarter worth $2,475,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in Solaris Energy Infrastructure during the 1st quarter worth $396,000. Goldman Sachs Group Inc. acquired a new position in Solaris Energy Infrastructure in the 1st quarter worth $13,714,000. Finally, Strs Ohio acquired a new position in Solaris Energy Infrastructure in the 1st quarter worth $28,000. 67.44% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Needham & Company LLC assumed coverage on Solaris Energy Infrastructure in a research note on Monday, June 29th. They set a “buy” rating and a $97.00 target price for the company. Morgan Stanley boosted their price target on Solaris Energy Infrastructure from $81.00 to $90.00 and gave the stock an “overweight” rating in a research note on Thursday, June 4th. Northland Securities set a $104.00 price target on Solaris Energy Infrastructure in a report on Friday, June 12th. Zacks Research lowered Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research note on Tuesday, June 30th. Finally, Weiss Ratings lowered Solaris Energy Infrastructure from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, July 17th. Nine investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $86.25.

Check Out Our Latest Analysis on SEI

Solaris Energy Infrastructure Stock Performance

Shares of SEI stock opened at $52.53 on Tuesday. The stock has a market capitalization of $3.86 billion, a price-to-earnings ratio of 59.02 and a beta of 1.17. Solaris Energy Infrastructure, Inc. has a one year low of $24.57 and a one year high of $86.19. The company’s 50-day simple moving average is $70.87 and its 200-day simple moving average is $63.20. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.07 and a current ratio of 1.11.

Solaris Energy Infrastructure (NYSE:SEI – Get Free Report) last announced its quarterly earnings data on Monday, April 27th. The company reported $0.44 earnings per share for the quarter, beating 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. Equities analysts anticipate that Solaris Energy Infrastructure, Inc. will post 1.01 earnings per share for the current fiscal year.

Insider Activity at Solaris Energy Infrastructure

In other news, Director Ray N. Walker, Jr. sold 56,841 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $72.11, for a total value 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, major shareholder Ktr Management Company, Llc sold 2,000,000 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $70.75, for a total value of $141,500,000.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 4,099,593 shares of company stock worth $297,782,099 over the last quarter. 20.23% of the stock is owned by corporate insiders.

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.