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The company

Solaris Energy Infrastructure, Inc.

SEI · NYSE

IndustrialsMachinerySetting upData-Center Infrastructure

SEI stood above a rising 150-day average in 44 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 4.5% below that average now. Machinery: 27% of its 143 stocks in an uptrend (−5 points in four weeks); Industrials: 27% (−5 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 1
Industry in uptrend
27% -5 in 4 wk
Insider buys, 12 months
$2.3M
Insider sales, 12 months
$704.4M
Officials’ trades on record
3
Institutions holding
409 (+72)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 44 of 52 weeks.

21 Apr – 20 Oct
28%42%57%Apr 26Jun 26Jul 26Sep 26Oct 26

Machinery: A minority of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$301.3M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 3, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$15k–$50k9 Jan 2026filed 13 Feb 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k2 Sep 2025filed 12 Sep 2025
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k6 May 2025filed 6 Jun 2025

Insiders

Buy orders, 12 months4
Sale orders, 12 months10
Buyers · sellers2 · 9
WhoDidSharesTraded
Aj TeagueDirectorbought3,900at $64.218 Sep 2026filed 9 Sep 2026
Aj TeagueDirectorbought3,900at $64.258 Sep 2026filed 9 Sep 2026
Christopher P. WirtzChief Accounting Officersold700at $77.2213 May 2026filed 13 May 2026
Laurie H. ArgoDirectorsold5,200at $72.8812 May 2026filed 13 May 2026
Christopher M. PowellChief Legal Officersold9,179at $73.9011 May 2026filed 12 May 2026
Christopher M. PowellChief Legal Officersold25,492at $74.8411 May 2026filed 12 May 2026
Christopher M. PowellChief Legal Officersold2,181at $75.3311 May 2026filed 12 May 2026
Ray N. Walker, Jr.Directorsold56,841at $72.118 May 2026filed 11 May 2026
Aj TeagueDirectorbought3,425at $72.988 May 2026filed 11 May 2026
Aj TeagueDirectorbought2,750at $72.988 May 2026filed 11 May 2026
W. Howard Keenan, Jr.Directorsold2,000,000at $74.506 May 2026filed 7 May 2026
Ktr Management Company, Llc10% ownersold2,000,000at $70.7530 Apr 2026filed 4 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders409+72 on the quarter
New · exited113 · 42
Reported value$5.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20265,204,415$418.7M+1,081,979+26.2%
Encompass Capital Advisors LLCadded · filed 14 Aug 20262,519,604$202.7M+769,604+44.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,447,630$196.9M+407,179+20.0%
MORGAN STANLEYadded · filed 13 Aug 20262,024,283$162.9M+316,828+18.6%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 20261,979,861$159.3M+38,315+2.0%
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCreduced · filed 14 Aug 20261,692,838$136.2M-36,217−2.1%
JENNISON ASSOCIATES LLCadded · filed 3 Aug 20261,691,193$136.1M+511,457+43.4%
Valiant Capital Management, L.P.added · filed 14 Aug 20261,604,346$129.1M+484,843+43.3%
Driehaus Capital Management LLCreduced · filed 14 Aug 20261,584,985$127.5M-43,189−2.7%
FMR LLCreduced · filed 13 Aug 20261,581,402$127.2M-281,159−15.1%
31 Mar 2023 – 30 Jun 2026
95246397Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Aj Teague Company insiderDirector · last 8 Sep 202612 · 0
Edgar R. Giesinger Jr. Company insiderDirector · last 23 Aug 20261 · 1
James R. Burke Company insiderDirector · last 23 Aug 20262 · 18
Laurie H. Argo Company insiderDirector · last 23 Aug 20261 · 2
Mario Max Yzaguirre Company insiderDirector · last 23 Aug 20260 · 0
Ray N. Walker Jr. Company insiderDirector · last 23 Aug 20260 · 2
W. Howard Keenan Jr. Company insiderDirector · last 23 Aug 20260 · 9
Christopher P. Wirtz Company insiderChief Accounting Officer · last 1 Jun 20260 · 1
Christopher M. Powell Company insiderChief Legal Officer · last 11 May 20260 · 8
KTR Management Company, LLC Company insider10% owner · last 30 Apr 20260 · 2
Amanda M. Brock Company insiderCo-Chief Executive Officer · last 1 Mar 20261 · 0
Cynthia M. Durrett Company insiderChief Administrative Officer · last 1 Mar 20260 · 9

Same industry

HLP Hongli GroupLeading+145%
TWIN Twin DiscLeading+18%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 202521.8%
Free cash flow marginFY 2025 · to 31 Dec 2025-70.3%
Return on capital employedFY 2025 · to 31 Dec 20256.8%
Cash conversionFY 2025 · to 31 Dec 2025693%
Debt to equityFY 2025 · to 31 Dec 20250.33×
Cash and equivalentsFY 2025 · to 31 Dec 2025$353.3M
Free cash flowFY 2025 · to 31 Dec 2025−$437.7M

Analyst forecasts

No analyst forecasts yet.