SEI
Solaris Energy Infrastructure, Inc. · Energy · Oil & Gas Equipment & Services
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +9.1%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | +7 | 47.72M | $3.27B | +11 | −4 |
| Q1 2026 | 105 | +3 | 47.31M | $2.16B | +9 | −7 |
| Q4 2025 | 101 | 0 | 48.82M | $1.76B | +2 | −1 |
| Q3 2025 | 18 | +1 | 21.29M | $850.86M | +1 | — |
| Q2 2025 | 14 | 0 | 14.83M | $419.62M | +1 | −1 |
| Q1 2025 | 11 | +1 | 5.25M | $114.23M | +1 | — |
| Q4 2024 | 10 | -3 | 3.21M | $92.51M | — | −3 |
| Q3 2024 | 12 | +1 | 2.44M | $31.18M | +2 | −1 |
| Q2 2024 | 11 | — | 3.40M | $29.15M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 1.12M | +311.8% | $24.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Wellington Management ✦ | 992.62K | +20.2% | $21.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 992.62K | +20.2% | $21.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 992.62K | +20.2% | $21.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 856.74K | +292.8% | $18.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 856.74K | +292.8% | $18.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passiv) | 849.31K | +37.6% | $18.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passiv) | 779.64K | +15.2% | $16.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passiv) | 779.64K | +15.2% | $16.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 332.88K | +56.7% | $7.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 113.74K | 0.0% | $2.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 113.74K | 0.0% | $2.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 113.74K | 0.0% | $2.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 113.74K | 0.0% | $2.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 93.72K | Neu | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 53.28K | +620.0% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Marshall Wace ✦ | 53.28K | +620.0% | $1.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 36.80K | -85.1% | $800,768 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 22.28K | -10.6% | $485,000 | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Point72 Asset Management | $2.04M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 5 Inhaber, 17.34M Anteile, $21.68M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.