Whalen Wealth Management Inc.
Position in SEI — Solaris Energy Infrastructure, Inc.
CIK 1894447
LAS VEGAS, NV
Position in SEI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$782,795
+$180,455 QoQ
Shares Held
9,729
-8.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#246
of 429 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Whalen Wealth Management Inc. holds $1,398,962 across 3 Oil & Gas Equipment & Services names. SEI ranks #1 (56.0% of the industry book) .
All Filings in SEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,795 | 9,729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $602,340 | 10,659 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $880,179 | 22,021 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||