SEI

SEI · Solaris Energy Infrastructure Inc. Class A Common Stock

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AI Market Commentary

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Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 10, 2026

Solaris Energy Q2 2026 earnings call highlights steady AI demand. Solaris Energy held its Q2 2026 earnings call, reviewing recent results. The CEO said higher interest rates have not slowed demand from AI data center customers. Analysts have projected notable upside potential for the stock, while recent market moves saw SEI shares decline alongside other energy companies.

Insiders & Stakes

Yorktown Energy Partners X, L.P.7,079,234
Shares held
THRC Holdings, LP
Director
3,178,875
Shares held
William A. Zartler
CHAIRMAN AND CEO
1,314,883
Shares held
Kyle S. Ramachandran
PRESIDENT AND CFO
407,779
Shares held
Amanda M. Brock
Co-Chief Executive Officer
276,080
Shares held
Price Kelly L.
CHIEF OPERATING OFFICER
271,519
Shares held
Cynthia M. Durrett
CHIEF ADMINISTRATIVE OFFICER
154,527
Shares held
Christopher M. Powell
CHIEF LEGAL OFFICER
114,117
Shares held
Edgar R. Giesinger Jr.
Director
94,202
Shares held
W. Howard Keenan Jr.
Director
92,039
Shares held
PARKER F GARDNER84,812
Shares held
Laurie H. Argo
Director
48,170
Shares held
Bourg Lindsay R.
CHIEF ACCOUNTING OFFICER
34,815
Shares held
Christopher P. Wirtz
CHIEF ACCOUNTING OFFICER
34,782
Shares held
Stephan E. Tompsett
Chief Financial Officer
30,000
Shares held
Aj Teague
Co-Chief Executive Officer
14,960
Shares held
Mario Max Yzaguirre
Director
11,484
Shares held
Ray N. Walker Jr.8,835
Shares held
James R. Burke8,771
Shares held
KTR Management Company, LLC0
Shares held
J Turbines, Inc.0
Shares held

Transaction History

Aj Teague▲ Buy$250K
Aj Teague▲ Buy$251K
Laurie H. Argo▲ Buy$0
W. Howard Keenan Jr.▲ Buy$0
Aj Teague▲ Buy$0
Edgar R. Giesinger Jr.▲ Buy$0
James R. Burke▲ Buy$0
Mario Max Yzaguirre▲ Buy$0
Ray N. Walker Jr.▲ Buy$0
Christopher P. Wirtz▼ Sell$91K
Christopher P. Wirtz▼ Sell$54K
Laurie H. Argo▼ Sell$379K
Christopher M. Powell▼ Sell$164K
Christopher M. Powell▼ Sell$1.9M
Christopher M. Powell▼ Sell$678K
Aj Teague▲ Buy$250K
Aj Teague▲ Buy$201K
Ray N. Walker Jr.▼ Sell$4.1M
W. Howard Keenan Jr.▼ Sell$0
W. Howard Keenan Jr.▼ Sell$0
W. Howard Keenan Jr.▼ Sell$149.0M
KTR Management Company, LLC▼ Sell$141.5M
KTR Management Company, LLC▼ Sell$0
KTR Management Company, LLC▼ Sell$0
Kyle S. Ramachandran▼ Sell$2.5M
Christopher P. Wirtz▼ Sell$109K
Cynthia M. Durrett▼ Sell$1.3M
Christopher P. Wirtz▲ Buy$0
Christopher P. Wirtz▲ Buy$0
Cynthia M. Durrett▲ Buy$0
Cynthia M. Durrett▲ Buy$0
Christopher M. Powell▲ Buy$0
Christopher M. Powell▼ Sell$1.4M
Kyle S. Ramachandran▲ Buy$0
Christopher M. Powell▲ Buy$0
Kyle S. Ramachandran▲ Buy$0
Amanda M. Brock▲ Buy$0
William A. Zartler▲ Buy$0
William A. Zartler▲ Buy$0
Stephan E. Tompsett▲ Buy$0
Aj Teague▲ Buy$100K
Aj Teague▲ Buy$100K
Cynthia M. Durrett▼ Sell$2.1M
Amanda M. Brock▲ Buy$150K
Laurie H. Argo▼ Sell$102K
James R. Burke▼ Sell$598K
KTR Management Company, LLC▼ Sell$0
KTR Management Company, LLC▼ Sell$106.1M
KTR Management Company, LLC▼ Sell$0
Amanda M. Brock▲ Buy$0
James R. Burke▼ Sell$146K
Kyle S. Ramachandran▲ Buy$50K
William A. Zartler▲ Buy$248K
Christopher M. Powell▼ Sell$383K
Edgar R. Giesinger Jr.▼ Sell$289K
W. Howard Keenan Jr.▲ Buy$0
Aj Teague▲ Buy$0
Laurie H. Argo▲ Buy$0
James R. Burke▲ Buy$0
Mario Max Yzaguirre▲ Buy$0
Edgar R. Giesinger Jr.▲ Buy$0
Ray N. Walker Jr.▲ Buy$0
KTR Management Company, LLC▼ Sell$0
KTR Management Company, LLC▼ Sell$0
KTR Management Company, LLC▼ Sell$118.0M
J Turbines, Inc.▼ Sell$0
J Turbines, Inc.▼ Sell$0
J Turbines, Inc.▼ Sell$121.2M
J Turbines, Inc.▼ Sell$2.1M
J Turbines, Inc.▼ Sell$2.1M
J Turbines, Inc.▼ Sell$0
J Turbines, Inc.▼ Sell$0
Christopher P. Wirtz▼ Sell$36K
Aj Teague▲ Buy$27K
Aj Teague▲ Buy$27K
William A. Zartler▲ Buy$218K
J Turbines, Inc.▼ Sell$0
J Turbines, Inc.▼ Sell$0
J Turbines, Inc.▼ Sell$38.1M
Aj Teague▲ Buy$23K
Aj Teague▲ Buy$23K
Laurie H. Argo▲ Buy$90K
William A. Zartler▲ Buy$232K
James R. Burke▲ Buy$19K
Aj Teague▲ Buy$48K
Aj Teague▲ Buy$48K
William A. Zartler▲ Buy$241K
Christopher P. Wirtz▼ Sell$44K
Cynthia M. Durrett▲ Buy$0
Christopher P. Wirtz▲ Buy$0
Cynthia M. Durrett▼ Sell$553K
Christopher M. Powell▲ Buy$0
Christopher M. Powell▼ Sell$558K
Price Kelly L.▼ Sell$774K
Kyle S. Ramachandran▲ Buy$0
Kyle S. Ramachandran▼ Sell$1.1M
William A. Zartler▲ Buy$0
William A. Zartler▼ Sell$2.8M
Aj Teague▲ Buy$64K
Aj Teague▲ Buy$65K
Mario Max Yzaguirre▲ Buy$70K
Yorktown Energy Partners X, L.P.▼ Sell$0
Yorktown Energy Partners X, L.P.▼ Sell$23.4M
Yorktown Energy Partners X, L.P.▼ Sell$0
W. Howard Keenan Jr.▼ Sell$0
W. Howard Keenan Jr.▼ Sell$23.4M
W. Howard Keenan Jr.▼ Sell$0
Ray N. Walker Jr.▼ Sell$338K
James R. Burke▼ Sell$134K
James R. Burke▲ Buy$0
Ray N. Walker Jr.▲ Buy$0
W. Howard Keenan Jr.▲ Buy$0
Aj Teague▲ Buy$0
Laurie H. Argo▲ Buy$0
PARKER F GARDNER▲ Buy$0
Edgar R. Giesinger Jr.▲ Buy$0
Christopher P. Wirtz▼ Sell$12K
Christopher M. Powell▼ Sell$149K
Kyle S. Ramachandran▼ Sell$162K
William A. Zartler▼ Sell$445K
Christopher M. Powell▲ Buy$0
Kyle S. Ramachandran▲ Buy$0
Christopher M. Powell▼ Sell$70K
Price Kelly L.▲ Buy$0
Price Kelly L.▼ Sell$118K
William A. Zartler▲ Buy$0
Christopher P. Wirtz▲ Buy$0
Cynthia M. Durrett▲ Buy$0
Cynthia M. Durrett▼ Sell$85K
THRC Holdings, LP▼ Sell$325K
James R. Burke▼ Sell$117K
Aj Teague▲ Buy$0
Ray N. Walker Jr.▲ Buy$0
PARKER F GARDNER▲ Buy$0
W. Howard Keenan Jr.▲ Buy$0
Edgar R. Giesinger Jr.▲ Buy$0
James R. Burke▲ Buy$0
Laurie H. Argo▲ Buy$0
Cynthia M. Durrett▼ Sell$82K
James R. Burke▼ Sell$23K
Christopher P. Wirtz▲ Buy$0
Bourg Lindsay R.▼ Sell$22K
William A. Zartler▲ Buy$0
William A. Zartler▼ Sell$340K
Price Kelly L.▲ Buy$0
Price Kelly L.▼ Sell$114K
Cynthia M. Durrett▲ Buy$0
Cynthia M. Durrett▼ Sell$78K
Christopher M. Powell▲ Buy$0
Christopher M. Powell▼ Sell$47K
Kyle S. Ramachandran▲ Buy$0
Kyle S. Ramachandran▼ Sell$156K
Bourg Lindsay R.▲ Buy$0
William A. Zartler▼ Sell$219K
James R. Burke▼ Sell$86K
William A. Zartler▲ Buy$105K
James R. Burke▼ Sell$60K
James R. Burke▼ Sell$5K
Ray N. Walker Jr.▲ Buy$0
Aj Teague▲ Buy$0
W. Howard Keenan Jr.▲ Buy$0
Laurie H. Argo▲ Buy$0
Edgar R. Giesinger Jr.▲ Buy$0
James R. Burke▲ Buy$0
PARKER F GARDNER▲ Buy$0
Bourg Lindsay R.▼ Sell$95K
Price Kelly L.▼ Sell$210K
Price Kelly L.▼ Sell$23K
Kyle S. Ramachandran▼ Sell$195K
Kyle S. Ramachandran▼ Sell$260K
Price Kelly L.▼ Sell$69K
Price Kelly L.▼ Sell$88K
Christopher M. Powell▼ Sell$101K
James R. Burke▼ Sell$80K
James R. Burke▼ Sell$76K
William A. Zartler▲ Buy$77K
Cynthia M. Durrett▼ Sell$188K
Christopher M. Powell▼ Sell$121K
Laurie H. Argo▲ Buy$0
Cynthia M. Durrett▼ Sell$75K
Price Kelly L.▼ Sell$124K
Kyle S. Ramachandran▼ Sell$151K
William A. Zartler▲ Buy$0
Christopher M. Powell▼ Sell$24K
Price Kelly L.▲ Buy$0
Christopher M. Powell▲ Buy$0
Bourg Lindsay R.▼ Sell$22K
Kyle S. Ramachandran▲ Buy$0
Bourg Lindsay R.▲ Buy$0
Cynthia M. Durrett▲ Buy$0
William A. Zartler▼ Sell$230K
William A. Zartler▲ Buy$66K
William A. Zartler▲ Buy$101K
James R. Burke▼ Sell$0
James R. Burke▼ Sell$0
James R. Burke▼ Sell$415K
James R. Burke▲ Buy$0
W. Howard Keenan Jr.▲ Buy$0
PARKER F GARDNER▲ Buy$0
Edgar R. Giesinger Jr.▲ Buy$0

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