Solaris Energy Infrastructure, Inc. Class A (SEI)

Solaris Energy Infrastructure, Inc. (SEI) stock has shown strong performance in the past six months. The share price was $61.01 as of April 9, 2026, marking a significant increase of 256.16% from $17.13 on April 10, 2025. A significant event impacting the company and its stock was the name change from Solaris Oilfield Infrastructure, Inc. to Solaris Energy Infrastructure, Inc. in September 2024, coinciding with the acquisition of Mobile Energy Rentals (MER).

Demand seasonality for Solaris Energy Infrastructure, Inc.'s products and services appears to be influenced by its two distinct segments. The Solaris Power Solutions segment likely experiences less seasonality due to consistent power demands from data centers. The Solaris Logistics Solutions segment may be subject to some seasonality tied to the broader energy sector and the volatility of oil and natural gas prices, but recent performance indicates strong demand.

Solaris Energy Infrastructure, Inc. (SEI) provides mobile and scalable equipment-based solutions for distributed power generation and raw material management in oil and gas well completions, operating in the Energy sector and the Oil & Gas Equipment & Services industry. The company is divided into two segments: Solaris Power Solutions, which delivers power generation, control, and distribution solutions, and Solaris Logistics Solutions, which designs and manufactures specialized equipment for managing raw materials used in oil and natural gas well completions.

Solaris Energy Infrastructure, Inc. is headquartered in Houston, Texas, with facilities in Early and Monahans, Texas. It serves multiple U.S. end markets and operates in most active oil and natural gas basins in the United States. SEI's Class A Common Stock is also listed on the Deutsche Boerse AG (Germany) and Bolsa Mexicana de Valores (Mexico).

Solaris Energy Infrastructure, Inc. has cultivated a positive brand reputation, driven by its strategic pivot and successful execution in the distributed energy sector. The acquisition of Mobile Energy Rentals (MER) in September 2024 marked a transformational move, giving SEI a foothold in the rapidly growing distributed generation market. The company has successfully expanded its partnerships with major data center customers, highlighting a strong track record of execution and reliability.

Solaris Energy Infrastructure, Inc. is primarily owned by institutional shareholders, who hold 98.50% of the stock, and insiders, who hold 76.92%. Major institutional owners include BlackRock, Inc. and Vanguard Group Inc. Yorktown X Associates LLC is the largest individual shareholder, owning 35.02% of the company. William A. Zartler is the Founder, Chairman, and CEO.