索拉里斯能源基建 SEI
$57.77 +$7.22 (+14.28%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $58.39 +1.07%
开盘$54.58
昨收$50.55
当日区间$53.34 – $58.83
成交量4.08M
市值$3.80B
市盈率（TTM）62.8
股息率0.83%
股权结构与仓位
谁在持有、谁在做空，以及大资金的流向
机构持股比例116.1%+0.27 个百分点，较上季度
持仓机构数518+8 ，较上季度
内部人近期交易28次买入 / 21次卖出净买入
空头持仓比例25.12% 占流通股回补天数 5.7 · 截至 15 Oct 2026
卖空成交量占比19.8%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入，近20个交易日
大单买入减卖出的净额（美元）。该窗口期内：−$3.85M（9个净流入日，11个净流出日）。
按单量净流入，近20个交易日
超大单/大单近似机构级别交易；中单/小单近似散户级别交易。各档买入减卖出净额，按窗口期累计。
已披露的前五大股东合计持有26.0%的流通股。
最大股东
按投资者类型
过去6次双周报告中（31 Jul 2026至15 Oct 2026），空头持仓占流通股比例已从25.96%降至25.12%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Two Seas Capital LP | Hedge Fund | 2026/Q3 | +786,838 | 1.2% |
| Cushing Asset Management, LP | Mutual Fund | 2026/Q3 | +611,000 | 1.6% |
| BlackRock | Mutual Fund | 2026/Q3 | +2,820,436 | 12.2% |
| ClearBridge Investments, LLC | Mutual Fund | 2026/Q3 | +1,026,595 | 1.7% |
| Encompass Capital Advisors LLC | Hedge Fund | 2026/Q3 | +769,604 | 3.8% |
| Alyeska Investment Group, L.P. | Hedge Fund | 2026/Q3 | +761,755 | 1.2% |
| Neuberger Berman Investment Advisers LLC | Mutual Fund | 2026/Q3 | +758,172 | 1.4% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +747,004 | 1.2% |
| Jennison Associates LLC | Mutual Fund | 2026/Q3 | +511,457 | 2.6% |
| Greenhouse Funds LLLP | Hedge Fund | 2026/Q3 | +495,053 | 0.8% |
| Valiant Capital Management, L.P. | Hedge Fund | 2026/Q3 | +484,843 | 2.4% |
| Steadfast Capital Management LP | Hedge Fund | 2026/Q3 | +481,901 | 0.7% |
| Vanguard Capital Management, LLC | Mutual Fund | 2026/Q3 | +479,294 | 4.3% |
| Korea Investment Corporation | Sovereign Wealth Fund | 2026/Q3 | +425,486 | 1.7% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +419,904 | 1.7% |
按报告期列出的机构买卖动态，变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 7 Sep 2026 | A. Teague | Independent Director | Open Market Acquisition | +7,800 | $64.25 | 131,825 |
| 22 Aug 2026 | William Keenan | Independent Director | Other Acquisition | +2,989 | – | 92,039 |
| 22 Aug 2026 | A. Teague | Independent Director | Other Acquisition | +3,075 | – | 124,025 |
| 22 Aug 2026 | James Burke | Independent Director | Other Acquisition | +3,075 | – | 9,571 |
| 22 Aug 2026 | Mario Yzaguirre | Independent Director | Other Acquisition | +3,160 | – | 11,484 |
| 22 Aug 2026 | Ray Walker | Independent Director | Other Acquisition | +3,075 | – | 8,835 |
| 22 Aug 2026 | Laurie Argo | Independent Director | Other Acquisition | +3,331 | – | 48,170 |
| 22 Aug 2026 | Edgar Giesinger | Independent Director | Other Acquisition | +3,246 | – | 94,202 |
| 31 May 2026 | Christopher Wirtz | Former Chief Accounting Officer | Sale to Issuer | -1,303 | $69.54 | 34,782 |
| 12 May 2026 | Christopher Wirtz | Former Chief Accounting Officer | Open Market Disposition | -700 | $77.22 | 36,085 |
| 11 May 2026 | Laurie Argo | Independent Director | Open Market Disposition | -5,200 | $72.88 | 44,839 |
| 10 May 2026 | Christopher Powell | Chief Legal Officer | Open Market Disposition | -36,852 | $75.33 | 114,117 |
| 7 May 2026 | A. Teague | Independent Director | Open Market Acquisition | +6,175 | $72.98 | 120,950 |
| 7 May 2026 | Ray Walker | Independent Director | Open Market Disposition | -56,841 | $72.11 | 5,760 |
| 5 May 2026 | Yorktown Partners LLC | Other Disposition | -2,000,000 | – | 5,079,234 | |
| 5 May 2026 | Yorktown Partners LLC | Derivative Exercise and Sale | -2,000,000 | $74.50 | – | |
| 29 Apr 2026 | Ktr Management Ltd | Other Disposition | -2,000,000 | – | – | |
| 29 Apr 2026 | Ktr Management Ltd | Derivative Exercise and Sale | -2,000,000 | $70.75 | – | |
| 28 Feb 2026 | Amanda Brock | Co-Chief Executive Officer | Other Acquisition | +135,000 | – | 276,080 |
| 28 Feb 2026 | William Zartler | Co-CEO, Founder & Chairman | Other Acquisition | +265,656 | – | 1,314,883 |
数据来自Form 4/Form 144申报文件。负数为减持（出售、赠予或代扣税款股份），正数为增持。
空头持仓（按报告期）
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 16,534,361 | 25.1% | 5.7 |
| 30 Sep 2026 | 16,326,759 | 24.8% | 6.2 |
| 15 Sep 2026 | 15,713,527 | 23.9% | 5.1 |
| 31 Aug 2026 | 15,002,725 | 22.8% | 6.2 |
| 14 Aug 2026 | 14,980,910 | 22.8% | 5.4 |
| 31 Jul 2026 | 15,162,622 | 26.0% | 4.0 |
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