Energy-focused investment firm Encompass Capital Advisors raised its stake in Solaris Energy Infras Inc. by 44% during the second quarter of 2026. According to its quarterly disclosure with the SEC, the firm's position grew to 2.52 million shares, valued at approximately $202.73 million as of June 30. This regulatory filing reflects trades made between April 1 and June 30, not a recent transaction.
Solaris Energy provides mobile power generation and logistics services. [3, 5] The company has been strategically shifting its focus from traditional oilfield services to providing critical power infrastructure for high-growth sectors like data centers and artificial intelligence. [3] This move aligns with increasing demand for power solutions that can operate independently of the traditional grid. Encompass Capital specializes in a long/short equity strategy focused on the energy sector. [2, 4]