AAM
TE

Advisors Asset Management’s T1 Energy Inc TE Stock Holding History

Advisors Asset Management’s Portfolio TE Stock Details TE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,966
Closed -$23.7K – 1513
2024
Q2 		$23.7K Sell
13,966
-1,059
-7% -$2.02K ﹤0.01% 1352
2024
Q1 		$25.2K Sell
15,025
-1,662
-10% -$2.63K ﹤0.01% 1352
2023
Q4 		$31.2K Sell
16,687
-8,617
-34% -$23.2K ﹤0.01% 1324
2023
Q3 		$124K Sell
25,304
-567
-2% -$4.08K ﹤0.01% 1169
2023
Q2 		$242K Buy
25,871
+4,078
+19% +$30.6K ﹤0.01% 1086
2023
Q1 		$194K Buy
21,793
+304
+1% +$2.64K ﹤0.01% 1122
2022
Q4 		$187K Buy
21,489
+1,677
+8% +$21K ﹤0.01% 1136
2022
Q3 		$282K Sell
19,812
-735
-4% -$8.21K 0.01% 1070
2022
Q2 		$141K Sell
20,547
-2,179
-10% -$19.1K ﹤0.01% 1230
2022
Q1 		$279K Buy
22,726
+7,649
+51% +$73.3K ﹤0.01% 1150
2021
Q4 		$169K Buy
+15,077
New +$163K ﹤0.01% 1273

Other funds holding TE

ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $678M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
RCP
RIT Capital Partners London, United Kingdom $374M AUM 25.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return