AC
TE

Apella Capital’s T1 Energy TE Stock Holding History

Apella Capital’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
2026
Q2 		$230K Sell
33,023
-10,000
-23% -$71.1K ﹤0.01% 638
2026
Q1 		$216K Buy
43,023
+22,368
+108% +$164K ﹤0.01% 633
2025
Q4 		$138K Buy
+20,655
New +$91.1K ﹤0.01% 523

Other funds holding TE

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Apella Capital's TE Position: Q2 2026 in Review

Apella Capital reduced its T1 Energy (TE) stake by 23% in Q2 2026, selling an estimated $71.1K and leaving 33,023 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Apella Capital first reported a position in TE in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • Apella Capital held 33,023 shares of T1 Energy worth $230K as of Q2 2026.
  • Apella Capital sold 10,000 T1 Energy shares in Q2 2026, an estimated $71.1K.
  • T1 Energy made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #638 holding.
  • Apella Capital first reported a position in T1 Energy in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.