Bogart Wealth LLC’s T1 Energy TE Stock Holding History

Bogart Wealth LLC’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
2025 Q1	–	Sell	-15,000	Closed	-$38.7K	–	1524
2024 Q4	$38.7K	Buy	15,000 +2,000	+15%	+$3.36K	﹤0.01%	457
2024 Q3	$12.6K	Hold	13,000	–	–	﹤0.01%	639
2024 Q2	$22.1K	Buy	+13,000	New	+$24.8K	﹤0.01%	518

Other funds holding TE

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's TE Position: Q1 2025 in Review

Bogart Wealth LLC sold out of T1 Energy (TE) in Q1 2025, closing a stake of 15,000 shares — an estimated $38.7K sold.

Bogart Wealth LLC first reported a position in TE in Q2 2024 and held it in 3 quarters. The position peaked at $38.7K in Q4 2024. 126 funds tracked by Wall St. Rank hold TE as of Q1 2025.

Bogart Wealth LLC reported no remaining T1 Energy position as of Q1 2025 after selling out during the quarter.
Bogart Wealth LLC sold 15,000 T1 Energy shares in Q1 2025, an estimated $38.7K.
Bogart Wealth LLC first reported a position in T1 Energy in Q2 2024 and held it in 3 quarters.
Bogart Wealth LLC's T1 Energy position peaked at $38.7K in Q4 2024.
126 funds tracked by Wall St. Rank held T1 Energy as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.