Cape Investment Advisory’s T1 Energy TE Stock Holding History

Cape Investment Advisory’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 Q3	–	Sell	-1,750	Closed	-$16.6K	–	1533
2026 Q2	$16.6K	Buy	+1,750	New	+$12.4K	﹤0.01%	737
2024 Q3	–	Sell	-2,000	Closed	-$3.4K	–	987
2024 Q2	$3.4K	Sell	2,000 -1,000	-33%	-$1.91K	﹤0.01%	735
2024 Q1	$5.04K	Buy	+3,000	New	+$4.75K	﹤0.01%	645
2023 Q4	–	Sell	-750	Closed	-$3.67K	–	1222
2023 Q3	$3.67K	Sell	750 -100	-12%	-$719	﹤0.01%	713
2023 Q2	$7.95K	Buy	850 +250	+42%	+$1.88K	﹤0.01%	589
2023 Q1	$5.33K	Buy	+600	New	+$5.21K	﹤0.01%	655

Other funds holding TE

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cape Investment Advisory's TE Position: Q3 2026 in Review

Cape Investment Advisory sold out of T1 Energy (TE) in Q3 2026, closing a stake of 1,750 shares — an estimated $16.6K sold.

Cape Investment Advisory first reported a position in TE in Q1 2023 and held it in 6 quarters. The position peaked at $16.6K in Q2 2026. 12 funds tracked by Wall St. Rank hold TE as of Q3 2026.

Cape Investment Advisory reported no remaining T1 Energy position as of Q3 2026 after selling out during the quarter.
Cape Investment Advisory sold 1,750 T1 Energy shares in Q3 2026, an estimated $16.6K.
Cape Investment Advisory first reported a position in T1 Energy in Q1 2023 and held it in 6 quarters.
Cape Investment Advisory's T1 Energy position peaked at $16.6K in Q2 2026.
12 funds tracked by Wall St. Rank held T1 Energy as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.