Carson Wealth (CWM LLC)
TE

Carson Wealth (CWM LLC)’s T1 Energy TE Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$8.67K Buy
1,974
+77
+4% +$564 ﹤0.01% 4828
2025
Q4 		$13K Buy
1,897
+64
+3% +$282 ﹤0.01% 4438
2025
Q3 		$4K Sell
1,833
-1,475
-45% -$2.35K ﹤0.01% 4865
2025
Q2 		$4K Buy
3,308
+487
+17% +$594 ﹤0.01% 4725
2025
Q1 		$4K Buy
2,821
+768
+37% +$1.42K ﹤0.01% 4582
2024
Q4 		$5K Buy
2,053
+1,005
+96% +$1.69K ﹤0.01% 4254
2024
Q3 		$1K Buy
1,048
+222
+27% +$303 ﹤0.01% 4761
2024
Q2 		$1K Sell
826
-15
-2% -$29 ﹤0.01% 4528
2024
Q1 		$1K Sell
841
-9
-1% -$14 ﹤0.01% 4250
2023
Q4 		$2K Hold
850
– – ﹤0.01% 3860
2023
Q3 		$4K Buy
850
+54
+7% +$388 ﹤0.01% 3616
2023
Q2 		$7K Buy
796
+33
+4% +$248 ﹤0.01% 3313
2023
Q1 		$7K Buy
763
+500
+190% +$4.35K ﹤0.01% 3176
2022
Q4 		$2K Hold
263
– – ﹤0.01% 3646
2022
Q3 		$4K Hold
263
– – ﹤0.01% 3236
2022
Q2 		$2K Buy
+263
New +$2.3K ﹤0.01% 3437

Other funds holding TE

ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its T1 Energy (TE) stake by 4.1% in Q1 2026, buying an estimated $564 and bringing the position to 1,974 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4828.

Carson Wealth (CWM LLC) first reported a position in TE in Q2 2022 and has held it in 16 quarters since. The position peaked at $13K in Q4 2025. 254 funds tracked by Wall St. Rank hold TE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,974 shares of T1 Energy worth $8.67K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 77 T1 Energy shares in Q1 2026, an estimated $564.
  • T1 Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4828 holding.
  • Carson Wealth (CWM LLC) first reported a position in T1 Energy in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s T1 Energy position peaked at $13K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held T1 Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.