CFML
TE

COMPASS FINANCIAL MANAGEMENT LLC’s T1 Energy TE Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$13.8K Buy
+1,460
New +$10.4K ﹤0.01% 982

Other funds holding TE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in T1 Energy (TE) in Q2 2026: 1,460 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings.

194 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,460 shares of T1 Energy worth $13.8K as of Q2 2026.
  • T1 Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • T1 Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #982 holding.
  • 194 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.