Copia Wealth Management’s T1 Energy TE Stock Holding History

Copia Wealth Management’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	$23.4K	Sell	2,472 -178	-7%	-$1.27K	0.01%	271
2026 Q1	$11.6K	Buy	2,650 +909	+52%	+$6.66K	0.01%	310
2025 Q4	$11.6K	Buy	1,741 +726	+72%	+$3.2K	0.01%	311
2025 Q3	$2.21K	Hold	1,015	–	–	﹤0.01%	400
2025 Q2	$1.25K	Sell	1,015 -33	-3%	-$40	﹤0.01%	408
2025 Q1	$1.32K	Sell	1,048 -488	-32%	-$900	﹤0.01%	395
2024 Q4	$3.96K	Buy	+1,536	New	+$2.58K	﹤0.01%	331

Other funds holding TE

ECA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Copia Wealth Management's TE Position: Q2 2026 in Review

Copia Wealth Management reduced its T1 Energy (TE) stake by 6.7% in Q2 2026, selling an estimated $1.27K and leaving 2,472 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #271.

Copia Wealth Management first reported a position in TE in Q4 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold TE as of Q2 2026.

Copia Wealth Management held 2,472 shares of T1 Energy worth $23.4K as of Q2 2026.
Copia Wealth Management sold 178 T1 Energy shares in Q2 2026, an estimated $1.27K.
T1 Energy made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #271 holding.
Copia Wealth Management first reported a position in T1 Energy in Q4 2024 and has held it in 7 quarters since.
316 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.