Creative Planning
TE

Creative Planning’s T1 Energy TE Stock Holding History

Creative Planning’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 		$273K Buy
28,816
+11,457
+66% +$81.5K ﹤0.01% 3646
2026
Q1 		$76.2K Buy
17,359
+7,213
+71% +$52.8K ﹤0.01% 3944
2025
Q4 		$67.8K Buy
+10,146
New +$44.8K ﹤0.01% 3766
2024
Q1 		– Sell
-12,694
Closed -$23.7K – 3023
2023
Q4 		$23.7K Buy
+12,694
New +$34.2K ﹤0.01% 2687
2022
Q4 		– Sell
-10,600
Closed -$151K – 2630
2022
Q3 		$151K Buy
10,600
+100
+1% +$1.12K ﹤0.01% 1973
2022
Q2 		$72K Buy
+10,500
New +$92K ﹤0.01% 2008

Other funds holding TE

ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's TE Position: Q2 2026 in Review

Creative Planning increased its T1 Energy (TE) stake by 66% in Q2 2026, buying an estimated $81.5K and bringing the position to 28,816 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Creative Planning first reported a position in TE in Q2 2022 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • Creative Planning held 28,816 shares of T1 Energy worth $273K as of Q2 2026.
  • Creative Planning bought 11,457 T1 Energy shares in Q2 2026, an estimated $81.5K.
  • T1 Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3646 holding.
  • Creative Planning first reported a position in T1 Energy in Q2 2022 and has held it in 6 quarters since.
  • 316 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.