EFG
TE

Ethos Financial Group’s T1 Energy TE Stock Holding History

Ethos Financial Group’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 		$1.1M Sell
115,572
-27,283
-19% -$194K 0.07% 213
2026
Q1 		$803K Buy
142,855
+29,171
+26% +$214K 0.06% 237
2025
Q4 		$759K Buy
+113,684
New +$502K 0.06% 236

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 40.91% 1-Year Est. Return

Ethos Financial Group's TE Position: Q2 2026 in Review

Ethos Financial Group reduced its T1 Energy (TE) stake by 19% in Q2 2026, selling an estimated $194K and leaving 115,572 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #213.

Ethos Financial Group first reported a position in TE in Q4 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • Ethos Financial Group held 115,572 shares of T1 Energy worth $1.1M as of Q2 2026.
  • Ethos Financial Group sold 27,283 T1 Energy shares in Q2 2026, an estimated $194K.
  • T1 Energy made up 0.07% of Ethos Financial Group's portfolio in Q2 2026, its #213 holding.
  • Ethos Financial Group first reported a position in T1 Energy in Q4 2025 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.