FWA
TE

FSM Wealth Advisors’s T1 Energy TE Stock Holding History

FSM Wealth Advisors’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
2025
Q4 		– Sell
-20,626
Closed -$45K – 335
2025
Q3 		$45K Hold
20,626
– – 0.01% 320
2025
Q2 		$28.9K Buy
20,626
+26
+0.1% +$32 ﹤0.01% 286
2025
Q1 		$26K Sell
20,600
-22
-0.1% -$41 0.01% 211
2024
Q4 		$50.5K Buy
+20,622
New +$34.6K 0.01% 192

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FSM Wealth Advisors's TE Position: Q4 2025 in Review

FSM Wealth Advisors sold out of T1 Energy (TE) in Q4 2025, closing a stake of 20,626 shares — an estimated $45K sold.

FSM Wealth Advisors first reported a position in TE in Q4 2024 and held it in 4 quarters. The position peaked at $50.5K in Q4 2024. 233 funds tracked by Wall St. Rank hold TE as of Q4 2025.

  • FSM Wealth Advisors reported no remaining T1 Energy position as of Q4 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 20,626 T1 Energy shares in Q4 2025, an estimated $45K.
  • FSM Wealth Advisors first reported a position in T1 Energy in Q4 2024 and held it in 4 quarters.
  • FSM Wealth Advisors's T1 Energy position peaked at $50.5K in Q4 2024.
  • 233 funds tracked by Wall St. Rank held T1 Energy as of Q4 2025.

Based on FSM Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.