Gladstone Institutional Advisory
TE icon

Gladstone Institutional Advisory’s T1 Energy TE Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$7.96M Sell
2,061,956
-42,400
-2% -$218K 0.23% 93
2026
Q2 		$19.9M Buy
2,104,356
+44,620
+2% +$317K 0.63% 34
2026
Q1 		$9.04M Buy
2,059,736
+266,586
+15% +$1.95M 0.34% 61
2025
Q4 		$12M Buy
+1,793,150
New +$7.91M 0.45% 47
2023
Q2 		– Sell
-10,809
Closed -$96.1K – 724
2023
Q1 		$96.1K Buy
+10,809
New +$93.9K 0.01% 635

Other funds holding TE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Goodlander Investment Management
Goodlander Investment Management Dallas, Texas $246M AUM 76.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Gladstone Institutional Advisory's TE Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its T1 Energy (TE) stake by 2% in Q3 2026, selling an estimated $218K and leaving 2,061,956 shares worth $7.96M. The position accounts for 0.23% of the portfolio, ranked #93.

Gladstone Institutional Advisory first reported a position in TE in Q1 2023 and has held it in 5 quarters since. The position peaked at $19.9M in Q2 2026. 228 funds tracked by Wall St. Rank hold TE as of Q3 2026.

  • Gladstone Institutional Advisory held 2,061,956 shares of T1 Energy worth $7.96M as of Q3 2026.
  • Gladstone Institutional Advisory sold 42,400 T1 Energy shares in Q3 2026, an estimated $218K.
  • T1 Energy made up 0.23% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #93 holding.
  • Gladstone Institutional Advisory first reported a position in T1 Energy in Q1 2023 and has held it in 5 quarters since.
  • Gladstone Institutional Advisory's T1 Energy position peaked at $19.9M in Q2 2026.
  • 228 funds tracked by Wall St. Rank held T1 Energy as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.