HWP
TE

Highline Wealth Partners’s T1 Energy TE Stock Holding History

Highline Wealth Partners’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 		$109K Sell
11,500
-9,482
-45% -$67.4K 0.02% 159
2026
Q1 		$92.1K Buy
20,982
+5,982
+40% +$43.8K 0.02% 123
2025
Q4 		$100K Buy
+15,000
New +$66.2K 0.03% 90

Other funds holding TE

SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
AIM
Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Highline Wealth Partners's TE Position: Q2 2026 in Review

Highline Wealth Partners reduced its T1 Energy (TE) stake by 45% in Q2 2026, selling an estimated $67.4K and leaving 11,500 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #159.

Highline Wealth Partners first reported a position in TE in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • Highline Wealth Partners held 11,500 shares of T1 Energy worth $109K as of Q2 2026.
  • Highline Wealth Partners sold 9,482 T1 Energy shares in Q2 2026, an estimated $67.4K.
  • T1 Energy made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Highline Wealth Partners first reported a position in T1 Energy in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.