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Integrated Wealth Concepts’s T1 Energy TE Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-33,120
Closed -$145K – 2554
2026
Q1 		$145K Buy
+33,120
New +$243K ﹤0.01% 2146

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's TE Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of T1 Energy (TE) in Q2 2026, closing a stake of 33,120 shares — an estimated $145K sold.

Integrated Wealth Concepts first reported a position in TE in Q1 2026 and held it in 1 quarter. The position peaked at $145K in Q1 2026. 316 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining T1 Energy position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 33,120 T1 Energy shares in Q2 2026, an estimated $145K.
  • Integrated Wealth Concepts first reported a position in T1 Energy in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's T1 Energy position peaked at $145K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.