Kestra Advisory Services’s T1 Energy TE Stock Holding History

Kestra Advisory Services’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	$309K	Sell	32,550 -4,450	-12%	-$31.6K	﹤0.01%	2744
2026 Q1	$162K	Buy	37,000 +19,436	+111%	+$142K	﹤0.01%	2979
2025 Q4	$117K	Buy	+17,564	New	+$77.5K	﹤0.01%	3309

Other funds holding TE

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Kestra Advisory Services's TE Position: Q2 2026 in Review

Kestra Advisory Services reduced its T1 Energy (TE) stake by 12% in Q2 2026, selling an estimated $31.6K and leaving 32,550 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Kestra Advisory Services first reported a position in TE in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold TE as of Q2 2026.

Kestra Advisory Services held 32,550 shares of T1 Energy worth $309K as of Q2 2026.
Kestra Advisory Services sold 4,450 T1 Energy shares in Q2 2026, an estimated $31.6K.
T1 Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2744 holding.
Kestra Advisory Services first reported a position in T1 Energy in Q4 2025 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.