KMWM
TE

Keudell/Morrison Wealth Management’s T1 Energy TE Stock Holding History

Keudell/Morrison Wealth Management’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 		$1.9K Buy
+200
New +$1.42K ﹤0.01% 259

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
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
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

Keudell/Morrison Wealth Management's TE Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its T1 Energy (TE) stake by 0.78% in Q2 2026, buying an estimated $739 and bringing the position to 13,486 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #253.

Keudell/Morrison Wealth Management first reported a position in TE in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • Keudell/Morrison Wealth Management held 13,486 shares of T1 Energy worth $128K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 104 T1 Energy shares in Q2 2026, an estimated $739.
  • T1 Energy made up 0.02% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Keudell/Morrison Wealth Management first reported a position in T1 Energy in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.