LHWM
TE

Lake Hills Wealth Management’s T1 Energy TE Stock Holding History

Lake Hills 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 		$214K Sell
22,616
-67,297
-75% -$478K 0.1% 60
2026
Q1 		$395K Buy
89,913
+72,068
+404% +$528K 0.22% 41
2025
Q4 		$119K Buy
+17,845
New +$78.7K 0.06% 57

Other funds holding TE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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

Lake Hills Wealth Management's TE Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its T1 Energy (TE) stake by 75% in Q2 2026, selling an estimated $478K and leaving 22,616 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #60.

Lake Hills Wealth Management first reported a position in TE in Q4 2025 and has held it in 3 quarters since. The position peaked at $395K in Q1 2026. 119 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • Lake Hills Wealth Management held 22,616 shares of T1 Energy worth $214K as of Q2 2026.
  • Lake Hills Wealth Management sold 67,297 T1 Energy shares in Q2 2026, an estimated $478K.
  • T1 Energy made up 0.1% of Lake Hills Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Lake Hills Wealth Management first reported a position in T1 Energy in Q4 2025 and has held it in 3 quarters since.
  • Lake Hills Wealth Management's T1 Energy position peaked at $395K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.