LPL Financial
TE

LPL Financial’s T1 Energy TE Stock Holding History

LPL Financial’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 		$4.37M Buy
460,651
+207,259
+82% +$1.47M ﹤0.01% 2923
2026
Q1 		$1.11M Buy
253,392
+102,368
+68% +$750K ﹤0.01% 4103
2025
Q4 		$1.01M Buy
151,024
+25,190
+20% +$111K ﹤0.01% 4067
2025
Q3 		$274K Buy
125,834
+161
+0.1% +$257 ﹤0.01% 5118
2025
Q2 		$155K Sell
125,673
-297
-0.2% -$362 ﹤0.01% 5163
2025
Q1 		$159K Sell
125,970
-3,750
-3% -$6.92K ﹤0.01% 4928
2024
Q4 		$335K Sell
129,720
-30,637
-19% -$51.4K ﹤0.01% 4425
2024
Q3 		$156K Sell
160,357
-3,200
-2% -$4.37K ﹤0.01% 4796
2024
Q2 		$278K Buy
163,557
+32,200
+25% +$61.5K ﹤0.01% 4333
2024
Q1 		$221K Sell
131,357
-2,402
-2% -$3.8K ﹤0.01% 4439
2023
Q4 		$250K Buy
133,759
+44,774
+50% +$121K ﹤0.01% 4227
2023
Q3 		$435K Buy
88,985
+44,225
+99% +$318K ﹤0.01% 3599
2023
Q2 		$419K Buy
44,760
+14,097
+46% +$106K ﹤0.01% 3582
2023
Q1 		$273K Buy
30,663
+18,143
+145% +$158K ﹤0.01% 3817
2022
Q4 		$109K Buy
+12,520
New +$157K ﹤0.01% 4147
2022
Q1 		– Sell
-12,040
Closed -$135K – 4410
2021
Q4 		$135K Buy
+12,040
New +$130K ﹤0.01% 4072

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 $3.37T AUM 44.26% 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

LPL Financial's TE Position: Q2 2026 in Review

LPL Financial increased its T1 Energy (TE) stake by 82% in Q2 2026, buying an estimated $1.47M and bringing the position to 460,651 shares worth $4.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

LPL Financial first reported a position in TE in Q4 2021 and has held it in 16 quarters since. 315 funds tracked by Wall St. Rank hold TE as of Q2 2026.

  • LPL Financial held 460,651 shares of T1 Energy worth $4.37M as of Q2 2026.
  • LPL Financial bought 207,259 T1 Energy shares in Q2 2026, an estimated $1.47M.
  • T1 Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2923 holding.
  • LPL Financial first reported a position in T1 Energy in Q4 2021 and has held it in 16 quarters since.
  • 315 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.