LPL Financial
TE icon

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
Q3 		$2.06M Buy
532,733
+72,082
+16% +$371K ﹤0.01% 3772
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

LPL Financial's TE Position: Q3 2026 in Review

LPL Financial increased its T1 Energy (TE) stake by 16% in Q3 2026, buying an estimated $371K and bringing the position to 532,733 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3772.

LPL Financial first reported a position in TE in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.37M in Q2 2026. 105 funds tracked by Wall St. Rank hold TE as of Q3 2026.

  • LPL Financial held 532,733 shares of T1 Energy worth $2.06M as of Q3 2026.
  • LPL Financial bought 72,082 T1 Energy shares in Q3 2026, an estimated $371K.
  • T1 Energy made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3772 holding.
  • LPL Financial first reported a position in T1 Energy in Q4 2021 and has held it in 17 quarters since.
  • LPL Financial's T1 Energy position peaked at $4.37M in Q2 2026.
  • 105 funds tracked by Wall St. Rank held T1 Energy as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.