LPL Financial

LPL Financial’s T1 Energy Inc 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 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

Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return