Physician Wealth Advisors’s T1 Energy TE Stock Holding History

Physician Wealth Advisors’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	$8.69K	Hold	917	–	–	﹤0.01%	911
2026 Q1	$4.03K	Hold	917	–	–	﹤0.01%	1082
2025 Q4	$6.13K	Hold	917	–	–	﹤0.01%	909
2025 Q3	$2K	Sell	917 -341	-27%	-$543	﹤0.01%	1224
2025 Q2	$1.55K	Buy	+1,258	New	+$1.53K	﹤0.01%	1156

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

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

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Physician Wealth Advisors's TE Position: Q2 2026 in Review

Physician Wealth Advisors held its T1 Energy (TE) position steady in Q2 2026 at 917 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Physician Wealth Advisors first reported a position in TE in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold TE as of Q2 2026.

Physician Wealth Advisors held 917 shares of T1 Energy worth $8.69K as of Q2 2026.
Physician Wealth Advisors left its T1 Energy share count unchanged in Q2 2026.
T1 Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #911 holding.
Physician Wealth Advisors first reported a position in T1 Energy in Q2 2025 and has held it in 5 quarters since.
83 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.