SCA
TE

Southpoint Capital Advisors’s T1 Energy TE Stock Holding History

Southpoint Capital 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
Q1 		$26.3M Hold
6,000,000
– – 0.54% 35
2025
Q4 		$40.1M Hold
6,000,000
– – 0.93% 31
2025
Q3 		$13.1M Sell
6,000,000
-1,756,509
-23% -$2.8M 0.34% 39
2025
Q2 		$9.54M Hold
7,756,509
– – 0.24% 37
2025
Q1 		$9.77M Buy
7,756,509
+1,972,783
+34% +$3.64M 0.23% 40
2024
Q4 		$14.9M Buy
+5,783,726
New +$9.7M 0.35% 38
2023
Q4 		– Sell
-5,000,000
Closed -$24.4M – 59
2023
Q3 		$24.4M Buy
5,000,000
+1,400,000
+39% +$10.1M 0.55% 42
2023
Q2 		$33.7M Buy
3,600,000
+700,000
+24% +$5.26M 0.73% 37
2023
Q1 		$25.8M Buy
2,900,000
+400,000
+16% +$3.48M 0.58% 42
2022
Q4 		$21.7M Buy
+2,500,000
New +$31.3M 0.56% 39

Other funds holding TE

ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $124B AUM 33.93% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Southpoint Capital Advisors's TE Position: Q1 2026 in Review

Southpoint Capital Advisors held its T1 Energy (TE) position steady in Q1 2026 at 6,000,000 shares worth $26.3M. The position accounts for 0.54% of the portfolio, ranked #35.

Southpoint Capital Advisors first reported a position in TE in Q4 2022 and has held it in 10 quarters since. The position peaked at $40.1M in Q4 2025. 253 funds tracked by Wall St. Rank hold TE as of Q1 2026.

  • Southpoint Capital Advisors held 6,000,000 shares of T1 Energy worth $26.3M as of Q1 2026.
  • Southpoint Capital Advisors left its T1 Energy share count unchanged in Q1 2026.
  • T1 Energy made up 0.54% of Southpoint Capital Advisors's portfolio in Q1 2026, its #35 holding.
  • Southpoint Capital Advisors first reported a position in T1 Energy in Q4 2022 and has held it in 10 quarters since.
  • Southpoint Capital Advisors's T1 Energy position peaked at $40.1M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held T1 Energy as of Q1 2026.

Based on Southpoint Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.