TWD
TE

True Wealth Design’s T1 Energy TE Stock Holding History

True Wealth Design’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
2025
Q2 		– Sell
-11
Closed -$14 – 2856
2025
Q1 		$14 Buy
+11
New +$20 ﹤0.01% 2621

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
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return

True Wealth Design's TE Position: Q2 2025 in Review

True Wealth Design sold out of T1 Energy (TE) in Q2 2025, closing a stake of 11 shares — an estimated $14 sold.

True Wealth Design first reported a position in TE in Q1 2025 and held it in 1 quarter. The position peaked at $14 in Q1 2025. 123 funds tracked by Wall St. Rank hold TE as of Q2 2025.

  • True Wealth Design reported no remaining T1 Energy position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 11 T1 Energy shares in Q2 2025, an estimated $14.
  • True Wealth Design first reported a position in T1 Energy in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's T1 Energy position peaked at $14 in Q1 2025.
  • 123 funds tracked by Wall St. Rank held T1 Energy as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.