UBS AM

UBS AM’s T1 Energy Inc TE Stock Holding History

UBS AM’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	$1.15M	Buy	262,480 +87,780	+50%	+$643K	﹤0.01%	2290
2025 Q4	$1.17M	Buy	+174,700	New	+$771K	﹤0.01%	2089
2024 Q4	–	Sell	-1,026,774	Closed	-$996K	–	2772
2024 Q3	$996K	Buy	1,026,774 +320,217	+45%	+$437K	﹤0.01%	2397
2024 Q2	$1.2M	Buy	+706,557	New	+$1.35M	﹤0.01%	2279
2024 Q1	–	Sell	-146,470	Closed	-$274K	–	2566
2023 Q4	$274K	Buy	146,470 +39,191	+37%	+$106K	﹤0.01%	2439
2023 Q3	$525K	Buy	107,279 +10,145	+10%	+$72.9K	﹤0.01%	2277
2023 Q2	$864K	Hold	97,134	–	–	﹤0.01%	2068
2023 Q1	$864K	Sell	97,134 -1,167	-1%	-$10.1K	﹤0.01%	2068
2022 Q4	$853K	Buy	98,301 +25,812	+36%	+$323K	﹤0.01%	1925
2022 Q3	$1.03M	Sell	72,489 -10,181	-12%	-$114K	﹤0.01%	1946
2022 Q2	$565K	Hold	82,670	–	–	﹤0.01%	2264
2022 Q1	$1.01M	Hold	82,670	–	–	﹤0.01%	2131
2021 Q4	$924K	Buy	+82,670	New	+$895K	﹤0.01%	2250

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