Waverly Advisors’s T1 Energy TE Stock Holding History

Waverly 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	$120K	Buy	12,637 +280	+2%	+$1.99K	﹤0.01%	1673
2026 Q1	$54.2K	Buy	+12,357	New	+$90.5K	﹤0.01%	1564

Other funds holding TE

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Waverly Advisors's TE Position: Q2 2026 in Review

Waverly Advisors increased its T1 Energy (TE) stake by 2.3% in Q2 2026, buying an estimated $1.99K and bringing the position to 12,637 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Waverly Advisors first reported a position in TE in Q1 2026 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold TE as of Q2 2026.

Waverly Advisors held 12,637 shares of T1 Energy worth $120K as of Q2 2026.
Waverly Advisors bought 280 T1 Energy shares in Q2 2026, an estimated $1.99K.
T1 Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1673 holding.
Waverly Advisors first reported a position in T1 Energy in Q1 2026 and has held it in 2 quarters since.
316 funds tracked by Wall St. Rank held T1 Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.