T1 ENERGY INC TE
COM NEW · Common Stock · CUSIP 35834F104 · ISIN US35834F1049
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersAustin, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Shares outstanding: 294.5m as of 2026-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.47. Options: 28 managers hold calls ($172.9m notional), 12 hold puts ($74.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 5 |
| Q1 2024 | 109 |
| Q2 2024 | 122 |
| Q3 2024 | 130 |
| Q4 2024 | 135 |
| Q1 2025 | 128 |
| Q2 2025 | 125 |
| Q3 2025 | 133 |
| Q4 2025 | 234 |
| Q1 2026 | 256 |
| Q2 2026 | 317 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 59 | 46 |
| Q4 2024 | 64 | 56 |
| Q1 2025 | 48 | 62 |
| Q2 2025 | 57 | 46 |
| Q3 2025 | 59 | 44 |
| Q4 2025 | 170 | 42 |
| Q1 2026 | 163 | 92 |
| Q2 2026 | 195 | 124 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.2m | $8.0m | 6.44 |
| Q4 2025 | $38.9m | $24.4m | 0.63 |
| Q1 2026 | $33.6m | $15.0m | 0.45 |
| Q2 2026 | $172.9m | $74.0m | 0.43 |
Biggest buyers
| BlackRock, Inc. | Added | +10.8m |
| Invesco Ltd. | Added | +9.8m |
| STATE STREET CORP | Added | +9.1m |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | New | +7.5m |
| CITADEL ADVISORS LLC | Added | +2.9m |
| HRT FINANCIAL LP | New | +2.8m |
| FIRST TRUST ADVISORS LP | Added | +2.7m |
| JUPITER ASSET MANAGEMENT LTD | New | +2.6m |
| BARCLAYS PLC | Added | +2.3m |
| UBS Group AG | Added | +1.7m |
Biggest sellers
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -7.6m |
| Slate Path Capital LP | Sold out | -6.3m |
| Southpoint Capital Advisors LP | Sold out | -6.0m |
| Situational Awareness LP | Reduced | -5.1m |
| Electron Capital Partners, LLC | Reduced | -3.0m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.7m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.3m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.9m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.1m |
| Trexquant Investment LP | Reduced | -1.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $43.6m4.6m shares |
| JANE STREET GROUP, LLC | Added | $27.4m2.9m shares |
| CITADEL ADVISORS LLC | Added | $20.2m2.1m shares |
| GROUP ONE TRADING LLC | Added | $17.8m1.9m shares |
| IMC-Chicago, LLC | Added | $16.3m1.7m shares |
| Point72 Asset Management, L.P. | Reduced | $10.2m1.1m shares |
| Walleye Trading LLC | Added | $7.2m757.8k shares |
| K2 PRINCIPAL FUND, L.P. | Added | $6.6m694.5k shares |
| SIMPLEX TRADING, LLC | Added | $5.2m551.9k shares |
| Caption Management, LLC | Added | $4.5m473.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $17.6m1.9m shares |
| JANE STREET GROUP, LLC | Added | $17.5m1.8m shares |
| CITADEL ADVISORS LLC | Added | $13.4m1.4m shares |
| IMC-Chicago, LLC | Added | $9.8m1.0m shares |
| GROUP ONE TRADING LLC | Added | $4.7m495.0k shares |
| Walleye Trading LLC | Added | $4.0m426.0k shares |
| SIMPLEX TRADING, LLC | Added | $3.8m399.8k shares |
| Tidal Investments LLC | New | $1.2m123.4k shares |
| Point72 Asset Management, L.P. | Reduced | $995.4k105.0k shares |
| Caption Management, LLC | Reduced | $891.1k94.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Encompass Capital Advisors LLC 13D · may seek influence no change · filed 2025-12-15 | 20.0% |
TRINA SOLAR (SCHWEIZ) AG
13D · may seek influence
-8.6 pts · filed 2026-05-26
Stated purposeOn May 21, 2026, and May 22, 2026, the Reporting Person sold a total of 22,500,000 shares of common stock of the Issuer in the ordinary course of business. Full filing |
11.0% |
| BlackRock, Inc. 13G · institution +3.9 pts · filed 2026-07-30 | 9.2% |
| MILLENNIUM MANAGEMENT LLC 13G · passive investor +1.8 pts · filed 2026-10-07 | 7.3% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.6% |
Fell to 5% or below in the last year: INTEGRATED CORE STRATEGIES (US) LLC (4.4%, 2026-08-05), Alussa Energy Sponsor LLC (4.2%, 2026-02-26), MORGAN STANLEY (4.1%, 2026-02-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $1.2m | 1 | $4.3m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $1.9m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-22 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Sold | $77.2m9.5m shares |
| 2026-05-21 | TRINA SOLAR (SCHWEIZ) AG 10% owner | Sold | $113.0m13.0m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Encompass Capital Advisors LLC 14.30% of their portfolio | 35.0m $331.5m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 26.2m $248.2m | Added +10.8m |
| STATE STREET CORP 0.00% of their portfolio | 15.6m $147.5m | Added +9.1m |
| Invesco Ltd. 0.01% of their portfolio | 11.1m $105.3m | Added +9.8m |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 9.2m $87.6m | Reduced -1.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.8m $83.4m | Added +670.4k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 2.94% of their portfolio | 7.5m $70.8m | New |
| UBS Group AG 0.01% of their portfolio | 5.1m $48.2m | Added +1.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.0m $47.8m | Added +170.0k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 5.0m $47.4m | Added +2.9m |
| Situational Awareness LP 0.23% of their portfolio | 4.9m $46.5m | Reduced -5.1m |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 4.2m $39.9m | Reduced -7.6m |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 3.8m $35.9m | Added +1.4m |
| BARCLAYS PLC 0.01% of their portfolio | 3.6m $34.4m | Added +2.3m |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 3.2m $30.1m | Added +2.7m |
| Electron Capital Partners, LLC 1.11% of their portfolio | 2.9m $27.8m | Reduced -3.0m |
| HRT FINANCIAL LP 0.06% of their portfolio | 2.8m $26.7m | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $26.5m | Added +35.1k |
| JUPITER ASSET MANAGEMENT LTD 0.12% of their portfolio | 2.6m $24.5m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 2.4m $22.3m | Added +839.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.2m $21.0m | Reduced -2.3m |
| Gladstone Institutional Advisory LLC 0.63% of their portfolio | 2.1m $19.9m | Added +44.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.9m $17.8m | Added +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.9m $17.6m | Added +1.7m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.7m $15.8m | Added +30.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.6m $15.2m | Reduced -99.0k |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 1.5m $14.0m | Added +1.1m |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.5m $13.8m | Added +165.2k |
| Squarepoint Ops LLC 0.03% of their portfolio | 1.4m $13.5m | Added +371.9k |
| GROUP ONE TRADING LLC 0.38% of their portfolio | 1.4m $13.3m | Added +1.2m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $10.8m | Added +1.1m |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 1.1m $10.5m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 971.3k $9.2m | Reduced -2.7m |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 964.1k $9.1m | Added +455.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 819.4k $7.8m | Added +215.3k |
| Clear Street Group Inc. 0.02% of their portfolio | 802.1k $7.6m | New |
| Science & Technology Partners, L.P. 1.24% of their portfolio | 775.1k $7.3m | New |
| AGF MANAGEMENT LTD 0.03% of their portfolio | 751.1k $7.1m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 708.9k $6.7m | Reduced -262.3k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.34% of their portfolio | 673.1k $6.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 663.7k $6.3m | Reduced -89.3k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 651.7k $6.2m | New |
| HITE Hedge Asset Management LLC 0.32% of their portfolio | 618.2k $5.9m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 562.8k $5.3m | Reduced -11.3k |
| Lighthouse Investment Partners, LLC 0.16% of their portfolio | 553.1k $5.2m | Added +453.1k |
| Trexquant Investment LP 0.03% of their portfolio | 505.8k $4.8m | Reduced -1.0m |
| PLUSTICK MANAGEMENT LLC 2.01% of their portfolio | 500.0k $4.7m | Reduced -150.0k |
| Burkehill Global Management, LP 0.17% of their portfolio | 500.0k $4.7m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 470.8k $4.5m | Reduced -682.8k |
| LPL Financial LLC 0.00% of their portfolio | 460.7k $4.4m | Added +207.3k |
| Walleye Trading LLC 0.06% of their portfolio | 441.5k $4.2m | New |
| Graham Capital Management, L.P. 0.10% of their portfolio | 411.4k $3.9m | Added +389.9k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 408.0k $3.9m | Added +2.9k |
| Alta Fundamental Advisers LLC 1.37% of their portfolio | 400.0k $3.8m | New |
| PEAK6 LLC 0.09% of their portfolio | 397.0k $3.8m | New |
| Security National Bank 0.44% of their portfolio | 391.3k $3.7m | Reduced -390.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 365.5k $3.5m | Added +206.8k |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 354.5k $3.4m | New |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 353.3k $3.3m | Added +335.1k |
| Swiss National Bank 0.00% of their portfolio | 349.9k $3.3m | Added +17.8k |
| DNB Asset Management AS 0.01% of their portfolio | 347.7k $3.3m | Added +110.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 342.3k $3.2m | Added +79.8k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.69% of their portfolio | 315.0k $3.0m | New |
| ALPS ADVISORS INC 0.01% of their portfolio | 309.0k $2.9m | Added +51.7k |
| Alight Capital Management LP 0.46% of their portfolio | 300.0k $2.8m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 299.5k $2.8m | Added +127.4k |
| CITIGROUP INC 0.00% of their portfolio | 298.7k $2.8m | Added +201.4k |
| IMC-Chicago, LLC 0.02% of their portfolio | 286.8k $2.7m | Added +224.3k |
| SIH Partners, LLLP 0.11% of their portfolio | 282.3k $2.7m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 272.2k $2.6m | Added +217.5k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 267.1k $2.5m | Added +139.0k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 265.8k $2.5m | Added +179.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 263.5k $2.5m | Added +229.0k |
| UniSuper Management Pty Ltd 0.01% of their portfolio | 260.0k $2.5m | New |
| GILDER GAGNON HOWE & CO LLC 0.02% of their portfolio | 248.9k $2.4m | Added +72.9k |
| Green Alpha Advisors, LLC 1.52% of their portfolio | 239.4k $2.3m | Reduced -3.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 234.5k $2.2m | Reduced -13.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 233.2k $2.2m | Reduced -6.8k |
| Engineers Gate Manager LP 0.03% of their portfolio | 212.2k $2.0m | Reduced -718.1k |
| WINTON GROUP Ltd 0.06% of their portfolio | 203.8k $1.9m | New |
| SIMPLEX TRADING, LLC 0.05% of their portfolio | 203.0k $1.9m | New |
| Voleon Capital Management LP 0.03% of their portfolio | 200.9k $1.9m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 200.9k $881.9k | Added +6.9k |
| Ratan Capital Management LP 0.61% of their portfolio | 200.0k $1.9m | New |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 196.8k $1.9m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 195.9k $1.9m | Reduced -7.8k |
| XTX Topco Ltd 0.02% of their portfolio | 192.5k $1.8m | Added +34.3k |
| Sender Co & Partners, Inc. 0.76% of their portfolio | 189.1k $1.8m | Added +99.5k |
| Havemeyer Place LP 0.17% of their portfolio | 185.7k $1.8m | Added +146.7k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 175.0k $1.7m | New |
| Cetera Investment Advisers 0.00% of their portfolio | 172.7k $1.6m | Reduced -9.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 162.2k $1.5m | Reduced -50.9k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 160.7k $1.5m | Added +62.2k |
| Legal & General Group Plc 0.00% of their portfolio | 151.8k $1.4m | Added +20.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 133.9k $1.3m | Added +20.6k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 132.0k $1.3m | Added +73.4k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 131.2k $1.2m | New |
| Shay Capital LLC 0.13% of their portfolio | 128.5k $1.2m | Reduced -63.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 125.7k $1.2m | Reduced -5.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 124.9k $1.2m | Added +99.5k |