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 ($155.1k this quarter). Holder counts are more reliable. Shares outstanding: 279.0m as of 2026-03-24, 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 ≈ $4.39. Options: 15 managers hold calls ($33.6m notional), 12 hold puts ($15.0m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 62 | 58 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $364.4k | $692.2k | 1.90 |
| Q3 2025 | $1.2m | $8.0m | 6.44 |
| Q4 2025 | $38.9m | $24.4m | 0.63 |
| Q1 2026 | $33.6m | $15.0m | 0.45 |
Biggest buyers
| Situational Awareness LP | New | +10.0m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +8.3m |
| TWO SIGMA INVESTMENTS, LP | Added | +7.6m |
| Slate Path Capital LP | New | +6.3m |
| BlackRock, Inc. | Added | +4.6m |
| GOLDMAN SACHS GROUP INC | Added | +3.1m |
| Electron Capital Partners, LLC | Added | +2.4m |
| MORGAN STANLEY | Added | +1.5m |
| STATE STREET CORP | Added | +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.3m |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -4.8m |
| Point72 Asset Management, L.P. | Reduced | -3.8m |
| JANE STREET GROUP, LLC | Reduced | -2.9m |
| Ghisallo Capital Management LLC | Sold out | -2.0m |
| KIM, LLC | Sold out | -1.3m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.3m |
| Invesco Ltd. | Reduced | -1.3m |
| Halter Ferguson Financial Inc. | Sold out | -1.3m |
| Bornite Capital Management LP | Sold out | -1.2m |
| Long Focus Capital Management, LLC | Sold out | -1.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.6m2.4m shares |
| Point72 Asset Management, L.P. | Added | $5.3m1.2m shares |
| CITADEL ADVISORS LLC | Added | $4.7m1.1m shares |
| GROUP ONE TRADING LLC | Reduced | $3.6m809.1k shares |
| IMC-Chicago, LLC | Added | $2.8m647.3k shares |
| SIMPLEX TRADING, LLC | Added | $2.3m520.9k shares |
| MOORE CAPITAL MANAGEMENT, LP | Added | $1.1m250.0k shares |
| Walleye Trading LLC | Added | $837.6k190.8k shares |
| JANE STREET GROUP, LLC | Reduced | $719.1k163.8k shares |
| Caption Management, LLC | New | $619.0k141.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.9m1.6m shares |
| JANE STREET GROUP, LLC | Added | $1.5m338.7k shares |
| IMC-Chicago, LLC | Reduced | $1.4m322.6k shares |
| Walleye Capital LLC | Reduced | $1.2m274.7k shares |
| Point72 Asset Management, L.P. | New | $730.1k166.3k shares |
| CITADEL ADVISORS LLC | Reduced | $647.5k147.5k shares |
| Caption Management, LLC | New | $632.2k144.0k shares |
| GROUP ONE TRADING LLC | Reduced | $549.2k125.1k shares |
| Walleye Trading LLC | Reduced | $522.8k119.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $446.5k101.7k 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| 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 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Encompass Capital Advisors LLC 6.26% of their portfolio | 35.0m $153.5m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 15.4m $67.6m | Added +4.6m |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 11.9m $52.1m | Added +8.3m |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 11.1m $48.7m | Added +7.6m |
| Situational Awareness Partners LP 1.14% of their portfolio | 10.0m $43.9m | First filing |
| Situational Awareness LP 1.14% of their portfolio | 10.0m $43.9m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 8.1m $35.7m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 6.5m $28.4m | Added +1.3m |
| Slate Path Capital LP 0.41% of their portfolio | 6.3m $27.6m | New |
| Southpoint Capital Advisors LP 0.54% of their portfolio | 6.0m $26.3m | Unchanged |
| Electron Capital Partners, LLC 1.22% of their portfolio | 5.9m $26.0m | Added +2.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.9m $21.4m | Added +1.3m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 4.5m $19.8m | Added +3.1m |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 3.7m $16.2m | Added +672.4k |
| UBS Group AG 0.00% of their portfolio | 3.4m $14.8m | Reduced -1.1m |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $12.1m | Added +1.5m |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 2.4m $10.4m | Added +907.6k |
| Gladstone Institutional Advisory LLC 0.34% of their portfolio | 2.1m $9.0m | Added +266.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 2.0m $9.0m | Reduced -4.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.7m $7.5m | First filing |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $7.2m | Added +496.8k |
| Trexquant Investment LP 0.05% of their portfolio | 1.5m $6.6m | Reduced -127.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 1.5m $6.6m | Added +262.6k |
| Invesco Ltd. 0.00% of their portfolio | 1.3m $5.8m | Reduced -1.3m |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.3m $5.7m | First filing |
| BARCLAYS PLC 0.00% of their portfolio | 1.3m $5.6m | Added +1.1m |
| Nuveen, LLC 0.00% of their portfolio | 1.2m $5.1m | Added +500.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 1.1m $4.9m | Reduced -955.1k |
| Squarepoint Ops LLC 0.01% of their portfolio | 1.1m $4.6m | Added +835.9k |
| Counterpoint Mutual Funds LLC 0.68% of their portfolio | 1.0m $4.5m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 971.2k $4.3m | Added +37.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 940.9k $4.1m | Reduced -2.9m |
| Engineers Gate Manager LP 0.05% of their portfolio | 930.2k $4.1m | Added +795.4k |
| Security National Bank 0.50% of their portfolio | 781.3k $3.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 753.0k $3.3m | Added +613.0k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 675.4k $3.0m | Reduced -877.1k |
| PLUSTICK MANAGEMENT LLC 1.38% of their portfolio | 650.0k $2.9m | Reduced -150.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 604.2k $2.7m | Added +234.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 574.1k $2.5m | Added +165.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 508.3k $2.2m | Reduced -3.8m |
| Burkehill Global Management, LP 0.11% of their portfolio | 500.0k $2.2m | Unchanged |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 466.0k $2.0m | New |
| Jain Global LLC 0.03% of their portfolio | 459.1k $2.0m | Reduced -172.5k |
| Blueshift Asset Management, LLC 0.58% of their portfolio | 437.2k $1.9m | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 415.9k $1.8m | Reduced -68.6k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 405.2k $1.8m | Added +10.4k |
| Jump Financial, LLC 0.03% of their portfolio | 404.0k $1.8m | Reduced -479.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 381.6k $1.7m | Added +362.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 343.4k $1.5m | Reduced -139.7k |
| Swiss National Bank 0.00% of their portfolio | 332.1k $1.5m | Unchanged |
| Concurrent Investment Advisors, LLC 0.01% of their portfolio | 311.0k $1.4m | New |
| Centiva Capital, LP 0.06% of their portfolio | 303.6k $1.3m | Added +291.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 262.5k $1.2m | Added +87.8k |
| ALPS ADVISORS INC 0.01% of their portfolio | 257.2k $1.1m | Added +36.0k |
| LPL Financial LLC 0.00% of their portfolio | 253.4k $1.1m | Added +102.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 248.5k $1.1m | Added +94.7k |
| Green Alpha Advisors, LLC 1.05% of their portfolio | 243.2k $1.1m | Reduced -867 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 240.0k $1.1m | Added +23.7k |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 239.7k $1.1m | Added +128.6k |
| DNB Asset Management AS 0.00% of their portfolio | 237.0k $1.0m | Added +88.0k |
| Maridea Wealth Management LLC 0.14% of their portfolio | 217.8k $956.1k | Added +176.5k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 213.2k $935.7k | New |
| Venture Visionary Partners LLC 0.03% of their portfolio | 205.6k $902.5k | Added +25.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 203.7k $894.4k | Added +134.4k |
| Verition Fund Management LLC 0.01% of their portfolio | 197.7k $867.9k | Added +26.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 194.0k $1.3m | Added +63.2k |
| Shay Capital LLC 0.12% of their portfolio | 191.5k $840.7k | Reduced -63.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 188.8k $828.6k | Reduced -5.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 182.3k $800.2k | Added +6.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 176.7k $776.0k | Reduced -317.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 176.1k $773.0k | Added +74.6k |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 176.0k $772.8k | Added +64 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 172.1k $755.6k | Added +67.8k |
| Amundi 0.00% of their portfolio | 169.9k $745.8k | Added +24.6k |
| HighTower Advisors, LLC 0.00% of their portfolio | 164.2k $720.7k | Added +47.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 158.7k $696.9k | Reduced -54.4k |
| XTX Topco Ltd 0.01% of their portfolio | 158.1k $694.2k | Added +96.6k |
| Numerai GP LLC 0.07% of their portfolio | 157.3k $690.7k | New |
| MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio | 150.0k $658.5k | Reduced -40.6k |
| Blackstone Inc. 0.00% of their portfolio | 145.7k $639.4k | Not comparable |
| Ethos Financial Group, LLC 0.06% of their portfolio | 142.9k $802.8k | Added +29.2k |
| Private Advisor Group, LLC 0.00% of their portfolio | 137.6k $604.3k | Reduced -289.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 131.2k $576.0k | First filing |
| Legal & General Group Plc 0.00% of their portfolio | 131.0k $575.1k | Reduced -17.7k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 128.1k $562.6k | New |
| AXQ CAPITAL, LP 0.07% of their portfolio | 123.4k $541.6k | Added +62.1k |
| Inspire Investing, LLC 0.03% of their portfolio | 117.0k $513.8k | Added +47.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 113.4k $497.6k | First filing |
| MetLife Investment Management, LLC 0.00% of their portfolio | 111.6k $490.0k | Added +36.6k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 102.8k $451.0k | Added +1.7k |
| ZAZOVE ASSOCIATES LLC 0.02% of their portfolio | 100.0k $439.0k | New |
| Lighthouse Investment Partners, LLC 0.02% of their portfolio | 100.0k $439.0k | New |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 98.4k $432.0k | Added +67.9k |
| CITIGROUP INC 0.00% of their portfolio | 97.3k $427.1k | Added +41.5k |
| Brookstone Capital Management 0.00% of their portfolio | 95.0k $416.8k | New |
| FMR LLC 0.00% of their portfolio | 92.9k $408.0k | Added +2.9k |
| ProShare Advisors LLC 0.00% of their portfolio | 92.1k $404.1k | Added +14.1k |
| Lake Hills Wealth Management, LLC 0.22% of their portfolio | 89.9k $394.7k | Added +72.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 89.9k $394.5k | Added +48.6k |
| Sender Co & Partners, Inc. 0.29% of their portfolio | 89.7k $393.6k | New |