T1 Energy Inc. 13F holders
316 funds reported a position in T1 Energy Inc. in their 13F for the quarter ended 30 June 2026, together 211.6 million shares worth $2.00 billion. Against the quarter before, 98 opened a position, 95 added, 81 trimmed and 43 sold out; together they bought a net 31.6 million shares. The largest holders: Encompass Capital Advisors LLC, BlackRock, Inc. and State Street Corp.
What each fund did in TE against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in TE in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 55 reported a position in T1 Energy Inc.: 9 opened one, 19 added, 11 trimmed and 13 sold out, a net 54,777 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 9 reported a position in T1 Energy Inc. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 9.2 million shares worth $87.6 million, 0.1% of its reported book. New this quarter: Ratan Capital. In the quarter, 5 funds added or opened a position and 4 trimmed or sold out; together they sold a net 8.5 million shares, about $80.4 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 9,240,988 | $87.6 million | 0.1% | -1,860,780 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 5,044,054 | $47.8 million | 0.0% | +170,022 | added | 30 June 2026 | 13F |
| Citadel Advisors | 4,995,804 | $47.4 million | 0.0% | +2,947,621 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 4,212,906 | $39.9 million | 0.1% | -7,645,400 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 971,263 | $9.2 million | 0.0% | -2,712,797 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 964,061 | $9.1 million | 0.0% | +455,801 | added | 30 June 2026 | 13F |
| Ratan Capital | 200,000 | $1.9 million | 0.6% | +200,000 | new | 30 June 2026 | 13F |
| FMR LLC | 104,406 | $989,773 | 0.0% | +11,475 | added | 30 June 2026 | 13F |
| Soros Fund Management | 45,982 | $435,909 | 0.0% | -42,375 | trimmed | 30 June 2026 | 13F |
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Encompass Capital Advisors LLC | 34,968,169 | 16.53% | $331.5 million | 14.30% | no change | 13F |
| BlackRock, Inc. | 26,185,723 | 12.38% | $248.2 million | 0.00% | +10,793,747 | 13F |
| State Street Corp. | 15,561,827 | 7.36% | $147.5 million | 0.00% | +9,097,588 | 13F |
| Invesco Ltd. | 11,105,876 | 5.25% | $105.3 million | 0.01% | +9,788,897 | 13F |
| Two Sigma Investments, LP | 9,240,988 | 4.37% | $87.6 million | 0.07% | -1,860,780 | 13F |
| Vanguard Capital Management LLC | 8,796,698 | 4.16% | $83.4 million | 0.00% | +670,434 | 13F |
| Discovery Capital Management, LLC | 7,465,100 | 3.53% | $70.8 million | 2.94% | new | 13F |
| UBS Group AG | 5,081,896 | 2.40% | $48.2 million | 0.01% | +1,699,702 | 13F |
| Geode Capital Management, LLC | 5,044,054 | 2.38% | $47.8 million | 0.00% | +170,022 | 13F |
| Citadel Advisors LLC | 4,995,804 | 2.36% | $47.4 million | 0.03% | +2,947,621 | 13F |
| Situational Awareness LP | 4,900,000 | 2.32% | $46.5 million | 0.23% | -5,100,000 | 13F |
| Renaissance Technologies LLC | 4,212,906 | 1.99% | $39.9 million | 0.06% | -7,645,400 | 13F |
| BNP Paribas Financial Markets | 3,789,797 | 1.79% | $35.9 million | 0.02% | +1,422,255 | 13F |
| Barclays PLC | 3,626,766 | 1.71% | $34.4 million | 0.01% | +2,340,960 | 13F |
| First Trust Advisors LP | 3,175,151 | 1.50% | $30.1 million | 0.02% | +2,709,134 | 13F |
| Electron Capital Partners, LLC | 2,931,918 | 1.39% | $27.8 million | 1.11% | -2,997,667 | 13F |
| HRT Financial LP | 2,818,833 | 1.33% | $26.7 million | 0.05% | new | 13F |
| Morgan Stanley | 2,798,281 | 1.32% | $26.5 million | 0.00% | +35,132 | 13F |
| Jupiter Asset Management Ltd | 2,586,348 | 1.22% | $24.5 million | 0.12% | new | 13F |
| Susquehanna International Group, LLP | 2,350,599 | 1.11% | $22.3 million | 0.02% | +839,508 | 13F |
| Goldman Sachs Group Inc. | 2,219,949 | 1.05% | $21.0 million | 0.00% | -2,285,987 | 13F |
| Gladstone Institutional Advisory LLC | 2,104,356 | 0.99% | $19.9 million | 0.63% | +44,620 | 13F |
| D. E. Shaw & Co., Inc. | 1,880,833 | 0.89% | $17.8 million | 0.01% | +1,537,430 | 13F |
| Price T Rowe Associates Inc. | 1,858,507 | 0.88% | $17.6 million | 0.00% | +1,682,438 | 13F |
| Northern Trust Corp. | 1,671,312 | 0.79% | $15.8 million | 0.00% | +29,983 | 13F |
| Vanguard Portfolio Management LLC | 1,599,298 | 0.76% | $15.2 million | 0.00% | -99,044 | 13F |
| Cambridge Investment Research Advisors, Inc. | 1,477,688 | 0.70% | $14.0 million | 0.02% | +1,061,824 | 13F |
| Vanguard Fiduciary Trust Co. | 1,458,848 | 0.69% | $13.8 million | 0.00% | +165,205 | 13F |
| Squarepoint Ops LLC | 1,429,027 | 0.68% | $13.5 million | 0.03% | +371,874 | 13F |
| Group One Trading LLC | 1,400,308 | 0.66% | $13.3 million | 0.38% | +1,160,632 | 13F |
| JPMorgan Chase & Co. | 1,220,837 | 0.58% | $10.8 million | 0.00% | +1,131,810 | 13F |
| T. Rowe Price Investment Management, Inc. | 1,102,909 | 0.52% | $10.5 million | 0.01% | new | 13F |
| Millennium Management LLC | 971,263 | 0.46% | $9.2 million | 0.01% | -2,712,797 | 13F |
| Point72 Asset Management, L.P. | 964,061 | 0.46% | $9.1 million | 0.01% | +455,801 | 13F |
| Bank of New York Mellon Corp | 819,441 | 0.39% | $7.8 million | 0.00% | +215,265 | 13F |
| Clear Street Group Inc. | 802,080 | 0.38% | $7.6 million | 0.02% | new | 13F |
| Science & Technology Partners, L.P. | 775,094 | 0.37% | $7.3 million | 1.24% | new | 13F |
| Agf Management Ltd | 751,119 | 0.36% | $7.1 million | 0.03% | new | 13F |
| Franklin Resources Inc. | 708,905 | 0.34% | $6.7 million | 0.00% | -262,295 | 13F |
| Occudo Quantitative Strategies LP | 673,122 | 0.32% | $6.4 million | 0.34% | new | 13F |
| Bank of America Corp. | 663,698 | 0.31% | $6.3 million | 0.00% | -89,263 | 13F |
| Hudson Bay Capital Management LP | 651,703 | 0.31% | $6.2 million | 0.03% | new | 13F |
| HITE Hedge Asset Management LLC | 618,194 | 0.29% | $5.9 million | 0.32% | new | 13F |
| Charles Schwab Investment Management Inc. | 562,771 | 0.27% | $5.3 million | 0.00% | -11,340 | 13F |
| Lighthouse Investment Partners, LLC | 553,110 | 0.26% | $5.2 million | 0.16% | +453,110 | 13F |
| Trexquant Investment LP | 505,755 | 0.24% | $4.8 million | 0.03% | -1,006,588 | 13F |
| Burkehill Global Management, LP | 500,000 | 0.24% | $4.7 million | 0.18% | no change | 13F |
| Plustick Management LLC | 500,000 | 0.24% | $4.7 million | 2.01% | -150,000 | 13F |
| Nuveen, LLC | 470,838 | 0.22% | $4.5 million | 0.00% | -682,792 | 13F |
| LPL Financial LLC | 460,651 | 0.22% | $4.4 million | 0.00% | +207,259 | 13F |
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on TE
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 2,129,000 | $20.2 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 1,410,900 | $13.4 million | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 1,073,300 | $10.2 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 105,000 | $995,400 | 30 June 2026 | 13F |
| Millennium Management | Calls | 50,000 | $474,000 | 30 June 2026 | 13F |
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 October 2026 | 13G/A | Integrated Core Strategies (US) LLC and 7 others | 21.8 million | 7.3% | 30 September 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 19 August 2026 | 13G | Millennium Management LLC and 5 others | 16.3 million | 5.5% | 14 August 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 7 August 2026 | 13G | State Street Corporation and 1 other | 15.6 million | 5.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 August 2026 | 13G | Integrated Core Strategies (US) LLC and 7 others | 12.3 million | 4.4% | 29 July 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 30 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 25.7 million | 9.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 May 2026 | 13D/A | Trina Solar (Schweiz) AG | 30.7 million | 11.0% | 21 May 2026 | On 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. | EDGAR |
| 27 April 2026 | 13G | BlackRock, Inc. and 1 other | 14.9 million | 5.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 February 2026 | 13D/A | Alussa Energy Sponsor LLC and 1 other | 11.7 million | 4.2% | 10 December 2025 | Item 4 is hereby amended and supplemented with the following: On September 5, 2025, as part of the partial conversion of its $80.0 million seven percent (7%) unsecured convertible note due in five (5) years (the "Convertible Note Instrument | EDGAR |
| 12 February 2026 | 13G/A | Morgan Stanley and 3 others | 10.5 million | 4.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 23 January 2026 | 13D/A | Trina Solar (Schweiz) AG | 53.2 million | 19.6% | 21 January 2026 | Item 4 of the Schedule 13D filed by the Reporting Person on December 27, 2024 (the "Schedule 13D"), is incorporated by reference herein. On November 6, 2024, the Issuer announced that the Issuer had entered into a transaction agreement (the | EDGAR |
| 6 January 2026 | 13D/A | Trina Solar (Schweiz) AG | 48.9 million | 18.4% | 30 December 2025 | Item 4 of the Schedule 13D filed by the Reporting Person on December 27, 2024 (the "Schedule 13D"), as amended, is incorporated by reference herein. On December 29, 2025, the Reporting Person entered into an Amended and Restated Cooperation | EDGAR |
| 22 December 2025 | 13D/A | Trina Solar (Schweiz) AG | 45.9 million | 17.4% | 10 December 2025 | Item 4 of the Schedule 13D filed by the Reporting Person on December 27, 2024 (the "Schedule 13D"), is incorporated by reference herein. On September 5, 2025, the Reporting Person and the Issuer completed the First Conversion (as defined in | EDGAR |
| 15 December 2025 | 13D/A | Encompass Capital Advisors LLC and 2 others | 74.1 million | 20.0% | 11 December 2025 | EDGAR | |
| 7 November 2025 | 13G/A | Morgan Stanley and 3 others | 10.3 million | 5.8% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 4 November 2025 | 13D/A | Encompass Capital Advisors LLC and 2 others | 74.1 million | 20.0% | 31 October 2025 | On October 31, 2025, the Issuer entered into an Amended and Restated Stock Purchase Agreement (the "A&R Purchase Agreement") with certain funds and accounts managed by ECA (the "Purchasers"). The A&R Purchase Agreement amends and restates t | EDGAR |
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 13,228 | $3.77 | SEC |
| 28 September 2026 | 1,276,620 | $3.78 | SEC |
| 23 September 2026 | 16,733 | $4.36 | SEC |
| 22 September 2026 | 26,513 | $4.45 | SEC |
| 17 September 2026 | 460,754 | $4.09 | SEC |
| 14 September 2026 | 1,179,750 | $4.61 | SEC |
| 11 September 2026 | 878,629 | $4.58 | SEC |
| 10 September 2026 | 8,104 | $4.91 | SEC |
| 9 September 2026 | 1,262,402 | $5.06 | SEC |
| 8 September 2026 | 14,401 | $4.60 | SEC |
| 4 September 2026 | 17,530 | $4.54 | SEC |
| 3 September 2026 | 2,522 | $4.27 | SEC |
| 2 September 2026 | 434,160 | $4.28 | SEC |
| 1 September 2026 | 83,766 | $4.45 | SEC |
| 31 August 2026 | 152,852 | $4.79 | SEC |
| 27 August 2026 | 45,307 | $4.51 | SEC |
| 26 August 2026 | 379,877 | $4.65 | SEC |
| 25 August 2026 | 1 | $4.32 | SEC |
| 24 August 2026 | 8,479 | $4.42 | SEC |
| 21 August 2026 | 500,151 | $4.36 | SEC |
| 19 August 2026 | 8,654 | $4.65 | SEC |
| 18 August 2026 | 129,732 | $4.88 | SEC |