TENYSESemiconductors & Related DevicesFiscal year ends December 31
T1 Energy Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$2.54−0.08 (-3.05%)
Close on Oct 19, 2026
- Market cap
- $711.53M
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
71.8%
212M of 295M shares
Institutional holders
316
107 new, 41 sold out
Net institutional buying
32M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $190.25M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Kantor Todd J. | 74,147,162 | 19.99% | 13D (active) amendment | Oct 31, 2025 |
| Encompass Capital Advisors LLC | 74,147,162 | 19.99% | 13D (active) amendment | Dec 11, 2025 |
| Trina Solar (Schweiz) AG | 30,652,664 | 11.00% | 13D (active) amendment | May 21, 2026 |
| BlackRock, Inc. | 25,680,077 | 9.20% | 13G (passive) amendment | Jun 30, 2026 |
| Israel A. Englander | 21,814,971 | 7.30% | 13G (passive) amendment | Sep 30, 2026 |
| Millennium Management LLC | 16,269,184 | 5.50% | 13G (passive) | Aug 14, 2026 |
| State Street Corporation | 15,587,131 | 5.60% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Encompass Capital Advisors LLC | 34,968,169 | 11.87% | $331.50M | – | 11.79% |
| BlackRock, Inc. | 26,185,723 | 8.89% | $248.24M | +10,793,747 | 0.00% |
| State Street Corp | 15,561,827 | 5.28% | $147.53M | +9,097,588 | 0.00% |
| Invesco Ltd. | 11,105,876 | 3.77% | $105.28M | +9,788,897 | 0.01% |
| Two Sigma Investments, LP | 9,240,988 | 3.14% | $87.60M | −1,860,780 | 0.06% |
| Vanguard Capital Management LLC | 8,796,698 | 2.99% | $83.39M | +670,434 | 0.00% |
| Discovery Capital Management, LLC / Ct | 7,465,100 | 2.53% | $70.77M | New | 2.94% |
| UBS Group AG | 5,081,896 | 1.73% | $48.18M | +1,699,702 | 0.01% |
| Geode Capital Management, LLC | 5,044,054 | 1.71% | $47.83M | +170,022 | 0.00% |
| Citadel Advisors LLC | 4,995,804 | 1.70% | $47.36M | +2,947,621 | 0.01% |
| Situational Awareness LP | 4,900,000 | 1.66% | $46.45M | −5,100,000 | 0.23% |
| Renaissance Technologies LLC | 4,212,906 | 1.43% | $39.94M | −7,645,400 | 0.05% |
| Bnp Paribas Arbitrage, Snc | 3,789,797 | 1.29% | $35.93M | +1,422,255 | 0.01% |
| Barclays PLC | 3,626,766 | 1.23% | $34.38M | +2,340,960 | 0.01% |
| First Trust Advisors LP | 3,175,151 | 1.08% | $30.10M | +2,709,134 | 0.02% |
| Electron Capital Partners, LLC | 2,931,918 | 1.00% | $27.79M | −2,997,667 | 1.11% |
| Hrt Financial LP | 2,818,833 | 0.96% | $26.72K | New | 0.00% |
| Morgan Stanley | 2,798,281 | 0.95% | $26.53M | +35,132 | 0.00% |
| Jupiter Asset Management Ltd | 2,586,348 | 0.88% | $24.52M | New | 0.12% |
| Susquehanna International Group, Llp | 2,350,599 | 0.80% | $22.28M | +839,508 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 316 | 212M | 71.8% | 107 / 95 | 83 / 41 | 79M | 47M |
| Q1 2026 | 255 | 190M | 64.5% | 74 / 99 | 45 / 48 | 82M | 37M |
| Q4 2025 | 233 | 155M | 52.7% | 118 / 62 | 27 / 15 | 98M | 14M |
| Q3 2025 | 132 | 72M | 24.3% | 22 / 38 | 31 / 13 | 7M | 7M |
| Q2 2025 | 123 | 72M | 24.6% | 17 / 41 | 26 / 20 | 10M | 4M |
| Q1 2025 | 126 | 66M | 22.6% | 18 / 32 | 40 / 23 | 9M | 5M |
| Q4 2024 | 133 | 63M | 21.3% | 31 / 38 | 33 / 23 | 14M | 9M |
| Q3 2024 | 128 | 57M | 19.4% | 27 / 34 | 29 / 17 | 12M | 7M |
| Q2 2024 | 120 | 59M | 20.0% | 44 / 19 | 29 / 29 | 17M | 10M |
| Q1 2024 | 107 | 52M | 17.7% | 102 / 0 | 1 / 0 | 52M | 0M |
| Q4 2023 | 5 | 0M | 0.0% | 5 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TE | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 9,480,758 | 3.22% | $89.88M | 2.59% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,207,067 | 2.11% | $58.84M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,602,362 | 1.56% | $43.63M | 0.05% | Jun 30, 2026 |
| iShares Global Clean Energy ETF | 4,477,980 | 1.52% | $18.67M | 0.81% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 2,402,554 | 0.82% | $22.78M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,959,542 | 0.67% | $8.17M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,654,822 | 0.56% | $15.69M | 0.10% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,051,486 | 0.36% | $11.10M | 0.03% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 1,044,178 | 0.35% | $11.03M | 0.06% | May 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 984,500 | 0.33% | $9.33M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 948,044 | 0.32% | $8.99M | 0.32% | Jun 30, 2026 |
| First Trust Small Cap Growth AlphaDEX Fund | 925,685 | 0.31% | $3.86M | 0.30% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF | 818,963 | 0.28% | $7.76M | 3.11% | Jun 30, 2026 |
| Invesco WilderHill Clean Energy ETF | 760,860 | 0.26% | $3.17M | 0.76% | Jul 31, 2026 |
| First Trust NASDAQ Clean Edge Green Energy Index Fund | 691,197 | 0.23% | $6.55M | 0.78% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Daniel Barcelo | Chief Executive Officer, Director | 1,096,608 | 0.37% | May 8, 2026 |
| Jaime Eduardo Gualy | Chief Operating Officer | 91,666 | 0.03% | Jul 31, 2026 |
| Andrew Munro | Chief Legal & Policy Officer | 61,011 | 0.02% | Jul 31, 2026 |
| Andreas Bentzen | Chief Technology Officer | 26,200 | 0.01% | Jun 25, 2026 |
| Joseph Evan Calio | Chief Financial Officer | 1,864,660 | 0.63% | Jun 25, 2026 |
| Thomas Mahrer | Chief Accounting Officer | – | – | May 11, 2026 |
| Denise Cruz | SVP, CAO and Corp. Controller | – | – | Oct 1, 2025 |
| Global LLC EDGE | Please see remarks. | 392,586 | 0.13% | Aug 29, 2025 |
| Vecchio Peter del | Interim CLO & COO | – | – | May 1, 2025 |
| David Eric Gustafson | Chief Operating Officer | – | – | Jan 2, 2025 |
| Balazs Peter Matrai | Director | 3,005,562 | 1.02% | Aug 26, 2026 |
| David J. Manners | Director | 110,379 | 0.04% | Jul 6, 2026 |
| Jessica Wirth Strine | Director | 50,000 | 0.02% | Jul 6, 2026 |
| Robert O. Hammond | Director | – | – | Jul 6, 2026 |
| W. Richard Anderson | Director | 50,000 | 0.02% | Jul 6, 2026 |
| Daniel Steingart | Director | 50,000 | 0.02% | Jul 6, 2026 |
| Solar (Schweiz) Ag Trina | Director, 10% owner | 53,152,664 | 18.05% | May 26, 2026 |
| Mingxing Lin | Director | 431,800 | 0.15% | Feb 17, 2026 |
| Tore Ivar Slettemoen | Director | 4,155,457 | 1.41% | Dec 3, 2025 |
| Capital Partners LLC Encompass | Director, 10% owner | – | – | Nov 4, 2025 |
| Todd J. Kantor | Director, 10% owner | 48,431,437 | 16.44% | Nov 4, 2025 |
| Capital Advisors LLC Encompass | Director, 10% owner | 13,463,268 | 4.57% | Nov 4, 2025 |
| Einar Kilde | – | 0 | – | May 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jaime Eduardo Gualy Chief Operating Officer | Jul 29, 2026 | Option exercise | +91,666 | $3.72 | $341.00K | 91,666 |
| Jaime Eduardo Gualy Chief Operating Officer | Jul 29, 2026 | Tax withholding | −29,383 | $3.72 | $109.30K | 62,283 |
| Andrew Munro Chief Legal & Policy Officer | Jul 29, 2026 | Tax withholding | −38,989 | $3.72 | $145.04K | 61,011 |
| Andrew Munro Chief Legal & Policy Officer | Jul 29, 2026 | Option exercise | +100,000 | $3.72 | $372.00K | 100,000 |
| Andreas Bentzen Chief Technology Officer | Jun 23, 2026 | Option exercise | +25,000 | – | – | 25,000 |
| Andreas Bentzen Chief Technology Officer | Jun 23, 2026 | Tax withholding | −11,850 | $9.24 | $109.49K | 13,150 |
| Joseph Evan Calio Chief Financial Officer | Jun 23, 2026 | Tax withholding | −57,925 | $9.24 | $535.23K | 1,864,660 |
| Joseph Evan Calio Chief Financial Officer | Jun 23, 2026 | Option exercise | +125,000 | – | – | 1,922,585 |
| Joseph Evan Calio Chief Financial Officer | Jun 12, 2026 | Option exercise | +422,476 | – | – | 1,993,361 |
| Joseph Evan Calio Chief Financial Officer | Jun 12, 2026 | Tax withholding | −195,776 | $8.50 | $1.66M | 1,797,585 |
| Solar (Schweiz) Ag Trina 10% owner | May 22, 2026 | Sale | −20,096 | $8.80 | $176.84K | 30,652,664 |
| Solar (Schweiz) Ag Trina 10% owner | May 22, 2026 | Sale | −9,479,904 | $8.13 | $77.07M | 30,672,760 |
| Solar (Schweiz) Ag Trina 10% owner | May 21, 2026 | Sale | −1,150,976 | $9.20 | $10.59M | 43,152,664 |
| Solar (Schweiz) Ag Trina 10% owner | May 21, 2026 | Sale | −3,000,000 | $8.71 | $26.13M | 40,152,664 |
| Solar (Schweiz) Ag Trina 10% owner | May 21, 2026 | Sale | −8,849,024 | $8.62 | $76.28M | 44,303,640 |
| Joseph Evan Calio Chief Financial Officer | Apr 29, 2026 | Tax withholding | −74,742 | $4.89 | $365.49K | 1,570,885 |
| Joseph Evan Calio Chief Financial Officer | Apr 29, 2026 | Option exercise | +161,290 | – | – | 1,645,627 |
| Daniel Barcelo Chief Executive Officer, Director | Mar 30, 2026 | Tax withholding | −134,903 | $2.58 | $348.05K | 1,096,608 |
| Joseph Evan Calio Chief Financial Officer | Mar 30, 2026 | Tax withholding | −212,137 | $2.58 | $547.31K | 1,890,800 |
| Daniel Barcelo Chief Executive Officer, Director | Mar 13, 2026 | Tax withholding | −110,155 | $6.68 | $735.84K | 1,231,511 |
| Joseph Evan Calio Chief Financial Officer | Mar 13, 2026 | Tax withholding | −210,688 | $6.68 | $1.41M | 1,484,337 |
| Joseph Evan Calio Chief Financial Officer | Mar 13, 2026 | Tax withholding | −195,775 | $1.39 | $272.13K | 1,695,025 |
| Solar (Schweiz) Ag Trina Director, 10% owner | Jan 21, 2026 | Award | +4,274,704 | $1.70 | $7.27M | 53,152,664 |
| Solar (Schweiz) Ag Trina 10% owner | Jan 21, 2026 | Award | +4,274,704 | $1.70 | $7.27M | 53,152,664 |
| Mingxing Lin Director | Jan 20, 2026 | Other | +50,000 | – | – | 431,800 |
| Daniel Barcelo Chief Executive Officer, Director | Jan 1, 2026 | Option exercise | +333,333 | – | – | 1,341,666 |
| Joseph Evan Calio Chief Financial Officer | Jan 1, 2026 | Option exercise | +500,000 | – | – | 2,102,937 |
| Solar (Schweiz) Ag Trina 10% owner | Dec 30, 2025 | Award | +3,000,000 | – | – | 48,877,960 |
| Mingxing Lin Chief Strategy Officer, Director | Dec 23, 2025 | Option exercise | +250,000 | – | – | 381,800 |
| Solar (Schweiz) Ag Trina 10% owner | Dec 10, 2025 | Conversion | +17,918,460 | – | – | 45,877,960 |
| Jessica Wirth Strine Director | Dec 1, 2025 | Award | +50,000 | – | – | 50,000 |
| W. Richard Anderson Director | Dec 1, 2025 | Award | +50,000 | – | – | 50,000 |
| Daniel Barcelo Chief Executive Officer, Director | Dec 1, 2025 | Award | +200,000 | – | – | 1,008,333 |
| Mingxing Lin Chief Strategy Officer, Director | Dec 1, 2025 | Award | +50,000 | – | – | 131,800 |
| Balazs Peter Matrai Director | Dec 1, 2025 | Award | +50,000 | – | – | 1,623,912 |
| Tore Ivar Slettemoen Director | Dec 1, 2025 | Award | +50,000 | – | – | 50,000 |
| David J. Manners Director | Dec 1, 2025 | Award | +50,000 | – | – | 110,379 |
| Daniel Steingart Director | Dec 1, 2025 | Award | +50,000 | – | – | 50,000 |
| Todd J. Kantor Director, 10% owner | Oct 31, 2025 | Award | +21,504,901 | – | – | 34,968,169 |
| Tore Ivar Slettemoen Director | Sep 23, 2025 | Sale | −376,106 | $1.92 | $722.12K | 4,105,457 |
| Tore Ivar Slettemoen Director | Sep 22, 2025 | Sale | −384,349 | $1.97 | $757.17K | 4,481,563 |
| Tore Ivar Slettemoen Director | Sep 15, 2025 | Sale | −188,420 | $1.81 | $341.04K | 4,865,912 |
| Tore Ivar Slettemoen Director | Sep 11, 2025 | Sale | −26,114 | $1.97 | $51.44K | 5,054,332 |
| Balazs Peter Matrai Director | Aug 27, 2025 | Option exercise | +687,219 | $1.22 | $838.41K | 1,079,805 |
| Balazs Peter Matrai Director | Aug 27, 2025 | Tax withholding | −530,637 | $1.58 | $838.41K | 549,168 |
| Joseph Evan Calio Chief Financial Officer | Jun 13, 2025 | Option exercise | +422,475 | – | – | 1,602,937 |
| Einar Kilde Chief Development Officer | Mar 24, 2025 | Returned to company | −22,378 | $0.95 | $21.26K | 0 |
| Einar Kilde Chief Development Officer | Mar 24, 2025 | Option exercise | +22,378 | $0.95 | $21.26K | 22,378 |
| Einar Kilde Chief Development Officer | Mar 24, 2025 | Option exercise | +11,189 | $1.14 | $12.76K | 11,189 |
| Einar Kilde Chief Development Officer | Mar 24, 2025 | Returned to company | −11,189 | $1.14 | $12.76K | 0 |
| Daniel Barcelo Chief Executive Officer, Director | Jan 1, 2025 | Award | +333,333 | – | – | 808,333 |
| Joseph Evan Calio Chief Financial Officer | Jan 1, 2025 | Award | +500,000 | – | – | 1,180,462 |
| Tore Ivar Slettemoen Director | Dec 18, 2024 | Sale | −391,071 | $1.88 | $735.21K | 5,080,446 |
| Tore Ivar Slettemoen Director | Dec 17, 2024 | Sale | −544,588 | $1.74 | $947.58K | 5,471,517 |
| Joseph Evan Calio Chief Financial Officer | Dec 16, 2024 | Buy | +50,000 | $1.57 | $78.50K | 680,462 |
| Tore Ivar Slettemoen Director | Dec 13, 2024 | Sale | −600,000 | $1.63 | $978.00K | 6,016,105 |
| Joseph Evan Calio Chief Financial Officer | Dec 13, 2024 | Buy | +374,862 | $1.62 | $607.28K | 630,462 |
| Joseph Evan Calio Chief Financial Officer | Dec 12, 2024 | Buy | +125,000 | $1.74 | $217.50K | 255,600 |
| Tore Ivar Slettemoen Director | Dec 12, 2024 | Sale | −184,621 | $1.67 | $308.32K | 6,616,105 |
| Tore Ivar Slettemoen Director | Dec 11, 2024 | Sale | −551,120 | $1.65 | $909.35K | 6,800,726 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Einar Kilde Former Officer | Jun 4, 2026 | 25,770 | $297.13K | Jun 4, 2026 | Stock Option Exercise |
| Einar Kilde Former Officer | May 29, 2026 | 51,540 | $558.19K | May 29, 2026 | Option Granted - 05/22/2023 |
| Einar Kilde Former Officer | May 28, 2026 | 261,131 | $2.80M | May 28, 2026 | Option Granted - 03/15/2024 |
| Slettemoen Tore Former Affiliate | May 14, 2026 | 3,500,000 | $19.32M | May 14, 2026 | Conversion of private shares to public shares in the merger that brought the company (formerly FREYR Battery) public |
| Slettemoen Tore Affiliate | Nov 20, 2025 | 718,000 | $2.14M | Nov 20, 2025 | Conversion of private shares to public shares in the merger that brought the company (formerly FREYR Battery) public |
| Slettemoen Tore Affiliate | Sep 10, 2025 | 1,690,000 | $3.28M | Sep 10, 2025 | Conversion of private shares to public shares in the merger that brought the company (formerly FREYR Battery) public |
| Ivar Slettemoen Tore Chairman | Dec 10, 2024 | 2,500,000 | $4.40M | Dec 10, 2024 | Conversion of private shares to public shares in the merger that brought the company publiic |