T1 Energy Inc. (TE) shareholders
TENYSESemiconductors & Related DevicesFiscal year ends December 31
$1.97−0.16 (-7.51%)
Close on Nov 12, 2026Market cap $580.22MP/E –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 |
|---|---|---|---|---|
| Encompass Capital Advisors LLC Joint filing with Kantor Todd J. (19.99%), Encompass Capital Partners LLC (19.99%) | 74,147,162 | 19.99% | 13D (active) amendment | Dec 11, 2025 |
| Kantor Todd J. Joint filing with Encompass Capital Advisors LLC (19.99%), Encompass Capital Partners LLC (16.50%) | 44,720,694 | 19.99% | 13D (active) amendment | Oct 23, 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 |
| Millennium Management LLC Joint filing with Millennium Group Management LLC (7.30%), Israel A. Englander (7.30%) and 1 more | 21,814,971 | 7.30% | 13G (passive) amendment | Sep 30, 2026 |
| Israel A. Englander Joint filing with Millennium Management LLC (5.50%), Millennium Group Management LLC (5.50%) | 16,269,184 | 5.50% | 13G (passive) | Aug 14, 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% | $26.72M | 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)
161 funds held TE in Q2 2026, 80% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| Thomas Mahrer | Chief Accounting Officer | 18,912 | 0.01% | Nov 10, 2026 |
| Jaime Eduardo Gualy | Chief Operating Officer | 87,499 | 0.03% | Nov 6, 2026 |
| Andrew Munro | Chief Legal & Policy Officer | 61,011 | 0.02% | Jul 31, 2026 |
| Joseph Evan Calio | Chief Financial Officer | 1,864,660 | 0.63% | Jun 25, 2026 |
| Andreas Bentzen | Chief Technology Officer | 26,200 | 0.01% | Jun 25, 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 |
| W. Richard Anderson | Director | 50,000 | 0.02% | Jul 6, 2026 |
| Daniel Steingart | Director | 50,000 | 0.02% | Jul 6, 2026 |
| Jessica Wirth Strine | Director | 50,000 | 0.02% | Jul 6, 2026 |
| David J. Manners | Director | 110,379 | 0.04% | Jul 6, 2026 |
| Robert O. Hammond | Director | – | – | 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 |
| Todd J. Kantor | Director, 10% owner | 48,431,437 | 16.44% | Nov 4, 2025 |
| Capital Partners LLC Encompass | Director, 10% owner | – | – | 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 |
|---|---|---|---|---|---|---|
| Thomas Mahrer Chief Accounting Officer | Nov 4, 2026 | Tax withholding | −6,088 | $2.73 | $16.62K | 18,912 |
| Thomas Mahrer Chief Accounting Officer | Nov 4, 2026 | Option exercise | +25,000 | $2.73 | $68.25K | 25,000 |
| Jaime Eduardo Gualy Chief Operating Officer | Nov 4, 2026 | Tax withholding | −8,117 | $2.73 | $22.16K | 87,499 |
| Jaime Eduardo Gualy Chief Operating Officer | Nov 4, 2026 | Option exercise | +33,333 | $2.73 | $91.00K | 95,616 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
64.03%
79M shares short
Days to cover
4.5
At 17M shares a day
Change since last report
+7.6%
From 73M shares
Short volume, 20 days
42.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of T1 Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,276,620 shares on Sep 28, 2026 over the last 90 days.
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 |
| Tore Ivar Slettemoen 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 |
| Tore Ivar Slettemoen 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 |
| Tore Ivar Slettemoen 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 |
| Tore Ivar Slettemoen 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 |
See a number that looks wrong?