Aprio Wealth Management’s TotalEnergies TTE Stock Holding History

Aprio Wealth Management’s Portfolio TTE Stock Details TTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$502K	Buy	5,513 +119	+2%	+$9.09K	0.03%	350
2025 Q4	$353K	Buy	5,394 +252	+5%	+$15.9K	0.02%	395
2025 Q3	$307K	Buy	5,142 +302	+6%	+$18.6K	0.03%	325
2025 Q2	$297K	Sell	4,840 -3,658	-43%	-$217K	0.03%	292
2025 Q1	$550K	Buy	8,498 +4,151	+95%	+$250K	0.07%	164
2024 Q4	$237K	Sell	4,347 -1,573	-27%	-$95.7K	0.03%	265
2024 Q3	$383K	Buy	5,920 +2,286	+63%	+$155K	0.06%	152
2024 Q2	$242K	Buy	3,634 +509	+16%	+$36.2K	0.04%	205
2024 Q1	$215K	Sell	3,125 -853	-21%	-$55.9K	0.04%	205
2023 Q4	$268K	Buy	+3,978	New	+$265K	0.06%	153

Other funds holding TTE

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $6.06B AUM 46.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Aprio Wealth Management's TTE Position: Q1 2026 in Review

Aprio Wealth Management increased its TotalEnergies (TTE) stake by 2.2% in Q1 2026, buying an estimated $9.09K and bringing the position to 5,513 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #350.

Aprio Wealth Management first reported a position in TTE in Q4 2023 and has held it in 10 quarters since. The position peaked at $550K in Q1 2025. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

Aprio Wealth Management held 5,513 shares of TotalEnergies worth $502K as of Q1 2026.
Aprio Wealth Management bought 119 TotalEnergies shares in Q1 2026, an estimated $9.09K.
TotalEnergies made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #350 holding.
Aprio Wealth Management first reported a position in TotalEnergies in Q4 2023 and has held it in 10 quarters since.
Aprio Wealth Management's TotalEnergies position peaked at $550K in Q1 2025.
1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.