Aprio Wealth Management’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$264K Sell
3,398
-2,115
-38% -$187K 0.01% 546
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

Aprio Wealth Management's TTE Position: Q2 2026 in Review

Aprio Wealth Management reduced its TotalEnergies (TTE) stake by 38% in Q2 2026, selling an estimated $187K and leaving 3,398 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #546.

Aprio Wealth Management first reported a position in TTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $550K in Q1 2025. 1,010 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Aprio Wealth Management held 3,398 shares of TotalEnergies worth $264K as of Q2 2026.
  • Aprio Wealth Management sold 2,115 TotalEnergies shares in Q2 2026, an estimated $187K.
  • TotalEnergies made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Aprio Wealth Management first reported a position in TotalEnergies in Q4 2023 and has held it in 11 quarters since.
  • Aprio Wealth Management's TotalEnergies position peaked at $550K in Q1 2025.
  • 1,010 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.