Asset Planning Inc’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
$44.2K Hold
569
0.03% 166
2026
Q1
$51.8K Hold
569
0.04% 150
2025
Q4
$37.2K Hold
569
0.03% 171
2025
Q3
$34K Hold
569
0.02% 177
2025
Q2
$34.9K Hold
569
0.03% 176
2025
Q1
$36.8K Hold
569
0.03% 167
2024
Q4
$31K Buy
+569
New +$34.6K 0.02% 182

Other funds holding TTE

Asset Planning Inc's TTE Position: Q2 2026 in Review

Asset Planning Inc held its TotalEnergies (TTE) position steady in Q2 2026 at 569 shares worth $44.2K. The position accounts for 0.03% of the portfolio, ranked #166.

Asset Planning Inc first reported a position in TTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.8K in Q1 2026. 1,009 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Asset Planning Inc held 569 shares of TotalEnergies worth $44.2K as of Q2 2026.
  • Asset Planning Inc left its TotalEnergies share count unchanged in Q2 2026.
  • TotalEnergies made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #166 holding.
  • Asset Planning Inc first reported a position in TotalEnergies in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's TotalEnergies position peaked at $51.8K in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.