Atlantic Family Wealth’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
$355K Sell
4,569
-1,715
-27% -$152K 0.23% 35
2026
Q1
$572K Sell
6,284
-59
-0.9% -$4.51K 0.41% 20
2025
Q4
$415K Sell
6,343
-36
-0.6% -$2.28K 0.31% 22
2025
Q3
$381K Buy
6,379
+483
+8% +$29.8K 0.29% 24
2025
Q2
$362K Buy
+5,896
New +$350K 0.31% 23
2025
Q1
Sell
-5,087
Closed -$277K 49
2024
Q4
$277K Buy
+5,087
New +$309K 0.33% 30

Other funds holding TTE

Atlantic Family Wealth's TTE Position: Q2 2026 in Review

Atlantic Family Wealth reduced its TotalEnergies (TTE) stake by 27% in Q2 2026, selling an estimated $152K and leaving 4,569 shares worth $355K. The position accounts for 0.23% of the portfolio, ranked #35.

Atlantic Family Wealth first reported a position in TTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $572K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Atlantic Family Wealth held 4,569 shares of TotalEnergies worth $355K as of Q2 2026.
  • Atlantic Family Wealth sold 1,715 TotalEnergies shares in Q2 2026, an estimated $152K.
  • TotalEnergies made up 0.23% of Atlantic Family Wealth's portfolio in Q2 2026, its #35 holding.
  • Atlantic Family Wealth first reported a position in TotalEnergies in Q4 2024 and has held it in 6 quarters since.
  • Atlantic Family Wealth's TotalEnergies position peaked at $572K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.