Avantax Planning Partners’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
$240K Sell
3,081
-176
-5% -$15.6K 0.01% 407
2026
Q1
$296K Sell
3,257
-2,674
-45% -$204K 0.01% 354
2025
Q4
$388K Buy
5,931
+95
+2% +$6.01K 0.01% 314
2025
Q3
$348K Sell
5,836
-416
-7% -$25.6K 0.01% 324
2025
Q2
$384K Sell
6,252
-257
-4% -$15.3K 0.01% 308
2025
Q1
$421K Sell
6,509
-141
-2% -$8.51K 0.01% 286
2024
Q4
$362K Buy
6,650
+567
+9% +$34.5K 0.01% 300
2024
Q3
$393K Sell
6,083
-1,792
-23% -$122K 0.01% 293
2024
Q2
$525K Sell
7,875
-61
-0.8% -$4.34K 0.02% 277
2024
Q1
$546K Buy
7,936
+2,386
+43% +$156K 0.02% 282
2023
Q4
$374K Buy
+5,550
New +$370K 0.01% 270
2018
Q4
Sell
-1,448
Closed -$93K 1122
2018
Q3
$93K Buy
+1,448
New +$90.8K 0.01% 363
2018
Q2
Sell
-18,840
Closed -$1.09M 1385
2018
Q1
$1.09M Buy
18,840
+80
+0.4% +$4.58K 0.09% 90
2017
Q4
$1.04M Sell
18,760
-584
-3% -$32.2K 0.09% 98
2017
Q3
$1.03M Hold
19,344
0.08% 115
2017
Q2
$959K Hold
19,344
0.08% 112
2017
Q1
$975K Buy
+19,344
New +$977K 0.09% 107

Other funds holding TTE

Avantax Planning Partners's TTE Position: Q2 2026 in Review

Avantax Planning Partners reduced its TotalEnergies (TTE) stake by 5.4% in Q2 2026, selling an estimated $15.6K and leaving 3,081 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #407.

Avantax Planning Partners first reported a position in TTE in Q1 2017 and has held it in 17 quarters since. The position peaked at $1.09M in Q1 2018. 1,009 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Avantax Planning Partners held 3,081 shares of TotalEnergies worth $240K as of Q2 2026.
  • Avantax Planning Partners sold 176 TotalEnergies shares in Q2 2026, an estimated $15.6K.
  • TotalEnergies made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #407 holding.
  • Avantax Planning Partners first reported a position in TotalEnergies in Q1 2017 and has held it in 17 quarters since.
  • Avantax Planning Partners's TotalEnergies position peaked at $1.09M in Q1 2018.
  • 1,009 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.