Bernard Wealth Management’s TotalEnergies TTE Stock Holding History

Bernard 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 Q2	$45.3K	Hold	582	–	–	0.02%	141
2026 Q1	$53K	Hold	582	–	–	0.02%	125
2025 Q4	$38.1K	Hold	582	–	–	0.02%	143
2025 Q3	$34.7K	Hold	582	–	–	0.01%	144
2025 Q2	$35.7K	Hold	582	–	–	0.02%	143
2025 Q1	$37.6K	Hold	582	–	–	0.02%	140
2024 Q4	$31.7K	Buy	+582	New	+$35.4K	0.01%	152

Other funds holding TTE

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bernard Wealth Management held its TotalEnergies (TTE) position steady in Q2 2026 at 582 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #141.

Bernard Wealth Management first reported a position in TTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $53K in Q1 2026. 1,006 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Bernard Wealth Management held 582 shares of TotalEnergies worth $45.3K as of Q2 2026.
Bernard Wealth Management left its TotalEnergies share count unchanged in Q2 2026.
TotalEnergies made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #141 holding.
Bernard Wealth Management first reported a position in TotalEnergies in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's TotalEnergies position peaked at $53K in Q1 2026.
1,006 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.