Carson Wealth (CWM LLC)’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.46M | Sell |
93,024
-5,188
| -5% | -$396K | 0.02% | 611 |
|
|
2025
Q4 | $6.42M | Sell |
98,212
-1,489
| -1% | -$94.2K | 0.02% | 684 |
|
|
2025
Q3 | $5.95M | Buy |
99,701
+487
| +0.5% | +$30K | 0.02% | 641 |
|
|
2025
Q2 | $6.09M | Buy |
99,214
+3,211
| +3% | +$191K | 0.02% | 527 |
|
|
2025
Q1 | $6.21M | Sell |
96,003
-2,489
| -3% | -$150K | 0.02% | 461 |
|
|
2024
Q4 | $5.37M | Sell |
98,492
-4,076
| -4% | -$248K | 0.02% | 459 |
|
|
2024
Q3 | $6.63M | Sell |
102,568
-3,830
| -4% | -$260K | 0.03% | 392 |
|
|
2024
Q2 | $7.09M | Sell |
106,398
-6,073
| -5% | -$432K | 0.03% | 354 |
|
|
2024
Q1 | $7.74M | Sell |
112,471
-8,763
| -7% | -$575K | 0.04% | 338 |
|
|
2023
Q4 | $8.17M | Sell |
121,234
-6,616
| -5% | -$441K | 0.04% | 302 |
|
|
2023
Q3 | $8.41M | Sell |
127,850
-12,770
| -9% | -$790K | 0.05% | 264 |
|
|
2023
Q2 | $8.11M | Sell |
140,620
-14,914
| -10% | -$903K | 0.05% | 263 |
|
|
2023
Q1 | $9.18M | Sell |
155,534
-11,506
| -7% | -$708K | 0.06% | 228 |
|
|
2022
Q4 | $10.4M | Sell |
167,040
-7,809
| -4% | -$446K | 0.08% | 197 |
|
|
2022
Q3 | $8.13M | Buy |
174,849
+1,256
| +0.7% | +$63.1K | 0.06% | 216 |
|
|
2022
Q2 | $9.14M | Buy |
173,593
+2,198
| +1% | +$117K | 0.07% | 207 |
|
|
2022
Q1 | $8.66M | Buy |
171,395
+107
| +0.1% | +$5.79K | 0.06% | 225 |
|
|
2021
Q4 | $8.47M | Buy |
+171,288
| New | +$8.52M | 0.06% | 231 |
|
|
2021
Q2 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2021
Q1 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2020
Q4 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2020
Q3 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2020
Q2 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2020
Q1 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2019
Q4 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2019
Q3 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2019
Q2 | $7.96M | Hold |
175,819
| – | – | 0.06% | 231 |
|
|
2019
Q1 | $7.96M | Sell |
175,819
-1,898,846
| -92% | -$20.4M | 0.06% | 231 |
|
|
2018
Q4 | $1.18M | Buy |
2,074,665
+1,696,620
| +449% | +$1.06M | 0.03% | 355 |
|
|
2018
Q3 | $266K | Buy |
378,045
+176,287
| +87% | +$121K | 0.01% | 466 |
|
|
2018
Q2 | $133K | Buy |
201,758
+196,444
| +3,697% | +$131K | ﹤0.01% | 486 |
|
|
2018
Q1 | $3K | Sell |
5,314
-7,514
| -59% | -$4.7K | ﹤0.01% | 1125 |
|
|
2017
Q4 | $8K | Sell |
12,828
-54,352
| -81% | -$32.4K | ﹤0.01% | 949 |
|
|
2017
Q3 | $39K | Buy |
67,180
+65,419
| +3,715% | +$36.3K | ﹤0.01% | 564 |
|
|
2017
Q2 | $1K | Hold |
1,761
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q1 | $1K | Buy |
+1,761
| New | +$208 | ﹤0.01% | 1110 |
|
|
2016
Q4 | – | Sell |
-694,052
| Closed | -$4K | – | 1185 |
|
|
2016
Q3 | $4K | Buy |
+694,052
| New | +$486 | ﹤0.01% | 853 |
|
Other funds holding TTE
VCM
CDDEC
Carson Wealth (CWM LLC)'s TTE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its TotalEnergies (TTE) stake by 5.3% in Q1 2026, selling an estimated $396K and leaving 93,024 shares worth $8.46M. The position accounts for 0.02% of the portfolio, ranked #611.
Carson Wealth (CWM LLC) first reported a position in TTE in Q3 2016 and has held it in 37 quarters since. The position peaked at $10.4M in Q4 2022. 1,019 funds tracked by Wall St. Rank hold TTE as of Q1 2026.
- Carson Wealth (CWM LLC) held 93,024 shares of TotalEnergies worth $8.46M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 5,188 TotalEnergies shares in Q1 2026, an estimated $396K.
- TotalEnergies made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #611 holding.
- Carson Wealth (CWM LLC) first reported a position in TotalEnergies in Q3 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s TotalEnergies position peaked at $10.4M in Q4 2022.
- 1,019 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.