Cassaday & Co Wealth Management’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
$31.1K Sell
400
-20
-5% -$1.77K ﹤0.01% 706
2026
Q1
$39.1K Buy
+420
New +$32.1K ﹤0.01% 663

Other funds holding TTE

Cassaday & Co Wealth Management's TTE Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its TotalEnergies (TTE) stake by 4.8% in Q2 2026, selling an estimated $1.77K and leaving 400 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Cassaday & Co Wealth Management first reported a position in TTE in Q1 2026 and has held it in 2 quarters since. The position peaked at $39.1K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Cassaday & Co Wealth Management held 400 shares of TotalEnergies worth $31.1K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 20 TotalEnergies shares in Q2 2026, an estimated $1.77K.
  • TotalEnergies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Cassaday & Co Wealth Management first reported a position in TotalEnergies in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's TotalEnergies position peaked at $39.1K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.