Concurrent Investment Advisors’s TotalEnergies TTE Stock Holding History

Concurrent Investment Advisors’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 Q1	$1.37M	Buy	15,073 +2,057	+16%	+$157K	0.01%	745
2025 Q4	$852K	Buy	13,016 +4,699	+56%	+$297K	0.01%	905
2025 Q3	$496K	Buy	8,317 +446	+6%	+$27.5K	0.01%	916
2025 Q2	$483K	Buy	7,871 +1,248	+19%	+$74.1K	0.01%	864
2025 Q1	$428K	Buy	6,623 +2,008	+44%	+$121K	0.01%	790
2024 Q4	$252K	Sell	4,615 -2,037	-31%	-$124K	0.01%	896
2024 Q3	$430K	Sell	6,652 -598	-8%	-$40.6K	0.01%	665
2024 Q2	$483K	Buy	7,250 +1,221	+20%	+$86.8K	0.02%	596
2024 Q1	$415K	Sell	6,029 -2,109	-26%	-$138K	0.02%	594
2023 Q4	$548K	Buy	+8,138	New	+$543K	0.03%	479

Other funds holding TTE

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CDDEC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Concurrent Investment Advisors's TTE Position: Q1 2026 in Review

Concurrent Investment Advisors increased its TotalEnergies (TTE) stake by 16% in Q1 2026, buying an estimated $157K and bringing the position to 15,073 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #745.

Concurrent Investment Advisors first reported a position in TTE in Q4 2023 and has held it in 10 quarters since. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

Concurrent Investment Advisors held 15,073 shares of TotalEnergies worth $1.37M as of Q1 2026.
Concurrent Investment Advisors bought 2,057 TotalEnergies shares in Q1 2026, an estimated $157K.
TotalEnergies made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #745 holding.
Concurrent Investment Advisors first reported a position in TotalEnergies in Q4 2023 and has held it in 10 quarters since.
1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.