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Curated Wealth Partners’s TotalEnergies TTE Stock Holding History

Curated Wealth Partners’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 		$34.4K Buy
+11,049
New +$977K ﹤0.01% 730
2024
Q1 		– Sell
-3,202
Closed -$216K – 257
2023
Q4 		$216K Hold
3,202
– – 0.04% 134
2023
Q3 		$211K Sell
3,202
-1,747
-35% -$108K 0.04% 126
2023
Q2 		$285K Sell
4,949
-105
-2% -$6.35K 0.06% 103
2023
Q1 		$298K Sell
5,054
-1,313
-21% -$80.8K 0.07% 98
2022
Q4 		$395K Sell
6,367
-750
-11% -$42.8K 0.1% 78
2022
Q3 		$332K Sell
7,117
-1,464
-17% -$73.5K 0.1% 86
2022
Q2 		$451K Buy
+8,581
New +$458K 0.13% 71
2022
Q1 		– Sell
-10,851
Closed -$535K – 142
2021
Q4 		$535K Sell
10,851
-495
-4% -$24.6K 0.17% 74
2021
Q3 		$544K Buy
11,346
+218
+2% +$9.67K 0.3% 68
2021
Q2 		$504K Buy
11,128
+841
+8% +$39.3K 0.27% 73
2021
Q1 		$479K Buy
10,287
+900
+10% +$41K 0.29% 68
2020
Q4 		$393K Buy
+9,387
New +$362K 0.25% 79

Other funds holding TTE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Curated Wealth Partners's TTE Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in TotalEnergies (TTE) in Q2 2026: 11,049 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in TTE as recently as Q4 2023.

Curated Wealth Partners first reported a position in TTE in Q4 2020 and has held it in 13 quarters since. The position peaked at $544K in Q3 2021. 173 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Curated Wealth Partners held 11,049 shares of TotalEnergies worth $34.4K as of Q2 2026.
  • TotalEnergies was a new Curated Wealth Partners position in Q2 2026.
  • TotalEnergies made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #730 holding.
  • Curated Wealth Partners first reported a position in TotalEnergies in Q4 2020 and has held it in 13 quarters since.
  • Curated Wealth Partners's TotalEnergies position peaked at $544K in Q3 2021.
  • 173 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.