CX Institutional’s TotalEnergies TTE Stock Holding History

CX Institutional’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 Q3	$90K	Hold	1,050	–	–	﹤0.01%	897
2026 Q2	$82K	Hold	1,050	–	–	﹤0.01%	902
2026 Q1	$96K	Sell	1,050 -123	-10%	-$9.4K	﹤0.01%	860
2025 Q4	$77K	Buy	1,173 +22	+2%	+$1.39K	﹤0.01%	895
2025 Q3	$69K	Hold	1,151	–	–	﹤0.01%	887
2025 Q2	$71K	Hold	1,151	–	–	﹤0.01%	811
2025 Q1	$74K	Buy	+1,151	New	+$69.4K	﹤0.01%	788
2022 Q3	–	Sell	-500	Closed	-$26K	–	1082
2022 Q2	$26K	Buy	+500	New	+$26.7K	﹤0.01%	795
2020 Q4	–	Sell	-24	Closed	-$1K	–	915
2020 Q3	$1K	Buy	+24	New	+$915	﹤0.01%	867
2019 Q4	–	Sell	-99	Closed	-$5K	–	768
2019 Q3	$5K	Sell	99 -2,477	-96%	-$128K	﹤0.01%	592
2019 Q2	$144K	Buy	2,576 +2,504	+3,478%	+$137K	0.02%	247
2019 Q1	$4K	Buy	+72	New	+$4.01K	﹤0.01%	599

Other funds holding TTE

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's TTE Position: Q3 2026 in Review

CX Institutional held its TotalEnergies (TTE) position steady in Q3 2026 at 1,050 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

CX Institutional first reported a position in TTE in Q1 2019 and has held it in 12 quarters since. The position peaked at $144K in Q2 2019. 274 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

CX Institutional held 1,050 shares of TotalEnergies worth $90K as of Q3 2026.
CX Institutional left its TotalEnergies share count unchanged in Q3 2026.
TotalEnergies made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #897 holding.
CX Institutional first reported a position in TotalEnergies in Q1 2019 and has held it in 12 quarters since.
CX Institutional's TotalEnergies position peaked at $144K in Q2 2019.
274 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.