Diversify Advisory Services’s TotalEnergies TTE Stock Holding History

Diversify Advisory Services’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	$2.08M	Buy	23,502 +1,260	+6%	+$109K	0.03%	426
2026 Q2	$1.87M	Buy	+22,242	New	+$1.97M	0.03%	436
2026 Q1	–	Sell	-4,109	Closed	-$272K	–	806
2025 Q4	$272K	Buy	4,109 +240	+6%	+$15.2K	0.01%	789
2025 Q3	$238K	Buy	3,869 +106	+3%	+$6.53K	0.01%	791
2025 Q2	$232K	Buy	+3,763	New	+$223K	0.01%	749
2024 Q4	–	Sell	-3,360	Closed	-$218K	–	687
2024 Q3	$218K	Sell	3,360 -190	-5%	-$12.9K	0.01%	586
2024 Q2	$242K	Sell	3,550 -4,278	-55%	-$304K	0.01%	561
2024 Q1	$546K	Buy	+7,828	New	+$513K	0.03%	398

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

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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

Diversify Advisory Services's TTE Position: Q3 2026 in Review

Diversify Advisory Services increased its TotalEnergies (TTE) stake by 5.7% in Q3 2026, buying an estimated $109K and bringing the position to 23,502 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #426.

Diversify Advisory Services first reported a position in TTE in Q1 2024 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

Diversify Advisory Services held 23,502 shares of TotalEnergies worth $2.08M as of Q3 2026.
Diversify Advisory Services bought 1,260 TotalEnergies shares in Q3 2026, an estimated $109K.
TotalEnergies made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #426 holding.
Diversify Advisory Services first reported a position in TotalEnergies in Q1 2024 and has held it in 8 quarters since.
204 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.