Dynasty Wealth Management’s TotalEnergies TTE Stock Holding History

Dynasty Wealth Management’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	$1.97M	Sell	21,652 -5,013	-19%	-$383K	0.02%	130
2025 Q4	$1.74M	Buy	26,665 +1,904	+8%	+$120K	0.02%	144
2025 Q3	$1.48M	Buy	+24,761	New	+$1.53M	0.02%	139
2018 Q4	–	Sell	-4,150	Closed	-$267K	–	94
2018 Q3	$267K	Hold	4,150	–	–	0.34%	85
2018 Q2	$251K	Hold	4,150	–	–	0.52%	53
2018 Q1	$239K	Sell	4,150 -857	-17%	-$49.1K	0.1%	52
2017 Q4	$277K	Buy	+5,007	New	+$276K	0.48%	70

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 $6.06B AUM 46.29% 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

Dynasty Wealth Management's TTE Position: Q1 2026 in Review

Dynasty Wealth Management reduced its TotalEnergies (TTE) stake by 19% in Q1 2026, selling an estimated $383K and leaving 21,652 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #130.

Dynasty Wealth Management first reported a position in TTE in Q4 2017 and has held it in 7 quarters since. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

Dynasty Wealth Management held 21,652 shares of TotalEnergies worth $1.97M as of Q1 2026.
Dynasty Wealth Management sold 5,013 TotalEnergies shares in Q1 2026, an estimated $383K.
TotalEnergies made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #130 holding.
Dynasty Wealth Management first reported a position in TotalEnergies in Q4 2017 and has held it in 7 quarters since.
1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.