Dynasty Wealth Management’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.53M Sell
19,618
-2,034
-9% -$180K 0.01% 148
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

Dynasty Wealth Management's TTE Position: Q2 2026 in Review

Dynasty Wealth Management reduced its TotalEnergies (TTE) stake by 9.4% in Q2 2026, selling an estimated $180K and leaving 19,618 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #148.

Dynasty Wealth Management first reported a position in TTE in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.97M in Q1 2026. 1,009 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Dynasty Wealth Management held 19,618 shares of TotalEnergies worth $1.53M as of Q2 2026.
  • Dynasty Wealth Management sold 2,034 TotalEnergies shares in Q2 2026, an estimated $180K.
  • TotalEnergies made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Dynasty Wealth Management first reported a position in TotalEnergies in Q4 2017 and has held it in 8 quarters since.
  • Dynasty Wealth Management's TotalEnergies position peaked at $1.97M in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.