EP Wealth Advisors’s TotalEnergies TTE Stock Holding History

EP Wealth Advisors’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	$783K	Buy	10,070 +535	+6%	+$47.3K	﹤0.01%	836
2026 Q1	$867K	Sell	9,535 -1,575	-14%	-$120K	﹤0.01%	681
2025 Q4	$727K	Buy	+11,110	New	+$702K	﹤0.01%	717
2025 Q2	$602K	Buy	9,798 +1,994	+26%	+$118K	﹤0.01%	715
2025 Q1	$505K	Sell	7,804 -719	-8%	-$43.4K	﹤0.01%	705
2024 Q4	$465K	Sell	8,523 -1,618	-16%	-$98.4K	﹤0.01%	716
2024 Q3	$655K	Buy	10,141 +1,254	+14%	+$85.2K	0.01%	609
2024 Q2	$593K	Buy	8,887 +130	+1%	+$9.24K	0.01%	497
2024 Q1	$603K	Buy	8,757 +3,411	+64%	+$224K	0.01%	477
2023 Q4	$360K	Buy	+5,346	New	+$356K	﹤0.01%	569

Other funds holding TTE

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's TTE Position: Q2 2026 in Review

EP Wealth Advisors increased its TotalEnergies (TTE) stake by 5.6% in Q2 2026, buying an estimated $47.3K and bringing the position to 10,070 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

EP Wealth Advisors first reported a position in TTE in Q4 2023 and has held it in 10 quarters since. The position peaked at $867K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

EP Wealth Advisors held 10,070 shares of TotalEnergies worth $783K as of Q2 2026.
EP Wealth Advisors bought 535 TotalEnergies shares in Q2 2026, an estimated $47.3K.
TotalEnergies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #836 holding.
EP Wealth Advisors first reported a position in TotalEnergies in Q4 2023 and has held it in 10 quarters since.
EP Wealth Advisors's TotalEnergies position peaked at $867K in Q1 2026.
1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.