Evelyn Partners Investment Management Services’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.3M Buy
24,581
+6,886
+39% +$526K 0.27% 68
2025
Q4
$1.16M Buy
+17,695
New +$1.12M 0.14% 83

Other funds holding TTE

Evelyn Partners Investment Management Services's TTE Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its TotalEnergies (TTE) stake by 39% in Q1 2026, buying an estimated $526K and bringing the position to 24,581 shares worth $2.3M. The position accounts for 0.27% of the portfolio, ranked #68.

Evelyn Partners Investment Management Services first reported a position in TTE in Q4 2025 and has held it in 2 quarters since. 1,018 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

  • Evelyn Partners Investment Management Services held 24,581 shares of TotalEnergies worth $2.3M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 6,886 TotalEnergies shares in Q1 2026, an estimated $526K.
  • TotalEnergies made up 0.27% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #68 holding.
  • Evelyn Partners Investment Management Services first reported a position in TotalEnergies in Q4 2025 and has held it in 2 quarters since.
  • 1,018 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.