Forum Financial Management’s TotalEnergies TTE Stock Holding History

Forum Financial 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	–	Sell	-79,459	Closed	-$5.2M	–	943
2025 Q4	$5.2M	Hold	79,459	–	–	0.07%	60
2025 Q3	$4.74M	Hold	79,459	–	–	0.06%	64
2025 Q2	$4.88M	Sell	79,459 -2,574	-3%	-$153K	0.07%	57
2025 Q1	$5.31M	Hold	82,033	–	–	0.09%	53
2024 Q4	$4.47M	Buy	82,033 +21,691	+36%	+$1.32M	0.07%	56
2024 Q3	$3.9M	Buy	60,342 +60	+0.1%	+$4.08K	0.06%	56
2024 Q2	$4.02M	Sell	60,282 -200	-0.3%	-$14.2K	0.07%	51
2024 Q1	$4.16M	Buy	60,482 +1,532	+3%	+$100K	0.07%	60
2023 Q4	$3.97M	Hold	58,950	–	–	0.07%	52
2023 Q3	$3.88M	Hold	58,950	–	–	0.09%	49
2023 Q2	$3.4M	Buy	58,950 +42	+0.1%	+$2.54K	0.08%	51
2023 Q1	$3.48M	Sell	58,908 -80	-0.1%	-$4.92K	0.1%	49
2022 Q4	$3.66M	Buy	58,988 +5	+0%	+$285	0.12%	43
2022 Q3	$2.74M	Hold	58,983	–	–	0.13%	45
2022 Q2	$3.1M	Buy	+58,983	New	+$3.15M	0.16%	41
2022 Q1	–	Sell	-59,033	Closed	-$2.92M	–	679
2021 Q4	$2.92M	Buy	+59,033	New	+$2.94M	0.15%	42

Other funds holding TTE

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Caisse Des Depots Et Consignations Paris, France $6.06B AUM 46.29% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return