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	–	942
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	–	678
2021 Q4	$2.92M	Buy	+59,033	New	+$2.94M	0.15%	42

Other funds holding TTE

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Forum Financial Management's TTE Position: Q1 2026 in Review

Forum Financial Management sold out of TotalEnergies (TTE) in Q1 2026, closing a stake of 79,459 shares — an estimated $5.2M sold.

Forum Financial Management first reported a position in TTE in Q4 2021 and held it in 16 quarters. The position peaked at $5.31M in Q1 2025. 1,022 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

Forum Financial Management reported no remaining TotalEnergies position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 79,459 TotalEnergies shares in Q1 2026, an estimated $5.2M.
Forum Financial Management first reported a position in TotalEnergies in Q4 2021 and held it in 16 quarters.
Forum Financial Management's TotalEnergies position peaked at $5.31M in Q1 2025.
1,022 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.