BFC Planning, Inc.’s TotalEnergies TTE Stock Holding History

BFC Planning, Inc.’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	$283K	Sell	3,642 -306	-8%	-$27.1K	0.01%	818
2026 Q1	$359K	Sell	3,948 -554	-12%	-$42.3K	0.02%	670
2025 Q4	$295K	Buy	4,502 +457	+11%	+$28.9K	0.01%	726
2025 Q3	$241K	Buy	+4,045	New	+$249K	0.02%	610
2025 Q2	–	Sell	-5,211	Closed	-$337K	–	2849
2025 Q1	$337K	Sell	5,211 -271	-5%	-$16.3K	0.03%	435
2024 Q4	$299K	Buy	+5,482	New	+$333K	0.02%	474

Other funds holding TTE

Amundi Paris, France $496B AUM 35.36% 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 $362B AUM 34.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

BFC Planning, Inc.'s TTE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its TotalEnergies (TTE) stake by 7.8% in Q2 2026, selling an estimated $27.1K and leaving 3,642 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #818.

BFC Planning, Inc. first reported a position in TTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $359K in Q1 2026. 1,018 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

BFC Planning, Inc. held 3,642 shares of TotalEnergies worth $283K as of Q2 2026.
BFC Planning, Inc. sold 306 TotalEnergies shares in Q2 2026, an estimated $27.1K.
TotalEnergies made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #818 holding.
BFC Planning, Inc. first reported a position in TotalEnergies in Q4 2024 and has held it in 6 quarters since.
BFC Planning, Inc.'s TotalEnergies position peaked at $359K in Q1 2026.
1,018 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.