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Keudell/Morrison Wealth Management’s TotalEnergies TTE Stock Holding History

Keudell/Morrison Wealth 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
Q2 		$1.06M Sell
13,689
-715
-5% -$63.2K 0.2% 77
2026
Q1 		$1.31M Buy
14,404
+329
+2% +$25.1K 0.27% 59
2025
Q4 		$921K Buy
+14,075
New +$890K 0.19% 76
2025
Q2 		$728K Buy
11,865
+47
+0.4% +$2.79K 0.16% 86
2025
Q1 		$764K Buy
11,818
+385
+3% +$23.2K 0.18% 80
2024
Q4 		$623K Buy
11,433
+889
+8% +$54.1K 0.16% 90
2024
Q3 		$681K Sell
10,544
-601
-5% -$40.8K 0.18% 92
2024
Q2 		$743K Sell
11,145
-1,458
-12% -$104K 0.22% 83
2024
Q1 		$867K Sell
12,603
-1,253
-9% -$82.2K 0.26% 75
2023
Q4 		$934K Sell
13,856
-277
-2% -$18.5K 0.31% 64
2023
Q3 		$929K Sell
14,133
-204
-1% -$12.6K 0.28% 61
2023
Q2 		$826K Buy
14,337
+125
+0.9% +$7.56K 0.24% 70
2023
Q1 		$839K Sell
14,212
-1,057
-7% -$65K 0.25% 66
2022
Q4 		$948K Sell
15,269
-602
-4% -$34.4K 0.3% 59
2022
Q3 		$738K Buy
15,871
+1,193
+8% +$59.9K 0.28% 72
2022
Q2 		$773K Buy
14,678
+3,982
+37% +$212K 0.28% 74
2022
Q1 		$541K Buy
10,696
+3,359
+46% +$182K 0.23% 92
2021
Q4 		$363K Buy
7,337
+2,045
+39% +$102K 0.14% 126
2021
Q3 		$254K Buy
+5,292
New +$235K 0.11% 149
2019
Q4 		– Sell
-5,338
Closed -$278K – 158
2019
Q3 		$278K Buy
+5,338
New +$277K 0.23% 116

Other funds holding TTE

Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keudell/Morrison Wealth Management's TTE Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its TotalEnergies (TTE) stake by 5% in Q2 2026, selling an estimated $63.2K and leaving 13,689 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #77.

Keudell/Morrison Wealth Management first reported a position in TTE in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.31M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Keudell/Morrison Wealth Management held 13,689 shares of TotalEnergies worth $1.06M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 715 TotalEnergies shares in Q2 2026, an estimated $63.2K.
  • TotalEnergies made up 0.2% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Keudell/Morrison Wealth Management first reported a position in TotalEnergies in Q3 2019 and has held it in 20 quarters since.
  • Keudell/Morrison Wealth Management's TotalEnergies position peaked at $1.31M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.