Kingswood Wealth Advisors’s TotalEnergies TTE Stock Holding History

Kingswood Wealth Advisors’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	$531K	Buy	6,832 +43	+0.6%	+$3.8K	0.02%	595
2026 Q1	$618K	Buy	6,789 +2,738	+68%	+$209K	0.03%	499
2025 Q4	$265K	Buy	4,051 +657	+19%	+$41.5K	0.01%	725
2025 Q3	$203K	Buy	+3,394	New	+$209K	0.01%	762
2025 Q2	–	Sell	-3,787	Closed	-$245K	–	790
2025 Q1	$245K	Sell	3,787 -320	-8%	-$19.3K	0.02%	617
2024 Q4	$224K	Buy	+4,107	New	+$250K	0.02%	704
2024 Q3	–	Sell	-5,226	Closed	-$348K	–	751
2024 Q2	$348K	Buy	5,226 +1,619	+45%	+$115K	0.03%	480
2024 Q1	$248K	Sell	3,607 -1,059	-23%	-$69.5K	0.03%	535
2023 Q4	$314K	Buy	+4,666	New	+$311K	0.04%	459

Other funds holding TTE

Amundi Paris, France $413B AUM 44.57% 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 $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Kingswood Wealth Advisors's TTE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its TotalEnergies (TTE) stake by 0.63% in Q2 2026, buying an estimated $3.8K and bringing the position to 6,832 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #595.

Kingswood Wealth Advisors first reported a position in TTE in Q4 2023 and has held it in 9 quarters since. The position peaked at $618K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Kingswood Wealth Advisors held 6,832 shares of TotalEnergies worth $531K as of Q2 2026.
Kingswood Wealth Advisors bought 43 TotalEnergies shares in Q2 2026, an estimated $3.8K.
TotalEnergies made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #595 holding.
Kingswood Wealth Advisors first reported a position in TotalEnergies in Q4 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's TotalEnergies position peaked at $618K in Q1 2026.
1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.