Legacy Financial Advisors’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$740K Buy
8,137
+773
+10% +$59.1K 0.1% 171
2025
Q4
$482K Sell
7,364
-2,067
-22% -$131K 0.07% 221
2025
Q3
$563K Buy
+9,431
New +$581K 0.08% 212
2025
Q2
Sell
-12,536
Closed -$811K 412
2025
Q1
$811K Buy
12,536
+148
+1% +$8.93K 0.14% 129
2024
Q4
$675K Sell
12,388
-2,333
-16% -$142K 0.11% 154
2024
Q3
$951K Buy
14,721
+273
+2% +$18.6K 0.16% 102
2024
Q2
$963K Buy
14,448
+583
+4% +$41.5K 0.17% 92
2024
Q1
$954K Buy
13,865
+864
+7% +$56.7K 0.17% 98
2023
Q4
$876K Buy
13,001
+1,394
+12% +$92.9K 0.17% 92
2023
Q3
$763K Buy
11,607
+2,262
+24% +$140K 0.15% 86
2023
Q2
$539K Buy
9,345
+739
+9% +$44.7K 0.1% 130
2023
Q1
$508K Sell
8,606
-618
-7% -$38K 0.1% 126
2022
Q4
$573K Buy
9,224
+1,516
+20% +$86.5K 0.12% 103
2022
Q3
$359K Buy
7,708
+713
+10% +$35.8K 0.09% 134
2022
Q2
$368K Buy
6,995
+991
+17% +$52.9K 0.09% 124
2022
Q1
$303K Sell
6,004
-83
-1% -$4.49K 0.07% 162
2021
Q4
$301K Buy
+6,087
New +$303K 0.07% 142
2019
Q2
Sell
-2,682
Closed -$149K 847
2019
Q1
$149K Buy
2,682
+864
+48% +$48.1K 0.05% 126
2018
Q4
$95K Sell
1,818
-90
-5% -$5.16K 0.04% 145
2018
Q3
$122K Buy
1,908
+28
+1% +$1.75K 0.04% 154
2018
Q2
$117K Buy
+1,880
New +$115K 0.04% 153
2018
Q1
Sell
-1,485
Closed -$82K 907
2017
Q4
$82K Buy
+1,485
New +$82K 0.03% 200

Other funds holding TTE

Legacy Financial Advisors's TTE Position: Q1 2026 in Review

Legacy Financial Advisors increased its TotalEnergies (TTE) stake by 10% in Q1 2026, buying an estimated $59.1K and bringing the position to 8,137 shares worth $740K. The position accounts for 0.1% of the portfolio, ranked #171.

Legacy Financial Advisors first reported a position in TTE in Q4 2017 and has held it in 22 quarters since. The position peaked at $963K in Q2 2024. 1,017 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

  • Legacy Financial Advisors held 8,137 shares of TotalEnergies worth $740K as of Q1 2026.
  • Legacy Financial Advisors bought 773 TotalEnergies shares in Q1 2026, an estimated $59.1K.
  • TotalEnergies made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #171 holding.
  • Legacy Financial Advisors first reported a position in TotalEnergies in Q4 2017 and has held it in 22 quarters since.
  • Legacy Financial Advisors's TotalEnergies position peaked at $963K in Q2 2024.
  • 1,017 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.