Legacy Wealth Asset Management’s TotalEnergies TTE Stock Holding History

Legacy Wealth Asset 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 Q3	$2.46M	Sell	28,820 -1,343	-4%	-$116K	0.54%	36
2026 Q2	$2.35M	Buy	30,163 +9,507	+46%	+$841K	0.51%	39
2026 Q1	$1.88M	Buy	+20,656	New	+$1.58M	0.46%	46
2025 Q4	–	Sell	-21,104	Closed	-$1.26M	–	382
2025 Q3	$1.26M	Buy	21,104 +209	+1%	+$12.9K	0.31%	92
2025 Q2	$1.28M	Sell	20,895 -12,357	-37%	-$733K	0.33%	80
2025 Q1	$2.15M	Buy	33,252 +2,332	+8%	+$141K	0.59%	34
2024 Q4	$1.69M	Sell	30,920 -2,553	-8%	-$155K	0.46%	54
2024 Q3	$2.16M	Sell	33,473 -122	-0.4%	-$8.29K	0.58%	40
2024 Q2	$2.24M	Buy	33,595 +1,092	+3%	+$77.6K	0.63%	29
2024 Q1	$2.24M	Buy	32,503 +927	+3%	+$60.8K	0.62%	29
2023 Q4	$2.13M	Sell	31,576 -1,710	-5%	-$114K	0.7%	27
2023 Q3	$2.19M	Buy	33,286 +6,499	+24%	+$402K	0.8%	13
2023 Q2	$1.54M	Sell	26,787 -6	-0%	-$363	0.54%	44
2023 Q1	$1.58M	Buy	26,793 +699	+3%	+$43K	0.57%	39
2022 Q4	$1.62M	Sell	26,094 -15,262	-37%	-$871K	0.62%	32
2022 Q3	$1.92M	Buy	+41,356	New	+$2.08M	0.84%	15

Other funds holding TTE

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

HGP

Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

BDL

Banque de Luxembourg Luxembourg $224M AUM 19.18% 1-Year Est. Return

Legacy Wealth Asset Management's TTE Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its TotalEnergies (TTE) stake by 4.5% in Q3 2026, selling an estimated $116K and leaving 28,820 shares worth $2.46M. The position accounts for 0.54% of the portfolio, ranked #36.

Legacy Wealth Asset Management first reported a position in TTE in Q3 2022 and has held it in 16 quarters since. 125 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

Legacy Wealth Asset Management held 28,820 shares of TotalEnergies worth $2.46M as of Q3 2026.
Legacy Wealth Asset Management sold 1,343 TotalEnergies shares in Q3 2026, an estimated $116K.
TotalEnergies made up 0.54% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #36 holding.
Legacy Wealth Asset Management first reported a position in TotalEnergies in Q3 2022 and has held it in 16 quarters since.
125 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.