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LRI Investments’s TotalEnergies TTE Stock Holding History

LRI Investments’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 		$201K Sell
2,586
-392
-13% -$34.7K 0.02% 320
2026
Q1 		$276K Hold
2,978
– – 0.02% 243
2025
Q4 		$194K Hold
2,978
– – 0.02% 286
2025
Q3 		$178K Buy
2,978
+15
+0.5% +$925 0.01% 313
2025
Q2 		$182K Buy
2,963
+211
+8% +$12.5K 0.02% 307
2025
Q1 		$178K Sell
2,752
-1,822
-40% -$110K 0.02% 288
2024
Q4 		$249K Buy
4,574
+3,444
+305% +$209K 0.02% 230
2024
Q3 		$68.3K Sell
1,130
-2,890
-72% -$196K 0.01% 473
2024
Q2 		$268K Buy
4,020
+3,965
+7,209% +$282K 0.03% 198
2024
Q1 		$3.79K Buy
+55
New +$3.61K ﹤0.01% 673

Other funds holding TTE

Amundi
Amundi Paris, France $416B AUM 44.19% 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

LRI Investments's TTE Position: Q2 2026 in Review

LRI Investments reduced its TotalEnergies (TTE) stake by 13% in Q2 2026, selling an estimated $34.7K and leaving 2,586 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #320.

LRI Investments first reported a position in TTE in Q1 2024 and has held it in 10 quarters since. The position peaked at $276K in Q1 2026. 1,012 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • LRI Investments held 2,586 shares of TotalEnergies worth $201K as of Q2 2026.
  • LRI Investments sold 392 TotalEnergies shares in Q2 2026, an estimated $34.7K.
  • TotalEnergies made up 0.02% of LRI Investments's portfolio in Q2 2026, its #320 holding.
  • LRI Investments first reported a position in TotalEnergies in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's TotalEnergies position peaked at $276K in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.