Modera Wealth Management’s TotalEnergies TTE Stock Holding History

Modera 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	$787K	Buy	10,121 +916	+10%	+$81K	0.01%	386
2026 Q1	$837K	Sell	9,205 -108	-1%	-$8.25K	0.01%	350
2025 Q4	$609K	Sell	9,313 -50	-0.5%	-$3.16K	0.01%	418
2025 Q3	$559K	Buy	9,363 +3,124	+50%	+$193K	0.01%	433
2025 Q2	$383K	Sell	6,239 -949	-13%	-$56.3K	﹤0.01%	490
2025 Q1	$465K	Sell	7,188 -2,174	-23%	-$131K	0.01%	449
2024 Q4	$510K	Sell	9,362 -246	-3%	-$15K	0.01%	433
2024 Q3	$621K	Buy	9,608 +105	+1%	+$7.13K	0.01%	379
2024 Q2	$634K	Sell	9,503 -203	-2%	-$14.4K	0.01%	353
2024 Q1	$668K	Sell	9,706 -253	-3%	-$16.6K	0.01%	359
2023 Q4	$671K	Sell	9,959 -31	-0.3%	-$2.07K	0.01%	338
2023 Q3	$657K	Sell	9,990 -134	-1%	-$8.29K	0.01%	326
2023 Q2	$584K	Buy	+10,124	New	+$613K	0.01%	357

Other funds holding TTE

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Modera Wealth Management's TTE Position: Q2 2026 in Review

Modera Wealth Management increased its TotalEnergies (TTE) stake by 10% in Q2 2026, buying an estimated $81K and bringing the position to 10,121 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #386.

Modera Wealth Management first reported a position in TTE in Q2 2023 and has held it in 13 quarters since. The position peaked at $837K in Q1 2026. 588 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Modera Wealth Management held 10,121 shares of TotalEnergies worth $787K as of Q2 2026.
Modera Wealth Management bought 916 TotalEnergies shares in Q2 2026, an estimated $81K.
TotalEnergies made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #386 holding.
Modera Wealth Management first reported a position in TotalEnergies in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's TotalEnergies position peaked at $837K in Q1 2026.
588 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.