Moneta Group Investment 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
Q2
$303K Sell
3,903
-62
-2% -$5.48K ﹤0.01% 695
2026
Q1
$361K Sell
3,965
-207
-5% -$15.8K ﹤0.01% 586
2025
Q4
$273K Buy
+4,172
New +$264K ﹤0.01% 661
2023
Q2
Sell
-3,511
Closed -$207K 574
2023
Q1
$207K Buy
+3,511
New +$216K 0.01% 494
2018
Q3
Sell
-635
Closed -$38K 366
2018
Q2
$38K Buy
635
+302
+91% +$18.5K ﹤0.01% 327
2018
Q1
$19K Buy
333
+266
+397% +$15.2K ﹤0.01% 409
2017
Q4
$4K Buy
+67
New +$3.7K ﹤0.01% 380
2015
Q4
Sell
-355
Closed -$16K 394
2015
Q3
$16K Buy
+355
New +$16.7K ﹤0.01% 358

Other funds holding TTE

Moneta Group Investment Advisors's TTE Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its TotalEnergies (TTE) stake by 1.6% in Q2 2026, selling an estimated $5.48K and leaving 3,903 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Moneta Group Investment Advisors first reported a position in TTE in Q3 2015 and has held it in 8 quarters since. The position peaked at $361K in Q1 2026. 1,010 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Moneta Group Investment Advisors held 3,903 shares of TotalEnergies worth $303K as of Q2 2026.
  • Moneta Group Investment Advisors sold 62 TotalEnergies shares in Q2 2026, an estimated $5.48K.
  • TotalEnergies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #695 holding.
  • Moneta Group Investment Advisors first reported a position in TotalEnergies in Q3 2015 and has held it in 8 quarters since.
  • Moneta Group Investment Advisors's TotalEnergies position peaked at $361K in Q1 2026.
  • 1,010 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.