MIM
TTE icon

Morningstar Investment Management’s TotalEnergies TTE Stock Holding History

Morningstar Investment 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 		$6.62M Hold
72,155
– – 0.41% 47
2026
Q1 		$6.62M Sell
72,155
-32,936
-31% -$2.52M 0.41% 47
2025
Q4 		$6.85M Buy
+105,091
New +$6.64M 0.4% 51

Other funds holding TTE

CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Morningstar Investment Management's TTE Position: Q2 2026 in Review

Morningstar Investment Management held its TotalEnergies (TTE) position steady in Q2 2026 at 72,155 shares worth $6.62M. The position accounts for 0.41% of the portfolio, ranked #47.

Morningstar Investment Management first reported a position in TTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.85M in Q4 2025. 447 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Morningstar Investment Management held 72,155 shares of TotalEnergies worth $6.62M as of Q2 2026.
  • Morningstar Investment Management left its TotalEnergies share count unchanged in Q2 2026.
  • TotalEnergies made up 0.41% of Morningstar Investment Management's portfolio in Q2 2026, its #47 holding.
  • Morningstar Investment Management first reported a position in TotalEnergies in Q4 2025 and has held it in 3 quarters since.
  • Morningstar Investment Management's TotalEnergies position peaked at $6.85M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.