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Mount Yale Investment Advisors’s TotalEnergies TTE Stock Holding History

Mount Yale Investment Advisors’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 		$2.13M Sell
27,332
-1,155
-4% -$102K 0.04% 396
2026
Q1 		$2.6M Buy
28,487
+14,629
+106% +$1.12M 0.06% 323
2025
Q4 		$915K Buy
13,858
+4,336
+46% +$274K 0.04% 329
2025
Q3 		$578K Sell
9,522
-4,857
-34% -$299K 0.04% 391
2025
Q2 		$883K Buy
14,379
+647
+5% +$38.4K 0.07% 229
2025
Q1 		$888K Sell
13,732
-4,090
-23% -$247K 0.08% 213
2024
Q4 		$971K Sell
17,822
-8,783
-33% -$534K 0.08% 207
2024
Q3 		$1.72M Buy
26,605
+312
+1% +$21.2K 0.17% 134
2024
Q2 		$1.75M Buy
26,293
+98
+0.4% +$6.97K 0.14% 140
2024
Q1 		$1.8M Buy
26,195
+4,217
+19% +$277K 0.14% 144
2023
Q4 		$1.48M Sell
21,978
-360
-2% -$24K 0.14% 151
2023
Q3 		$1.47M Buy
22,338
+477
+2% +$29.5K 0.16% 137
2023
Q2 		$1.26M Buy
21,861
+857
+4% +$51.9K 0.13% 156
2023
Q1 		$1.24M Sell
21,004
-7,168
-25% -$441K 0.14% 153
2022
Q4 		$1.75M Buy
28,172
+780
+3% +$44.5K 0.2% 115
2022
Q3 		$1.27M Buy
27,392
+794
+3% +$39.9K 0.17% 130
2022
Q2 		$1.4M Buy
26,598
+5,116
+24% +$273K 0.18% 132
2022
Q1 		$1.09M Buy
21,482
+9,298
+76% +$503K 0.12% 182
2021
Q4 		$603K Buy
12,184
+984
+9% +$49K 0.06% 267
2021
Q3 		$537K Buy
+11,200
New +$497K 0.06% 270
2020
Q3 		– Sell
-5,364
Closed -$206K – 374
2020
Q2 		$206K Buy
+5,364
New +$199K 0.04% 305
2020
Q1 		– Sell
-7,394
Closed -$359K – 333
2019
Q4 		$359K Sell
7,394
-711
-9% -$37.6K 0.06% 256
2019
Q3 		$439K Buy
+8,105
New +$420K 0.08% 213
2018
Q4 		– Sell
-7,147
Closed -$424K – 755
2018
Q3 		$424K Buy
7,147
+1,469
+26% +$92.1K 0.07% 207
2018
Q2 		$344K Buy
5,678
+3,666
+182% +$225K 0.07% 234
2018
Q1 		$116K Buy
+2,012
New +$115K 0.02% 410

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

Mount Yale Investment Advisors's TTE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its TotalEnergies (TTE) stake by 4.1% in Q2 2026, selling an estimated $102K and leaving 27,332 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #396.

Mount Yale Investment Advisors first reported a position in TTE in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.6M in Q1 2026. 1,012 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Mount Yale Investment Advisors held 27,332 shares of TotalEnergies worth $2.13M as of Q2 2026.
  • Mount Yale Investment Advisors sold 1,155 TotalEnergies shares in Q2 2026, an estimated $102K.
  • TotalEnergies made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #396 holding.
  • Mount Yale Investment Advisors first reported a position in TotalEnergies in Q1 2018 and has held it in 26 quarters since.
  • Mount Yale Investment Advisors's TotalEnergies position peaked at $2.6M in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.