PEWA
TTE icon

Pacific Excel Wealth Advisors’s TotalEnergies TTE Stock Holding History

Pacific Excel Wealth 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 		– Sell
-2,831
Closed -$258K – 312
2026
Q1 		$258K Buy
+2,831
New +$216K 0.27% 102

Other funds holding TTE

Amundi
Amundi Paris, France $413B AUM 44.57% 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

Pacific Excel Wealth Advisors's TTE Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of TotalEnergies (TTE) in Q2 2026, closing a stake of 2,831 shares — an estimated $258K sold.

Pacific Excel Wealth Advisors first reported a position in TTE in Q1 2026 and held it in 1 quarter. The position peaked at $258K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining TotalEnergies position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 2,831 TotalEnergies shares in Q2 2026, an estimated $258K.
  • Pacific Excel Wealth Advisors first reported a position in TotalEnergies in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's TotalEnergies position peaked at $258K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.