Pinnacle Wealth Planning Services’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$275K Buy
3,022
+206
+7% +$15.7K 0.03% 367
2025
Q4
$184K Buy
+2,816
New +$178K 0.02% 494
2025
Q2
Sell
-3,488
Closed -$226K 482
2025
Q1
$226K Buy
+3,488
New +$210K 0.03% 329
2024
Q4
Sell
-3,933
Closed -$254K 554
2024
Q3
$254K Sell
3,933
-75
-2% -$5.1K 0.03% 355
2024
Q2
$267K Buy
4,008
+18
+0.5% +$1.28K 0.04% 316
2024
Q1
$275K Hold
3,990
0.04% 322
2023
Q4
$269K Sell
3,990
-42
-1% -$2.8K 0.04% 301
2023
Q3
$265K Hold
4,032
0.04% 282
2023
Q2
$232K Sell
4,032
-1,987
-33% -$120K 0.04% 327
2023
Q1
$355K Sell
6,019
-555
-8% -$34.1K 0.06% 235
2022
Q4
$408K Sell
6,574
-174
-3% -$9.93K 0.07% 199
2022
Q3
$314K Sell
6,748
-2,988
-31% -$150K 0.06% 226
2022
Q2
$513K Sell
9,736
-1,792
-16% -$95.6K 0.09% 149
2022
Q1
$583K Buy
11,528
+113
+1% +$6.12K 0.11% 145
2021
Q4
$565K Buy
11,415
+785
+7% +$39.1K 0.11% 141
2021
Q3
$509K Sell
10,630
-1,165
-10% -$51.7K 0.11% 134
2021
Q2
$534K Buy
11,795
+305
+3% +$14.3K 0.12% 127
2021
Q1
$534K Buy
11,490
+5,306
+86% +$242K 0.14% 121
2020
Q4
$259K Sell
6,184
-478
-7% -$18.4K 0.06% 230
2020
Q3
$228K Buy
+6,662
New +$254K 0.08% 210
2020
Q1
Sell
-5,407
Closed -$299K 268
2019
Q4
$299K Buy
+5,407
New +$286K 0.14% 153
2019
Q3
Sell
-5,046
Closed -$282K 214
2019
Q2
$282K Buy
+5,046
New +$275K 0.17% 125

Other funds holding TTE

Pinnacle Wealth Planning Services's TTE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its TotalEnergies (TTE) stake by 7.3% in Q1 2026, buying an estimated $15.7K and bringing the position to 3,022 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #367.

Pinnacle Wealth Planning Services first reported a position in TTE in Q2 2019 and has held it in 22 quarters since. The position peaked at $583K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,022 shares of TotalEnergies worth $275K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 206 TotalEnergies shares in Q1 2026, an estimated $15.7K.
  • TotalEnergies made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #367 holding.
  • Pinnacle Wealth Planning Services first reported a position in TotalEnergies in Q2 2019 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's TotalEnergies position peaked at $583K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.