Pinnacle Wealth Planning Services
TTE icon

Pinnacle Wealth Planning Services’s TotalEnergies TTE Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$271K Buy
3,175
+181
+6% +$15.7K 0.03% 388
2026
Q2 		$233K Sell
2,994
-28
-0.9% -$2.48K 0.02% 466
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% -$9.9K 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

Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's TTE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its TotalEnergies (TTE) stake by 6% in Q3 2026, buying an estimated $15.7K and bringing the position to 3,175 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #388.

Pinnacle Wealth Planning Services first reported a position in TTE in Q2 2019 and has held it in 24 quarters since. The position peaked at $583K in Q1 2022. 670 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,175 shares of TotalEnergies worth $271K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 181 TotalEnergies shares in Q3 2026, an estimated $15.7K.
  • TotalEnergies made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #388 holding.
  • Pinnacle Wealth Planning Services first reported a position in TotalEnergies in Q2 2019 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's TotalEnergies position peaked at $583K in Q1 2022.
  • 670 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.