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Plan A Wealth’s TotalEnergies TTE Stock Holding History

Plan A Wealth’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 		$1.07M Buy
12,514
+238
+2% +$20.6K 0.38% 29
2026
Q2 		$955K Buy
12,276
+541
+5% +$47.8K 0.41% 31
2026
Q1 		$1.07M Buy
+11,735
New +$897K 0.51% 21
2025
Q4 		– Sell
-11,628
Closed -$694K – 189
2025
Q3 		$694K Buy
11,628
+830
+8% +$51.2K 0.35% 39
2025
Q2 		$663K Buy
10,798
+4,937
+84% +$293K 0.38% 44
2025
Q1 		$379K Buy
+5,861
New +$354K 0.29% 57

Other funds holding TTE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Plan A Wealth's TTE Position: Q3 2026 in Review

Plan A Wealth increased its TotalEnergies (TTE) stake by 1.9% in Q3 2026, buying an estimated $20.6K and bringing the position to 12,514 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #29.

Plan A Wealth first reported a position in TTE in Q1 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

  • Plan A Wealth held 12,514 shares of TotalEnergies worth $1.07M as of Q3 2026.
  • Plan A Wealth bought 238 TotalEnergies shares in Q3 2026, an estimated $20.6K.
  • TotalEnergies made up 0.38% of Plan A Wealth's portfolio in Q3 2026, its #29 holding.
  • Plan A Wealth first reported a position in TotalEnergies in Q1 2025 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.