PGF
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Plan Group Financial’s TotalEnergies TTE Stock Holding History

Plan Group Financial’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
Q1 		$1.25M Buy
13,725
+2,350
+21% +$180K 0.29% 80
2025
Q4 		$744K Buy
+11,375
New +$719K 0.19% 99

Other funds holding TTE

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Plan Group Financial's TTE Position: Q1 2026 in Review

Plan Group Financial increased its TotalEnergies (TTE) stake by 21% in Q1 2026, buying an estimated $180K and bringing the position to 13,725 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #80.

Plan Group Financial first reported a position in TTE in Q4 2025 and has held it in 2 quarters since. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

  • Plan Group Financial held 13,725 shares of TotalEnergies worth $1.25M as of Q1 2026.
  • Plan Group Financial bought 2,350 TotalEnergies shares in Q1 2026, an estimated $180K.
  • TotalEnergies made up 0.29% of Plan Group Financial's portfolio in Q1 2026, its #80 holding.
  • Plan Group Financial first reported a position in TotalEnergies in Q4 2025 and has held it in 2 quarters since.
  • 1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.