Plan Group Financial
TTE icon

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
Q3 		$745K Sell
8,275
-350
-4% -$30.3K 0.15% 100
2026
Q2 		$671K Sell
8,625
-5,100
-37% -$451K 0.14% 112
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Plan Group Financial's TTE Position: Q3 2026 in Review

Plan Group Financial reduced its TotalEnergies (TTE) stake by 4.1% in Q3 2026, selling an estimated $30.3K and leaving 8,275 shares worth $745K. The position accounts for 0.15% of the portfolio, ranked #100.

Plan Group Financial first reported a position in TTE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q1 2026. 280 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

  • Plan Group Financial held 8,275 shares of TotalEnergies worth $745K as of Q3 2026.
  • Plan Group Financial sold 350 TotalEnergies shares in Q3 2026, an estimated $30.3K.
  • TotalEnergies made up 0.15% of Plan Group Financial's portfolio in Q3 2026, its #100 holding.
  • Plan Group Financial first reported a position in TotalEnergies in Q4 2025 and has held it in 4 quarters since.
  • Plan Group Financial's TotalEnergies position peaked at $1.25M in Q1 2026.
  • 280 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.