Plan Group Financial’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Plan Group Financial's TTE Position: Q2 2026 in Review

Plan Group Financial reduced its TotalEnergies (TTE) stake by 37% in Q2 2026, selling an estimated $451K and leaving 8,625 shares worth $671K. The position accounts for 0.14% of the portfolio, ranked #112.

Plan Group Financial first reported a position in TTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 1,009 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Plan Group Financial held 8,625 shares of TotalEnergies worth $671K as of Q2 2026.
  • Plan Group Financial sold 5,100 TotalEnergies shares in Q2 2026, an estimated $451K.
  • TotalEnergies made up 0.14% of Plan Group Financial's portfolio in Q2 2026, its #112 holding.
  • Plan Group Financial first reported a position in TotalEnergies in Q4 2025 and has held it in 3 quarters since.
  • Plan Group Financial's TotalEnergies position peaked at $1.25M in Q1 2026.
  • 1,009 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.