Planned Solutions’s TotalEnergies TTE Stock Holding History

Planned Solutions’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	$270K	Hold	3,162	–	–	0.07%	119
2026 Q2	$246K	Buy	3,162 +168	+6%	+$14.9K	0.07%	129
2026 Q1	$272K	Buy	+2,994	New	+$229K	0.09%	109
2024 Q4	–	Sell	-3,540	Closed	-$229K	–	587
2024 Q3	$229K	Buy	3,540 +285	+9%	+$19.4K	0.09%	100
2024 Q2	$217K	Buy	+3,255	New	+$231K	0.11%	90
2024 Q1	–	Sell	-2,780	Closed	-$187K	–	510
2023 Q4	$187K	Buy	+2,780	New	+$185K	0.09%	90
2021 Q1	–	Sell	-1,900	Closed	-$80K	–	377
2020 Q4	$80K	Buy	1,900 +300	+19%	+$11.6K	0.06%	132
2020 Q3	$55K	Buy	+1,600	New	+$61K	0.05%	140

Other funds holding TTE

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Planned Solutions's TTE Position: Q3 2026 in Review

Planned Solutions held its TotalEnergies (TTE) position steady in Q3 2026 at 3,162 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #119.

Planned Solutions first reported a position in TTE in Q3 2020 and has held it in 8 quarters since. The position peaked at $272K in Q1 2026. 481 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

Planned Solutions held 3,162 shares of TotalEnergies worth $270K as of Q3 2026.
Planned Solutions left its TotalEnergies share count unchanged in Q3 2026.
TotalEnergies made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #119 holding.
Planned Solutions first reported a position in TotalEnergies in Q3 2020 and has held it in 8 quarters since.
Planned Solutions's TotalEnergies position peaked at $272K in Q1 2026.
481 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.