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 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

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BPCE

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Planned Solutions's TTE Position: Q2 2026 in Review

Planned Solutions increased its TotalEnergies (TTE) stake by 5.6% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,162 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #129.

Planned Solutions first reported a position in TTE in Q3 2020 and has held it in 7 quarters since. The position peaked at $272K in Q1 2026. 409 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Planned Solutions held 3,162 shares of TotalEnergies worth $246K as of Q2 2026.
Planned Solutions bought 168 TotalEnergies shares in Q2 2026, an estimated $14.9K.
TotalEnergies made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #129 holding.
Planned Solutions first reported a position in TotalEnergies in Q3 2020 and has held it in 7 quarters since.
Planned Solutions's TotalEnergies position peaked at $272K in Q1 2026.
409 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.