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Portside Wealth Group’s TotalEnergies TTE Stock Holding History

Portside Wealth Group’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 		$641K Buy
8,243
+1,864
+29% +$165K 0.07% 258
2026
Q1 		$580K Buy
6,379
+244
+4% +$18.6K 0.08% 232
2025
Q4 		$401K Buy
6,135
+1,942
+46% +$123K 0.05% 302
2025
Q3 		$250K Buy
4,193
+348
+9% +$21.5K 0.03% 421
2025
Q2 		$236K Buy
3,845
+548
+17% +$32.5K 0.04% 407
2025
Q1 		$213K Buy
+3,297
New +$199K 0.03% 394

Other funds holding TTE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Portside Wealth Group's TTE Position: Q2 2026 in Review

Portside Wealth Group increased its TotalEnergies (TTE) stake by 29% in Q2 2026, buying an estimated $165K and bringing the position to 8,243 shares worth $641K. The position accounts for 0.07% of the portfolio, ranked #258.

Portside Wealth Group first reported a position in TTE in Q1 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Portside Wealth Group held 8,243 shares of TotalEnergies worth $641K as of Q2 2026.
  • Portside Wealth Group bought 1,864 TotalEnergies shares in Q2 2026, an estimated $165K.
  • TotalEnergies made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #258 holding.
  • Portside Wealth Group first reported a position in TotalEnergies in Q1 2025 and has held it in 6 quarters since.
  • 147 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.