Robertson Stephens Wealth Management’s TotalEnergies TTE Stock Holding History

Robertson Stephens Wealth Management’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	$838K	Buy	10,772 +118	+1%	+$10.4K	0.02%	348
2026 Q1	$970K	Buy	10,654 +558	+6%	+$42.6K	0.03%	304
2025 Q4	$661K	Sell	10,096 -282	-3%	-$17.8K	0.02%	378
2025 Q3	$630K	Buy	10,378 +2,030	+24%	+$125K	0.02%	319
2025 Q2	$521K	Sell	8,348 -5,247	-39%	-$311K	0.02%	357
2025 Q1	$891K	Sell	13,595 -427	-3%	-$25.8K	0.03%	279
2024 Q4	$776K	Buy	14,022 +1,482	+12%	+$90.1K	0.03%	286
2024 Q3	$821K	Buy	12,540 +683	+6%	+$46.4K	0.03%	312
2024 Q2	$800K	Buy	11,857 +1,834	+18%	+$130K	0.04%	261
2024 Q1	$698K	Buy	10,023 +3,623	+57%	+$238K	0.04%	287
2023 Q4	$436K	Buy	+6,400	New	+$427K	0.03%	332
2022 Q1	–	Sell	-8,657	Closed	-$432K	–	410
2021 Q4	$432K	Buy	+8,657	New	+$431K	0.04%	275

Other funds holding TTE

CDDEC

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Robertson Stephens Wealth Management's TTE Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its TotalEnergies (TTE) stake by 1.1% in Q2 2026, buying an estimated $10.4K and bringing the position to 10,772 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #348.

Robertson Stephens Wealth Management first reported a position in TTE in Q4 2021 and has held it in 12 quarters since. The position peaked at $970K in Q1 2026. 447 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Robertson Stephens Wealth Management held 10,772 shares of TotalEnergies worth $838K as of Q2 2026.
Robertson Stephens Wealth Management bought 118 TotalEnergies shares in Q2 2026, an estimated $10.4K.
TotalEnergies made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #348 holding.
Robertson Stephens Wealth Management first reported a position in TotalEnergies in Q4 2021 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's TotalEnergies position peaked at $970K in Q1 2026.
447 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.