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Roehl & Yi Investment Advisors’s TotalEnergies TTE Stock Holding History

Roehl & Yi Investment Advisors’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 		$1.18M Buy
15,177
+816
+6% +$72.2K 0.39% 53
2026
Q1 		$1.33M Buy
14,361
+650
+5% +$49.7K 0.5% 40
2025
Q4 		$896K Buy
+13,711
New +$867K 0.36% 62

Other funds holding TTE

Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Roehl & Yi Investment Advisors's TTE Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its TotalEnergies (TTE) stake by 5.7% in Q2 2026, buying an estimated $72.2K and bringing the position to 15,177 shares worth $1.18M. The position accounts for 0.39% of the portfolio, ranked #53.

Roehl & Yi Investment Advisors first reported a position in TTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Roehl & Yi Investment Advisors held 15,177 shares of TotalEnergies worth $1.18M as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 816 TotalEnergies shares in Q2 2026, an estimated $72.2K.
  • TotalEnergies made up 0.39% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Roehl & Yi Investment Advisors first reported a position in TotalEnergies in Q4 2025 and has held it in 3 quarters since.
  • Roehl & Yi Investment Advisors's TotalEnergies position peaked at $1.33M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.