Root Financial Partners
TTE icon

Root Financial Partners’s TotalEnergies TTE Stock Holding History

Root Financial Partners’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 		$223K Sell
2,612
-194
-7% -$16.8K 0.01% 404
2026
Q2 		$218K Buy
2,806
+548
+24% +$48.5K 0.01% 377
2026
Q1 		$205K Buy
2,258
+41
+2% +$3.13K 0.01% 327
2025
Q4 		$145K Buy
2,217
+296
+15% +$18.7K 0.01% 356
2025
Q3 		$115K Buy
+1,921
New +$118K 0.01% 404

Other funds holding TTE

Amundi
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LBP AM
LBP AM Paris, France $11.2B AUM 34.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Root Financial Partners's TTE Position: Q3 2026 in Review

Root Financial Partners reduced its TotalEnergies (TTE) stake by 6.9% in Q3 2026, selling an estimated $16.8K and leaving 2,612 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #404.

Root Financial Partners first reported a position in TTE in Q3 2025 and has held it in 5 quarters since. 611 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

  • Root Financial Partners held 2,612 shares of TotalEnergies worth $223K as of Q3 2026.
  • Root Financial Partners sold 194 TotalEnergies shares in Q3 2026, an estimated $16.8K.
  • TotalEnergies made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #404 holding.
  • Root Financial Partners first reported a position in TotalEnergies in Q3 2025 and has held it in 5 quarters since.
  • 611 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.