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 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 Paris, France $367B AUM 31.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CDDEC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Root Financial Partners's TTE Position: Q1 2026 in Review

Root Financial Partners increased its TotalEnergies (TTE) stake by 1.8% in Q1 2026, buying an estimated $3.13K and bringing the position to 2,258 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #327.

Root Financial Partners first reported a position in TTE in Q3 2025 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

Root Financial Partners held 2,258 shares of TotalEnergies worth $205K as of Q1 2026.
Root Financial Partners bought 41 TotalEnergies shares in Q1 2026, an estimated $3.13K.
TotalEnergies made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #327 holding.
Root Financial Partners first reported a position in TotalEnergies in Q3 2025 and has held it in 3 quarters since.
1,017 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.