Root Financial Partners’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Root Financial Partners's TTE Position: Q2 2026 in Review

Root Financial Partners increased its TotalEnergies (TTE) stake by 24% in Q2 2026, buying an estimated $48.5K and bringing the position to 2,806 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #377.

Root Financial Partners first reported a position in TTE in Q3 2025 and has held it in 4 quarters since. 1,009 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Root Financial Partners held 2,806 shares of TotalEnergies worth $218K as of Q2 2026.
  • Root Financial Partners bought 548 TotalEnergies shares in Q2 2026, an estimated $48.5K.
  • TotalEnergies made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #377 holding.
  • Root Financial Partners first reported a position in TotalEnergies in Q3 2025 and has held it in 4 quarters since.
  • 1,009 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.