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Summit Financial’s TotalEnergies TTE Stock Holding History

Summit Financial’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 		$3.65M Sell
46,893
-206
-0.4% -$18.2K 0.04% 435
2026
Q1 		$4.29M Buy
47,099
+41,475
+737% +$3.17M 0.05% 353
2025
Q4 		$368K Buy
5,624
+101
+2% +$6.39K 0.01% 999
2025
Q3 		$330K Sell
5,523
-8
-0.1% -$493 0.01% 1031
2025
Q2 		$345K Sell
5,531
-63
-1% -$3.74K 0.01% 651
2025
Q1 		$362K Buy
5,594
+54
+1% +$3.26K 0.01% 579
2024
Q4 		$307K Buy
+5,540
New +$337K 0.01% 533

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

Summit Financial's TTE Position: Q2 2026 in Review

Summit Financial reduced its TotalEnergies (TTE) stake by 0.44% in Q2 2026, selling an estimated $18.2K and leaving 46,893 shares worth $3.65M. The position accounts for 0.04% of the portfolio, ranked #435.

Summit Financial first reported a position in TTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.29M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Summit Financial held 46,893 shares of TotalEnergies worth $3.65M as of Q2 2026.
  • Summit Financial sold 206 TotalEnergies shares in Q2 2026, an estimated $18.2K.
  • TotalEnergies made up 0.04% of Summit Financial's portfolio in Q2 2026, its #435 holding.
  • Summit Financial first reported a position in TotalEnergies in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's TotalEnergies position peaked at $4.29M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.