Symphony Financial’s TotalEnergies TTE Stock Holding History

Symphony 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	$318K	Sell	4,096 -997	-20%	-$88.2K	0.03%	252
2026 Q1	$473K	Buy	+5,093	New	+$389K	0.06%	176
2025 Q4	–	Sell	-4,852	Closed	-$291K	–	317
2025 Q3	$291K	Buy	+4,852	New	+$299K	0.04%	219
2025 Q1	–	Sell	-4,992	Closed	-$295K	–	210
2024 Q4	$295K	Sell	4,992 -64	-1%	-$3.89K	0.05%	179
2024 Q3	$334K	Sell	5,056 -21	-0.4%	-$1.43K	0.06%	176
2024 Q2	$338K	Sell	5,077 -259	-5%	-$18.4K	0.06%	157
2024 Q1	$367K	Buy	5,336 +55	+1%	+$3.61K	0.09%	138
2023 Q4	$341K	Buy	5,281 +2,132	+68%	+$142K	0.07%	159
2023 Q3	$204K	Buy	+3,149	New	+$195K	0.05%	155

Other funds holding TTE

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Symphony Financial's TTE Position: Q2 2026 in Review

Symphony Financial reduced its TotalEnergies (TTE) stake by 20% in Q2 2026, selling an estimated $88.2K and leaving 4,096 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #252.

Symphony Financial first reported a position in TTE in Q3 2023 and has held it in 9 quarters since. The position peaked at $473K in Q1 2026. 842 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Symphony Financial held 4,096 shares of TotalEnergies worth $318K as of Q2 2026.
Symphony Financial sold 997 TotalEnergies shares in Q2 2026, an estimated $88.2K.
TotalEnergies made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #252 holding.
Symphony Financial first reported a position in TotalEnergies in Q3 2023 and has held it in 9 quarters since.
Symphony Financial's TotalEnergies position peaked at $473K in Q1 2026.
842 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.