Triad Wealth 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
$697K Buy
7,992
+1,766
+28% +$156K 0.04% 255
2026
Q1
$566K Buy
6,226
+287
+5% +$21.9K 0.04% 255
2025
Q4
$389K Buy
5,939
+356
+6% +$22.5K 0.04% 324
2025
Q3
$333K Buy
+5,583
New +$344K 0.04% 264
2024
Q3
Sell
-2,289
Closed -$153K 840
2024
Q2
$153K Buy
+2,289
New +$163K 0.08% 110

Other funds holding TTE

Triad Wealth Partners's TTE Position: Q2 2026 in Review

Triad Wealth Partners increased its TotalEnergies (TTE) stake by 28% in Q2 2026, buying an estimated $156K and bringing the position to 7,992 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #255.

Triad Wealth Partners first reported a position in TTE in Q2 2024 and has held it in 5 quarters since. 1,011 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Triad Wealth Partners held 7,992 shares of TotalEnergies worth $697K as of Q2 2026.
  • Triad Wealth Partners bought 1,766 TotalEnergies shares in Q2 2026, an estimated $156K.
  • TotalEnergies made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #255 holding.
  • Triad Wealth Partners first reported a position in TotalEnergies in Q2 2024 and has held it in 5 quarters since.
  • 1,011 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.