Triad Wealth Partners’s TotalEnergies TTE Stock Holding History

Triad Wealth 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	$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

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

Triad Wealth Partners's TTE Position: Q1 2026 in Review

Triad Wealth Partners increased its TotalEnergies (TTE) stake by 4.8% in Q1 2026, buying an estimated $21.9K and bringing the position to 6,226 shares worth $566K. 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 4 quarters since. 1,017 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

Triad Wealth Partners held 6,226 shares of TotalEnergies worth $566K as of Q1 2026.
Triad Wealth Partners bought 287 TotalEnergies shares in Q1 2026, an estimated $21.9K.
TotalEnergies made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #255 holding.
Triad Wealth Partners first reported a position in TotalEnergies in Q2 2024 and has held it in 4 quarters since.
1,017 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.