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True Wealth Design’s TotalEnergies TTE Stock Holding History

True Wealth Design’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
Q3 		$27.5K Buy
322
+77
+31% +$6.66K 0.01% 717
2026
Q2 		$19.1K Buy
245
+69
+39% +$6.1K ﹤0.01% 827
2026
Q1 		$16K Sell
176
-47
-21% -$3.59K ﹤0.01% 805
2025
Q4 		$14.6K Sell
223
-44
-16% -$2.78K ﹤0.01% 721
2025
Q3 		$15.9K Buy
267
+232
+663% +$14.3K ﹤0.01% 690
2025
Q2 		$2.15K Sell
35
-2
-5% -$119 ﹤0.01% 1155
2025
Q1 		$2.39K Buy
37
+12
+48% +$724 ﹤0.01% 943
2024
Q4 		$1.36K Sell
25
-65
-72% -$3.95K ﹤0.01% 843
2024
Q3 		$5.82K Sell
90
-12,035
-99% -$818K ﹤0.01% 528
2024
Q2 		$808K Sell
12,125
-2
-0% -$142 0.2% 77
2024
Q1 		$835K Buy
12,127
+157
+1% +$10.3K 0.21% 76
2023
Q4 		$807K Sell
11,970
-669
-5% -$44.6K 0.23% 66
2023
Q3 		$831K Sell
12,639
-309
-2% -$19.1K 0.28% 38
2023
Q2 		$746K Sell
12,948
-290
-2% -$17.5K 0.27% 80
2023
Q1 		$782K Sell
13,238
-400
-3% -$24.6K 0.33% 71
2022
Q4 		$847K Buy
+13,638
New +$778K 0.39% 36

Other funds holding TTE

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
HGP
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $224M AUM 19.18% 1-Year Est. Return

True Wealth Design's TTE Position: Q3 2026 in Review

True Wealth Design increased its TotalEnergies (TTE) stake by 31% in Q3 2026, buying an estimated $6.66K and bringing the position to 322 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #717.

True Wealth Design first reported a position in TTE in Q4 2022 and has held it in 16 quarters since. The position peaked at $847K in Q4 2022. 123 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

  • True Wealth Design held 322 shares of TotalEnergies worth $27.5K as of Q3 2026.
  • True Wealth Design bought 77 TotalEnergies shares in Q3 2026, an estimated $6.66K.
  • TotalEnergies made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #717 holding.
  • True Wealth Design first reported a position in TotalEnergies in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's TotalEnergies position peaked at $847K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.