Waverly Advisors’s TotalEnergies TTE Stock Holding History

Waverly Advisors’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	$1.63M	Sell	21,009 -324	-2%	-$28.7K	0.01%	745
2026 Q1	$1.94M	Sell	21,333 -1,225	-5%	-$93.6K	0.01%	652
2025 Q4	$1.48M	Buy	22,558 +2,005	+10%	+$127K	0.01%	649
2025 Q3	$1.23M	Sell	20,553 -1,865	-8%	-$115K	0.01%	596
2025 Q2	$1.38M	Sell	22,418 -2,662	-11%	-$158K	0.02%	554
2025 Q1	$1.62M	Buy	25,080 +14,540	+138%	+$877K	0.02%	520
2024 Q4	$574K	Buy	+10,540	New	+$641K	0.01%	651
2024 Q3	–	Sell	-3,372	Closed	-$225K	–	834
2024 Q2	$225K	Buy	3,372 +39	+1%	+$2.77K	﹤0.01%	737
2024 Q1	$229K	Buy	+3,333	New	+$219K	0.01%	628
2018 Q1	–	Sell	-246	Closed	-$14K	–	346
2017 Q4	$14K	Buy	+246	New	+$13.6K	﹤0.01%	308
2014 Q4	–	Sell	-897	Closed	-$58K	–	662
2014 Q3	$58K	Buy	897 +232	+35%	+$15.4K	0.03%	204
2014 Q2	$48K	Sell	665 -316	-32%	-$22.1K	0.02%	236
2014 Q1	$64K	Buy	981 +72	+8%	+$4.42K	0.03%	197
2013 Q4	$56K	Buy	909 +652	+254%	+$38.8K	0.02%	314
2013 Q3	$15K	Buy	+257	New	+$13.9K	0.01%	398

Other funds holding TTE

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waverly Advisors's TTE Position: Q2 2026 in Review

Waverly Advisors reduced its TotalEnergies (TTE) stake by 1.5% in Q2 2026, selling an estimated $28.7K and leaving 21,009 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #745.

Waverly Advisors first reported a position in TTE in Q3 2013 and has held it in 15 quarters since. The position peaked at $1.94M in Q1 2026. 1,013 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Waverly Advisors held 21,009 shares of TotalEnergies worth $1.63M as of Q2 2026.
Waverly Advisors sold 324 TotalEnergies shares in Q2 2026, an estimated $28.7K.
TotalEnergies made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #745 holding.
Waverly Advisors first reported a position in TotalEnergies in Q3 2013 and has held it in 15 quarters since.
Waverly Advisors's TotalEnergies position peaked at $1.94M in Q1 2026.
1,013 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.