Wealth Enhancement Advisory Services
TTE icon

Wealth Enhancement Advisory Services’s TotalEnergies TTE Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.21M Buy
66,428
+976
+1% +$86.3K 0.01% 982
2026
Q1 		$6.05M Sell
65,452
-34,438
-34% -$2.63M 0.01% 806
2025
Q4 		$6.35M Buy
99,890
+3,708
+4% +$234K 0.01% 907
2025
Q3 		$5.71M Buy
96,182
+6,215
+7% +$383K 0.01% 886
2025
Q2 		$5.64M Buy
89,967
+18,111
+25% +$1.07M 0.01% 851
2025
Q1 		$4.65M Buy
71,856
+18,446
+35% +$1.11M 0.01% 863
2024
Q4 		$2.91M Buy
53,410
+832
+2% +$50.6K 0.01% 1007
2024
Q3 		$3.4M Buy
52,578
+21,172
+67% +$1.44M 0.01% 849
2024
Q2 		$2.09M Buy
31,406
+4,504
+17% +$320K 0.01% 964
2024
Q1 		$1.85M Sell
26,902
-2,546
-9% -$167K ﹤0.01% 973
2023
Q4 		$1.98M Sell
29,448
-5,962
-17% -$397K 0.01% 903
2023
Q3 		$2.33M Buy
+35,410
New +$2.19M 0.01% 811

Other funds holding TTE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's TTE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its TotalEnergies (TTE) stake by 1.5% in Q2 2026, buying an estimated $86.3K and bringing the position to 66,428 shares worth $5.21M. The position accounts for 0.01% of the portfolio, ranked #982.

Wealth Enhancement Advisory Services first reported a position in TTE in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.35M in Q4 2025. 166 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 66,428 shares of TotalEnergies worth $5.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 976 TotalEnergies shares in Q2 2026, an estimated $86.3K.
  • TotalEnergies made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #982 holding.
  • Wealth Enhancement Advisory Services first reported a position in TotalEnergies in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's TotalEnergies position peaked at $6.35M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.