Whipplewood Advisors’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
$15.2K Sell
196
-606
-76% -$53.6K 0.01% 217
2026
Q1
$73K Buy
+802
New +$61.3K 0.04% 222
2025
Q3
Sell
-1,428
Closed -$87.7K 1095
2025
Q2
$87.7K Buy
1,428
+1,413
+9,420% +$83.9K 0.05% 251
2025
Q1
$96K Sell
15
-1,412
-99% -$85.2K 0.06% 225
2024
Q4
$77.8K Buy
+1,427
New +$86.8K 0.04% 253

Other funds holding TTE

Whipplewood Advisors's TTE Position: Q2 2026 in Review

Whipplewood Advisors reduced its TotalEnergies (TTE) stake by 76% in Q2 2026, selling an estimated $53.6K and leaving 196 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #217.

Whipplewood Advisors first reported a position in TTE in Q4 2024 and has held it in 5 quarters since. The position peaked at $96K in Q1 2025. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Whipplewood Advisors held 196 shares of TotalEnergies worth $15.2K as of Q2 2026.
  • Whipplewood Advisors sold 606 TotalEnergies shares in Q2 2026, an estimated $53.6K.
  • TotalEnergies made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #217 holding.
  • Whipplewood Advisors first reported a position in TotalEnergies in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's TotalEnergies position peaked at $96K in Q1 2025.
  • 1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.