Wolff Financial Management’s TotalEnergies TTE Stock Holding History

Wolff Financial Management’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	$328K	Hold	4,224	–	–	0.07%	88
2026 Q1	$384K	Hold	4,224	–	–	0.08%	80
2025 Q4	$276K	Hold	4,224	–	–	0.06%	87
2025 Q3	$252K	Sell	4,224 -10	-0.2%	-$616	0.06%	91
2025 Q2	$260K	Buy	4,234 +10	+0.2%	+$593	0.07%	87
2025 Q1	$273K	Hold	4,224	–	–	0.08%	83
2024 Q4	$230K	Hold	4,224	–	–	0.06%	89
2024 Q3	$273K	Hold	4,224	–	–	0.07%	87
2024 Q2	$282K	Hold	4,224	–	–	0.21%	39
2024 Q1	$291K	Hold	4,224	–	–	0.08%	84
2023 Q4	$285K	Hold	4,224	–	–	0.09%	82
2023 Q3	$278K	Hold	4,224	–	–	0.09%	82
2023 Q2	$243K	Hold	4,224	–	–	0.21%	34
2023 Q1	$249K	Hold	4,224	–	–	0.09%	89
2022 Q4	$262K	Buy	+4,224	New	+$241K	0.1%	86
2022 Q3	–	Sell	-4,224	Closed	-$222K	–	101
2022 Q2	$222K	Hold	4,224	–	–	0.1%	96
2022 Q1	$213K	Hold	4,224	–	–	0.08%	101
2021 Q4	$209K	Buy	+4,224	New	+$210K	0.08%	103
2020 Q1	–	Sell	-4,224	Closed	-$234K	–	84
2019 Q4	$234K	Hold	4,224	–	–	0.16%	79
2019 Q3	$220K	Hold	4,224	–	–	0.16%	76
2019 Q2	$236K	Sell	4,224 -3,487	-45%	-$190K	0.18%	72
2019 Q1	$429K	Hold	7,711	–	–	0.36%	52
2018 Q4	$402K	Buy	+7,711	New	+$442K	0.39%	50

Other funds holding TTE

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 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

Wolff Financial Management's TTE Position: Q2 2026 in Review

Wolff Financial Management held its TotalEnergies (TTE) position steady in Q2 2026 at 4,224 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #88.

Wolff Financial Management first reported a position in TTE in Q4 2018 and has held it in 23 quarters since. The position peaked at $429K in Q1 2019. 193 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Wolff Financial Management held 4,224 shares of TotalEnergies worth $328K as of Q2 2026.
Wolff Financial Management left its TotalEnergies share count unchanged in Q2 2026.
TotalEnergies made up 0.07% of Wolff Financial Management's portfolio in Q2 2026, its #88 holding.
Wolff Financial Management first reported a position in TotalEnergies in Q4 2018 and has held it in 23 quarters since.
Wolff Financial Management's TotalEnergies position peaked at $429K in Q1 2019.
193 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.