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WoodTrust Financial’s TotalEnergies TTE Stock Holding History

WoodTrust Financial’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 		$492K Sell
5,750
-303
-5% -$26.2K 0.06% 115
2026
Q2 		$471K Buy
6,053
+303
+5% +$26.8K 0.06% 120
2026
Q1 		$523K Hold
5,750
– – 0.07% 111
2025
Q4 		$376K Hold
5,750
– – 0.04% 140
2025
Q3 		$343K Sell
5,750
-125
-2% -$7.71K 0.04% 138
2025
Q2 		$361K Hold
5,875
– – 0.05% 117
2025
Q1 		$380K Hold
5,875
– – 0.05% 126
2024
Q4 		$320K Hold
5,875
– – 0.05% 140
2024
Q3 		$380K Hold
5,875
– – 0.05% 127
2024
Q2 		$391K Buy
5,875
+525
+10% +$37.3K 0.06% 125
2024
Q1 		$368K Buy
5,350
+500
+10% +$32.8K 0.06% 128
2023
Q4 		$327K Hold
4,850
– – 0.06% 126
2023
Q3 		$319K Hold
4,850
– – 0.06% 121
2023
Q2 		$280K Hold
4,850
– – 0.05% 125
2023
Q1 		$286K Hold
4,850
– – 0.06% 125
2022
Q4 		$301K Hold
4,850
– – 0.06% 121
2022
Q3 		$226K Hold
4,850
– – 0.05% 134
2022
Q2 		$255K Hold
4,850
– – 0.06% 130
2022
Q1 		$245K Hold
4,850
– – 0.05% 135
2021
Q4 		$240K Buy
+4,850
New +$241K 0.05% 128

Other funds holding TTE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

WoodTrust Financial's TTE Position: Q3 2026 in Review

WoodTrust Financial reduced its TotalEnergies (TTE) stake by 5% in Q3 2026, selling an estimated $26.2K and leaving 5,750 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #115.

WoodTrust Financial first reported a position in TTE in Q4 2021 and has held it in 20 quarters since. The position peaked at $523K in Q1 2026. 44 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

  • WoodTrust Financial held 5,750 shares of TotalEnergies worth $492K as of Q3 2026.
  • WoodTrust Financial sold 303 TotalEnergies shares in Q3 2026, an estimated $26.2K.
  • TotalEnergies made up 0.06% of WoodTrust Financial's portfolio in Q3 2026, its #115 holding.
  • WoodTrust Financial first reported a position in TotalEnergies in Q4 2021 and has held it in 20 quarters since.
  • WoodTrust Financial's TotalEnergies position peaked at $523K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.