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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

TTE holding history

TotalEnergies SE in every 13F filed by Portside Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TTE overviewAll 13F holders of TTEFull Q2 2026 holdings

Shares (Q2 2026)
8,243
Value
$641.0K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of TTE by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,243$641.0K0.1%+1,864+29.2%AddedHolders
Q1 20266,379$580.4K0.1%+244+4.0%AddedHolders
Q4 20256,135$401.4K0.1%+1,942+46.3%AddedHolders
Q3 20254,193$250.3K<0.1%+348+9.1%AddedHolders
Q2 20253,845$236.0K<0.1%+548+16.6%AddedHolders
Q1 20253,297$213.3K<0.1%+3,297NewHolders