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TotalEnergies SE (NYSE: TTE) is a global energy company engaged in oil, natural gas, renewables, and electricity. It operates across the full value chain from exploration and production to refining, distribution, and low-carbon power. The stock recently traded around $61/share, giving the company a market value of about $134 billion.
Long known for its oil and gas dominance, the company has increasingly positioned itself as a global player in renewables, aiming to balance fossil fuel profits with the energy transition. After slipping about 8% over the past year as weaker oil prices pressured results, TotalEnergies remains a cornerstone holding for many institutional investors.
Its scale, cash flow strength, and dividend yield near 6% make it both a traditional energy play and a transition story.
Who Are TotalEnergies’ Top Shareholders?
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TotalEnergies is primarily owned by large global asset managers and institutions, with one major move standing out in the past year.
- Amundi Asset Management: 234.6M shares (10.3%), ~$14.4B. Added 192M (+453%).
- BlackRock: 146.3M shares (6.4%), ~$9.0B. Cut 10.5M (-6.7%).
- Total Employees: 115.7M shares (5.1%), ~$7.1B. Reduced 68.9M (-37%).
- Vanguard: 67.9M shares (3.0%), ~$4.2B. Added 584K (+0.9%).
- GQG Partners: 39.1M shares (1.7%), ~$2.4B. Added 182K (+0.5%).
- Norges Bank: 34.0M shares (1.5%), ~$2.1B. Cut 10.0M (-22.8%).
One highlight from last quarter is Jeremy Grantham’s fund (GMO), which lifted its TTE stake by more than 51%. The fund now owns about 102K shares worth $6.3 million, a sharp increase that looks like a sign of greater conviction in the stock.
Another notable move came from Anand Parekh’s Alyeska Investment Group, which boosted its holdings by 34% to roughly 1.67 million shares valued at $102 million. This step-up may suggest Alyeska sees opportunity in TTE’s current setup.
Meanwhile, Sequoia Financial Advisors increased its position by 33% to about 22K shares worth $1.4 million. While smaller in dollar terms, it still reflects growing interest from advisory firms.
Amundi’s massive increase has made it the clear leader among TTE’s shareholders, while reductions from BlackRock, Norges Bank, and employees show a more cautious approach from others. Hedge funds like GMO and Alyeska adding exposure suggests selective confidence in TTE’s strong dividend and its push to balance oil profits with renewable growth.
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TotalEnergies’ Recent Insider Trades
Insider trading can sometimes offer clues about how executives feel about their company’s stock. For TotalEnergies, recent activity leaned more toward selling.
Here are some recent insider sales:
- Namita Shah (Exec. Committee): Sold ~3,000 shares at ~$146.
- Jean-Pierre Sbraire (CFO): Sold ~3,000 shares at ~$146.
- Stephane Michel (Exec. Committee): Sold ~2,900 shares at ~$146.
- Bernard Pinatel (Exec. Committee): Sold ~1,300 shares at ~$146.
There were also some smaller purchases near $61, but overall it looks more like trimming than building positions.
These trades may be tied to compensation or diversification, but the lack of meaningful insider buying suggests leadership is not rushing to add more personal exposure.
Investors could take this as a sign that management is steady but not overly aggressive at current valuations.
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What the Ownership & Insider Trade Data Tell Us
TotalEnergies’ ownership is anchored by institutional giants like Amundi, BlackRock, and Vanguard, which keeps the stock widely held in global portfolios. Amundi’s huge increase stands out as a show of confidence, while reductions from others highlight caution.
On the insider side, trades look tilted toward selling, with no major insider buys to offset that. This may indicate management is comfortable with their existing stakes but not seeing today’s price as a clear bargain.
For investors, the picture looks mixed. TotalEnergies remains attractive as a dividend play with solid balance sheet strength, but both institutions and insiders appear selective about adding more exposure until there is greater clarity on earnings growth and the energy transition path.
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