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96Since I have permission to manage the family's liquid assets, some funds have already been transferred to my brokerage account, but much of it is still pending because the banks are reviewing the transactions.
The first purchases I made are $CRWD (+4,51 %)
$SYM (+1,6 %)
$RBOT (+4,25 %)
$TTE (+0,67 %) and $RKLB (+9,59 %)
🛢️💰 Exxon, Chevron, BP, Shell, and TotalEnergies posted a combined $48B in Q2 profit and nearly $90B in cash generation, an all-time high, fueled by elevated oil prices from U.S.-Iran tensions.
$XOM (+1,34 %)
$CVX (+1,11 %)
$BP. (+1,98 %)
$SHEL (+1,01 %)
$TTE (+0,67 %)
I had 15 shares of $JNJ (-0,53 %) , but now I own 10.
I have a lot of confidence in JNJ for stable dividends, but I was up 73% and had set myself a target of taking some profit at 70%.
It feels to get realist profits.
I also have more cash on the sidelines until the end of the month. After three months of vacation with no income, I felt uneasy having no cash available. Now I feel more comfortable again, that’s why I’m investing!
I am looking for more energy stock like $TTE (+0,67 %)
$SHEL (+1,01 %)
$NEE (-0,33 %) . All the AI needs energy !
Are there any energy companies you would recommend?
Cheers,
Daan
The oil price rally triggered by the war in Iran has brought TotalEnergies a veritable windfall and its best quarterly results in nearly three years. Adjusted net income jumped 67 percent year-over-year to $6 billion in the second quarter, the French energy company announced on Thursday. This figure was even higher than the $5.4 billion reported in the first quarter of 2026. Analysts had already anticipated profit growth on this scale. Shareholders are set to benefit: TotalEnergies announced $1.5 billion in share buybacks for the third quarter.
The conflict between the U.S., Israel, and Iran, as well as the de facto closure of the Strait of Hormuz, have tightened global supply and driven prices for crude oil and natural gas to multi-year highs. Between April and June, a barrel (159 liters) of North Sea Brent crude cost an average of about $97—45 percent more than a year earlier. TotalEnergies benefited particularly strongly from the bottlenecks in the Persian Gulf in its Refining and Chemicals division. Here, profit soared by 362 percent to $1.8 billion, driven by strong margins and lucrative trading in the scarce fuels. In the Exploration and Production division, earnings climbed by 64 percent to $3.2 billion. TotalEnergies, however, experienced a setback in its liquefied natural gas (LNG) business: Due to weak demand in Europe, profit in this segment fell by 22 percent to $807 million. (Reuters)
Apart from that, the renewable energy division increased its revenue by just under 19 percent. Profit in this division alone rose by 14 percent.
The dividend was increased by 5.9 percent.
Hey everyone, I'm really looking forward to hearing your thoughts.
My core holdings consist of ETFs, supplemented by individual stocks like Airbus and TotalEnergies, which are intended to counterbalance the overweighting of U.S. and tech stocks in the ETFs.
$TTE (+0,67 %) I bought these before the Iran crisis as stocks offering a reliable dividend and a favorable valuation, based on the investment thesis that they would grow steadily due to the long-term shift toward renewable energy.
$AIR (+0,56 %) I built up this position due to a price pullback and the thesis that Europe is gaining structural importance in the aerospace and defense sectors, driven in part by rising European defense spending and growing strategic independence from the U.S. The position has since grown to about 21% of my portfolio, which I accept as a deliberate concentration risk, as I remain convinced of the thesis.
$NVDA (+4,65 %) And $BTC (+1,73 %) I’m simply keeping this unchanged, as I currently see no reason to adjust it, and the $MSFT (-2 %) warrants are just a bit of fun.
Hey! Two days ago I added an Energy sector to my portfolio, I believe it is a coherent and interesting addition. The sub sectors I imposed to myself are Oil & Gas, Renewable Energy, and Nuclear Energy. 3 companies in this sector (as for all sectors in my portfolio), being TotalEnergies, NextEra Energy and Constellation Energy.
I acquired 444 $TTE (+0,67 %) shares, 435 $NEE (-0,33 %) shares and 140 $CEG (+3,21 %) shares.
I’d appreciate your opinion, what sector do you guys think is missing? I’m also thinking about adding Visa, maybe by replacing State Street Corporation?
(I mixed up C3.ai with Marvell Technology in my first post, it’s now fixed).
The updated allocation is as follows :
Defense | 12.05%
Artificial Intelligence | 18.75%
Semiconductors | 21.03%
Software | 14.88%
Healthcare | 14.58%
Financials | 9.02%
Energy | 9.69%
The energy group TotalEnergies is massively expanding its computing capacities, as the company announced on Wednesday. Together with Dell Technologies and NVIDIA, the company is developing the high-performance computer Pangea 5, which is being built at the CSTJF research center in Pau, France, at a cost of more than 100 million euros.
First up today is a report on $TTE (+0,67 %)
Donald Trump's crusade against wind power continues. According to reports, TotalEnergies will now receive a payment of one billion US dollars if the company withdraws from the expansion of new wind power projects in the USA. In return, the plan is to focus more on investments in oil and gas projects in future.
As a result, the share of renewable energies in the electricity mix in the USA is likely to remain very low by international standards. Wind and solar energy only account for around 17% of electricity generation there. In Germany, this share is already just under 60 percent. At EU level, around 71% of electricity comes from renewable sources such as wind, solar, hydropower and biomass.
TotalEnergies CEO Patrick Pouyanné explained the deal as follows: "TotalEnergies is pleased to sign these settlement agreements with the US Department of the Interior (DOI) and to support the government's energy policy. As the development of offshore wind projects is not in the national interest, we have decided to forego the development of offshore wind farms in the US in exchange for a refund of lease fees." Pouyanné added: "These agreements, under which we will reinvest the refunded lease fees in the construction of the 29 million-ton Rio Grande LNG facility and the further development of our oil and gas activities, will also allow us to support the development of US gas production and exports."
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