{"id":41578,"date":"2026-06-25T23:31:21","date_gmt":"2026-06-25T23:31:21","guid":{"rendered":"https:\/\/www.europesays.com\/france\/41578\/"},"modified":"2026-06-25T23:31:21","modified_gmt":"2026-06-25T23:31:21","slug":"totalenergies-tte-benefited-from-volatile-energy-price-movement-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/france\/41578\/","title":{"rendered":"TotalEnergies (TTE) Benefited from Volatile Energy Price Movement"},"content":{"rendered":"\n

Antipodes Partners<\/a>\u00a0published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be\u00a0downloaded here<\/a>. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities dropped 3.2% in USD, with US equities falling 4.6%, and value stocks outperformed growth stocks as the rotation away from mega-cap tech accelerated due to AI fears. The strategy outperformed the benchmark over the quarter and the 12 months to March 31, 2026. Exposure in North America, Korea, Western Europe, and Latin America regions boosted performance, while Canada and the UK lagged. Energy, consumer discretionary, industrials, and healthcare sectors led the performance, while financials, real estate, and materials lagged. To manage risk, the firm increased its holdings in defensive sectors during the quarter. For insights into their key selections for 2026, please review the Strategy’s top five holdings. <\/p>\n

In its first-quarter 2026 investor letter, Antipodes Global Strategy highlighted TotalEnergies SE (NYSE:TTE<\/a>) as a leading contributor. TotalEnergies SE (NYSE:TTE) is a leading energy company that produces and markets oil and biofuels, natural gas, biogas, and low-carbon hydrogen, renewables, and electricity. On June 24, 2026, TotalEnergies SE (NYSE:TTE) closed at $78.69 per share. One-month return of TotalEnergies SE (NYSE:TTE) was -9.73%, and its shares gained 28.58% over the past 52 weeks. TotalEnergies SE (NYSE:TTE) has a market capitalization of $174.94 billion. <\/p>\n

Antipodes Global Strategy stated the following regarding TotalEnergies SE (NYSE:TTE) in its Q1 2026 investor letter: <\/p>\n

“TotalEnergies SE (NYSE:TTE) surged higher towards the end of the Quarter supported by volatile and elevated oil prices, which lifted earnings expectations and cash flow outlook. Heightened geopolitical tensions drove sharp swings in Brent Crude, benefiting integrated energy producers with strong upstream leverage. The rally was reinforced by solid CY25 results and constructive 2026 guidance, including expected production growth, rising LNG volumes and continued expansion in integrated power, which further underpinned investor confidence.” <\/p>\n

\"Canadian<\/a> Canadian Natural Resources Limited (CNQ): A Dividend Stock Backed by Solid Cash Generation <\/p>\n

TotalEnergies SE (NYSE:TTE) is not on our list of\u00a040 Most Popular Stocks Among Hedge Funds Heading Into 2026<\/a>. According to our database, 30 hedge fund portfolios held TotalEnergies SE (NYSE:TTE) at the end of the first quarter, up from 26 in the previous quarter. While we acknowledge the potential of TotalEnergies SE (NYSE:TTE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the <\/a>best short-term AI stock<\/a>. <\/p>\n","protected":false},"excerpt":{"rendered":"Antipodes Partners\u00a0published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and…\n","protected":false},"author":2,"featured_media":41579,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12699],"tags":[28470,28469,5726],"class_list":["post-41578","post","type-post","status-publish","format-standard","has-post-thumbnail","category-totalenergies","tag-antipodes","tag-global-equities","tag-totalenergies"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/posts\/41578","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/comments?post=41578"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/posts\/41578\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/media\/41579"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/media?parent=41578"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/categories?post=41578"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/france\/wp-json\/wp\/v2\/tags?post=41578"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}