TotalEnergies has revised its oil demand outlook, moving the peak forward from 2040 to between 2035 and 2040, according to its annual energy outlook released Monday. The company projects petroleum demand will plateau through the 2030s before declining slowly, with Chief Sustainability Officer Aurélien Hamelle noting that faster EV sales growth could accelerate the decline. TotalEnergies also stated that the Iran conflict could speed up the energy transition.
Why it matters
A major oil producer's accelerated timeline for demand peaking signals shifting market expectations for fossil fuel consumption and investment priorities in the energy sector.
The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in TotalEnergies SE.
Class C Common StockOther SEC-reported transaction (J)
1,646
—
—
Aug 7, 2026
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 50.01%
Short interest
Open short positions reported twice monthly; this is not daily short-sale volume.
Earnings
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
IncreasedDecreased
Owner
Activity
Change
Shares held
Value (thousands)
Reported
Amundi
Sell
-1,276,130 (-0.615%)
206,119,140
$19,649,338
6/30/2026
Vanguard Group Inc
Buy
81,863,403 (New)
81,863,403
$7,804,038
12/31/2025
Vanguard Capital Management Llc
Buy
3,842,467 (6.848%)
59,951,626
$5,715,189
6/30/2026
Capital World Investors
Buy
1,549,684 (3.205%)
49,898,874
$4,756,860
6/30/2026
Capital International Investors
Sell
-5,123,078 (-9.759%)
47,370,538
$4,515,833
6/30/2026
Deutsche Bank Ag\
Buy
652,149 (1.519%)
43,577,836
$4,154,275
6/30/2026
Norges Bank
Buy
11,144,888 (37.905%)
40,546,835
$3,865,330
6/30/2026
Jpmorgan Chase & Co
Buy
4,483,662 (13.582%)
37,495,795
$3,574,474
6/30/2026
Caisse Des Depots Et Consignations
Unchanged
0 (0%)
30,368,297
$2,895,010
6/30/2026
Wellington Management Group Llp
Buy
4,009,420 (17.987%)
26,300,651
$2,507,241
6/30/2026
Goldman Sachs Group Inc
Sell
-1,160,156 (-4.259%)
26,079,768
$2,486,184
6/30/2026
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt
