Lionshares U.S. Equity Total Return ETF SEC Filings

TotalEnergies SE files a Form 6-K summarizing a wide set of strategic, financial and operational developments. The Board is proposing a fiscal 2025 dividend of 3.40 €/share, a 5.6% increase over 3.22 €/share, with a final 0.85 €/share payment planned, plus an indicative 2026 dividend timetable.

The company reports share repurchases of 590,596 shares for €37,999,901.50 between February 12–13, 2026 and 1,456,551 shares for €94,999,785.60 between February 16–20, 2026. It signed long-term energy agreements including 1 GW of solar PPAs with Google in Texas for 15 years, 3.3 TWh of renewable power for Airbus sites in Germany and the UK, and a letter of intent to offtake 2 Mtpa of LNG for 20 years from the Alaska LNG project. TotalEnergies also expands its exploration portfolio with a 42.5% operated interest in Namibia’s PEL104 license and details numerous initiatives in France in refining, renewables, EV charging and social programs.

Clean Energy Fuels Corp. major holder TotalEnergies updates its stake and selling plans. TotalEnergies SE and its subsidiary TotalEnergies Marketing Services SAS report beneficial ownership of 51,788,569 shares of Clean Energy Fuels common stock, representing 23.6% of the class based on 219,430,950 shares outstanding as of February 17, 2026.

The stake includes 42,581,801 shares owned by the subsidiary and 9,206,768 additional shares subject to a voting agreement with the issuer’s directors and officers, giving shared voting power over those shares, while beneficial ownership of the voting‑agreement shares is expressly disclaimed. As of the close of business on February 25, 2026, these amounts remained unchanged and there were no transactions in the prior 60 days.

On November 24, 2025, the reporting persons entered into a Rule 10b5‑1 Sale Plan with J.P. Morgan Securities LLC. Under this plan, they directed the broker to dispose of up to 6,164,720 shares of Clean Energy Fuels common stock held by the subsidiary, beginning February 27, 2026, subject to applicable U.S. securities laws and Rule 144 limitations.

Clean Energy Fuels Corp. major holder TotalEnergies updates its stake and selling plans. TotalEnergies SE and its subsidiary TotalEnergies Marketing Services SAS report beneficial ownership of 51,788,569 shares of Clean Energy Fuels common stock, representing 23.6% of the class based on 219,430,950 shares outstanding as of February 17, 2026.

The stake includes 42,581,801 shares owned by the subsidiary and 9,206,768 additional shares subject to a voting agreement with the issuer’s directors and officers, giving shared voting power over those shares, while beneficial ownership of the voting‑agreement shares is expressly disclaimed. As of the close of business on February 25, 2026, these amounts remained unchanged and there were no transactions in the prior 60 days.

On November 24, 2025, the reporting persons entered into a Rule 10b5‑1 Sale Plan with J.P. Morgan Securities LLC. Under this plan, they directed the broker to dispose of up to 6,164,720 shares of Clean Energy Fuels common stock held by the subsidiary, beginning February 27, 2026, subject to applicable U.S. securities laws and Rule 144 limitations.

Amundi and Amundi Asset Management report a significant ownership position in TotalEnergies SE shares as of 12/31/2025. They report beneficial ownership of 222,647,121 shares, representing 10.09% of the class. Amundi has shared voting power over 50,639,446 shares and shared dispositive power over all 222,647,121 shares.

For 167,749,945 of these shares, held through a French employee investment vehicle (FCPE) dedicated to TotalEnergies employees, voting rights are exercised by the FCPE’s supervisory board, not by Amundi. The securities are described as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of TotalEnergies.

TotalEnergies reports softer but still strong 2025 results. Full-year sales were $201,196 million, down 6%, while net income attributable to shareholders was $13,127 million, 17% lower than 2024. Adjusted net income reached $15,587 million and adjusted EBITDA $40,555 million, both declining mid‑teens to high single digits.

Despite lower prices, the Company grew production and advanced its transition. Hydrocarbon production averaged 2,529 kboe/d, up 4%, LNG sales rose to 43.9 Mt, and net power generation increased 17% to 48.1 TWh, with renewables capacity reaching 34.1 GW. Cash flow from operations excluding working capital was $27,839 million, net cash flow $10,748 million, and gearing ended at 14.7%. The Company returned cash through $7.5 billion of share buybacks, paid $8,121 million in dividends and maintained double‑digit returns, with ROE at 13.6% and ROACE at 12.6%. It also reported lower environmental footprint, including a 22% cut in methane emissions versus 2024 and estimated Scope 3 Category 11 emissions of 335 Mt CO2e, down 2%.

TotalEnergies SE files a Form 6-K summarizing a series of recent business developments across multiple regions. A key highlight is entering the Block 8 offshore exploration permit in Lebanon, where TotalEnergies holds 35% as operator alongside Eni (35%) and QatarEnergy (30%).

The initial work program on Block 8 is a 1,200 km2 3D seismic survey to further assess exploration potential, following an unsuccessful Qana well on Block 9, while the company reiterates its commitment to Lebanese exploration. Other exhibits cover own-share transactions, a planned oil interest divestment in Nigeria, a petroleum trading venture in Bahrain, extension of Libya’s Waha concessions to 2050, a 10-year 800 GWh renewable power supply contract in France, the full restart of Mozambique LNG, and reinforced long-term cooperation with Galp in Namibia.

TotalEnergies SE filed a Form 6-K to furnish legal and contractual documents for several U.S. dollar–denominated guaranteed notes issued by TotalEnergies Capital USA, LLC. The filing provides the Indenture dated January 13, 2026 covering US$1,500,000,000 4.248% Guaranteed Notes due 2031, US$1,250,000,000 4.569% Guaranteed Notes due 2033, and US$750,000,000 4.857% Guaranteed Notes due 2036. It also includes an officer’s certificate, the forms of global notes for each series, and legal opinions from Matthew Clayton of TotalEnergies SE on the validity of the notes and related guarantee under French and United States law. This Form 6-K is incorporated by reference into the company’s existing Form F-3 shelf registration statement, so these documents become part of the registered debt program.

TotalEnergies Capital USA, LLC, a subsidiary of TotalEnergies SE, is issuing $3,500,000,000 of senior unsecured notes in three tranches guaranteed on an unsecured, unsubordinated basis by TotalEnergies SE. The offering consists of $1,500,000,000 4.248% notes due 2031, $1,250,000,000 4.569% notes due 2033, and $750,000,000 4.857% notes due 2036, all issued at 100% of principal with interest paid semi-annually from January 13, 2026.

The company expects net proceeds of $3,493,925,000, which it intends to use to repay outstanding intercompany indebtedness. The notes are callable at make-whole prices before their respective par call dates and at par thereafter, and may also be redeemed at par upon certain tax events. They will be issued in global form through DTC, Euroclear and Clearstream and will not be listed on any securities exchange, so liquidity will depend on dealer market-making. Investors face risks including structural subordination to creditors of TotalEnergies’ subsidiaries, the presence of existing secured debt ranking ahead of the notes on secured assets, and the possibility that no active trading market develops.

TotalEnergies Capital USA, LLC, an indirect subsidiary of TotalEnergies SE, plans a multi‑tranche offering of unsecured, unsubordinated guaranteed notes, with all payments fully guaranteed by TotalEnergies SE. The notes will pay fixed interest, have staggered maturities, can be redeemed early at make‑whole prices or at par after specified dates, and will be issued in $2,000 minimum denominations in global form through DTC, Euroclear and Clearstream.

The notes will not be listed on a securities exchange and are primarily targeted at professional and institutional investors, with explicit prohibitions on retail distribution in the EEA and UK. TotalEnergies expects to use the net proceeds to repay outstanding intercompany indebtedness. As context, as of September 30, 2025, TotalEnergies reported current financial debt of $14,612 million, non‑current financial debt of $49,552 million and total shareholders’ equity attributable to TotalEnergies of $115,281 million, for total capitalization and non‑current indebtedness of $167,217 million.

Key risks include the holding‑company structure of the guarantor, which leaves noteholders structurally subordinated to creditors of operating subsidiaries, the unsecured nature of the notes relative to existing secured debt, and the possibility of limited secondary market liquidity since the notes are not intended to be listed.

TotalEnergies SE provides an overview of recent corporate developments across exploration, production, renewables and capital markets. The company highlights expanded collaboration with Chevron and new partnership agreements in Malaysia, as well as an agreement in Namibia to enter as operator in the PEL 83 license that includes the Mopane discovery.

TotalEnergies describes the Live Oak e-NG production project in Nebraska, clarifies aspects of Mozambique LNG project financing, and merges its UK Upstream business with NEO NEXT, creating the largest independent oil and gas producer in the UK. It also notes the commencement of trading of its ordinary shares on the NYSE, multiple disclosures of transactions in its own shares, a new renewable power agreement with Google to supply data centers in Malaysia, and the divestment of 50% of a 424 MW renewable portfolio in Greece.