TotalEnergies SE's Business Segments and Geographical Distribution

QatarEnergy has been awarded an offshore exploration license in the Republic of Congo. TotalEnergies SE, one of the leading worldwide oil groups, has operations in refining and chemistry, petroleum products distribution, electricity generation, gas production and distribution, and hydrocarbon production. The company's net sales are primarily generated from refining and chemistry, petroleum products distribution, and electricity generation.

TotalEnergies SE, a leading global energy company, has been actively expanding its operations in the United States, focusing on oil, natural gas, and renewable energy. The company, which has a nearly 70-year presence in the U.S., has invested $11 billion since 2022 to accelerate its development in these sectors [1].

In the renewable energy sector, TotalEnergies has a significant footprint in the U.S., with 10 GW of onshore, utility-scale solar, wind, and battery storage projects installed or under construction. The company's affiliate Saft operates five battery production plants and a distribution center in the country. Additionally, TotalEnergies has 1.5 GW of flexible power generation capacity in Texas to offset the intermittency of renewable power production [1].

In the natural gas sector, TotalEnergies is the leading exporter of U.S. LNG, shipping more than 10 million tons annually. The company expects its LNG export capacity to reach 15 Mpta by 2030. TotalEnergies has investments in LNG facilities along the U.S. Gulf Coast and Baja California, including Cameron LNG, Rio Grande LNG, and Energia Costa Azul [1].

Institutional investors have been increasingly showing interest in TotalEnergies. Kayne Anderson Rudnick Investment Management LLC, for instance, increased its stake in TotalEnergies SE Sponsored ADR by 9.3% during the first quarter, holding a total of 369,074 shares valued at approximately $23.88 million [2]. Other hedge funds and institutional investors have also modified their holdings in the company, with Financial Management Professionals Inc. growing its stake by 65.8% in the first quarter [2].

TotalEnergies reported earnings of $1.57 EPS for the last quarter, missing analyst expectations, but generated revenue of $44.68 billion, exceeding estimates. The company recently announced a dividend cut with a yield of 0.7108 and a payout ratio of 53.72%, despite experiencing a 1.0% rise in stock price on the recorded trading day [2].

In conclusion, TotalEnergies SE's expansion in the U.S. reflects its commitment to diversifying its energy portfolio and capitalizing on the growing demand for renewable energy and natural gas. The company's strong institutional investment backing further underscores its potential for growth and profitability.

References:
[1] https://totalenergies.com/united-states
[2] https://www.marketbeat.com/instant-alerts/filing-kayne-anderson-rudnick-investment-management-llc-has-2388-million-stock-position-in-totalenergies-se-sponsored-adr-tte-2025-08-25/