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Annex Advisory Services’s TotalEnergies TTE Stock Holding History

Annex Advisory Services’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,762
Closed -$243K – 337
2025
Q1 		$243K Sell
3,762
-71,975
-95% -$4.34M 0.01% 268
2024
Q4 		$4.13M Buy
75,737
+2,338
+3% +$142K 0.12% 92
2024
Q3 		$4.74M Buy
73,399
+478
+0.7% +$32.5K 0.15% 87
2024
Q2 		$4.86M Buy
72,921
+23,143
+46% +$1.65M 0.17% 81
2024
Q1 		$3.43M Sell
49,778
-2,067
-4% -$136K 0.12% 92
2023
Q4 		$3.49M Sell
51,845
-3,726
-7% -$248K 0.15% 92
2023
Q3 		$3.65M Buy
55,571
+739
+1% +$45.7K 0.22% 75
2023
Q2 		$3.16M Buy
+54,832
New +$3.32M 0.18% 79
2019
Q3 		– Sell
-29,619
Closed -$1.65M – 129
2019
Q2 		$1.65M Buy
29,619
+523
+2% +$28.6K 0.23% 51
2019
Q1 		$1.62M Buy
29,096
+1,532
+6% +$85.2K 0.24% 49
2018
Q4 		$1.44M Buy
27,564
+2,448
+10% +$140K 0.23% 58
2018
Q3 		$1.62M Buy
25,116
+2,507
+11% +$157K 0.25% 54
2018
Q2 		$1.37M Buy
22,609
+1,938
+9% +$119K 0.23% 57
2018
Q1 		$1.19M Buy
20,671
+2,942
+17% +$169K 0.22% 60
2017
Q4 		$980K Buy
+17,729
New +$979K 0.19% 61

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Annex Advisory Services's TTE Position: Q2 2025 in Review

Annex Advisory Services sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 3,762 shares — an estimated $243K sold.

Annex Advisory Services first reported a position in TTE in Q4 2017 and held it in 15 quarters. The position peaked at $4.86M in Q2 2024. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Annex Advisory Services reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
  • Annex Advisory Services sold 3,762 TotalEnergies shares in Q2 2025, an estimated $243K.
  • Annex Advisory Services first reported a position in TotalEnergies in Q4 2017 and held it in 15 quarters.
  • Annex Advisory Services's TotalEnergies position peaked at $4.86M in Q2 2024.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Annex Advisory Services's 13F filing for Q2 2025, filed 11 Jul 2025.