Atria Wealth Solutions’s TotalEnergies TTE Stock Holding History

Atria Wealth Solutions’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	$299K	Sell	4,840 -106	-2%	-$6.29K	0.01%	1150
2025 Q1	$322K	Sell	4,946 -7,612	-61%	-$459K	﹤0.01%	1432
2024 Q4	$686K	Sell	12,558 -8,079	-39%	-$491K	0.01%	1088
2024 Q3	$1.34M	Sell	20,637 -1,086	-5%	-$73.8K	0.01%	810
2024 Q2	$1.45M	Sell	21,723 -1,307	-6%	-$92.9K	0.02%	744
2024 Q1	$1.6M	Sell	23,030 -3,456	-13%	-$227K	0.02%	706
2023 Q4	$1.79M	Buy	26,486 +3,427	+15%	+$228K	0.02%	642
2023 Q3	$1.52M	Buy	23,059 +709	+3%	+$43.8K	0.02%	654
2023 Q2	$1.29M	Sell	22,350 -75	-0.3%	-$4.54K	0.02%	736
2023 Q1	$1.34M	Buy	22,425 +1,068	+5%	+$65.7K	0.02%	696
2022 Q4	$1.33M	Buy	21,357 +3,905	+22%	+$223K	0.02%	645
2022 Q3	$812K	Sell	17,452 -8,810	-34%	-$443K	0.01%	794
2022 Q2	$1.4M	Buy	26,262 +19,389	+282%	+$1.03M	0.03%	565
2022 Q1	$352K	Buy	+6,873	New	+$372K	0.01%	1245

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Atria Wealth Solutions's TTE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its TotalEnergies (TTE) stake by 2.1% in Q2 2025, selling an estimated $6.29K and leaving 4,840 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1150.

Atria Wealth Solutions first reported a position in TTE in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.79M in Q4 2023. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

Atria Wealth Solutions held 4,840 shares of TotalEnergies worth $299K as of Q2 2025.
Atria Wealth Solutions sold 106 TotalEnergies shares in Q2 2025, an estimated $6.29K.
TotalEnergies made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1150 holding.
Atria Wealth Solutions first reported a position in TotalEnergies in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's TotalEnergies position peaked at $1.79M in Q4 2023.
799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.