AAS
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Avantax Advisory Services’s TotalEnergies TTE Stock Holding History

Avantax 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 		$4.27M Buy
69,544
+3,828
+6% +$227K 0.02% 501
2025
Q1 		$4.25M Buy
65,716
+15,352
+30% +$926K 0.03% 469
2024
Q4 		$2.74M Sell
50,364
-8,251
-14% -$502K 0.02% 585
2024
Q3 		$3.79M Buy
58,615
+1,499
+3% +$102K 0.02% 482
2024
Q2 		$3.81M Buy
57,116
+28,645
+101% +$2.04M 0.03% 447
2024
Q1 		$1.96M Buy
28,471
+1,123
+4% +$73.7K 0.02% 543
2023
Q4 		$1.84M Buy
27,348
+330
+1% +$22K 0.02% 526
2023
Q3 		$1.78M Sell
27,018
-36
-0.1% -$2.23K 0.02% 495
2023
Q2 		$1.56M Sell
27,054
-627
-2% -$37.9K 0.02% 538
2023
Q1 		$1.63M Sell
27,681
-2,125
-7% -$131K 0.02% 501
2022
Q4 		$1.85M Buy
29,806
+457
+2% +$26.1K 0.02% 446
2022
Q3 		$1.36M Sell
29,349
-1,320
-4% -$66.3K 0.02% 471
2022
Q2 		$1.61M Sell
30,669
-986
-3% -$52.6K 0.02% 430
2022
Q1 		$1.6M Buy
31,655
+5,191
+20% +$281K 0.02% 430
2021
Q4 		$1.31M Buy
26,464
+233
+0.9% +$11.6K 0.02% 452
2021
Q3 		$1.26M Buy
26,231
+1,218
+5% +$54K 0.02% 426
2021
Q2 		$1.13M Buy
25,013
+2,256
+10% +$106K 0.02% 447
2021
Q1 		$1.06M Buy
22,757
+3,392
+18% +$155K 0.02% 415
2020
Q4 		$813K Sell
19,365
-8,605
-31% -$332K 0.02% 418
2020
Q3 		$958K Buy
27,970
+8,109
+41% +$309K 0.02% 552
2020
Q2 		$760K Sell
19,861
-2,813
-12% -$104K 0.02% 389
2020
Q1 		$844K Sell
22,674
-12,096
-35% -$544K 0.03% 329
2019
Q4 		$1.93M Buy
34,770
+15,162
+77% +$802K 0.04% 216
2019
Q3 		$1.02M Buy
19,608
+2,921
+18% +$151K 0.04% 208
2019
Q2 		$931K Buy
16,687
+1,255
+8% +$68.5K 0.04% 203
2019
Q1 		$859K Buy
15,432
+3,431
+29% +$191K 0.05% 192
2018
Q4 		$634K Buy
+12,001
New +$688K 0.11% 187

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

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

Avantax Advisory Services increased its TotalEnergies (TTE) stake by 5.8% in Q2 2025, buying an estimated $227K and bringing the position to 69,544 shares worth $4.27M. The position accounts for 0.02% of the portfolio, ranked #501.

Avantax Advisory Services first reported a position in TTE in Q4 2018 and has held it in 27 quarters since. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Avantax Advisory Services held 69,544 shares of TotalEnergies worth $4.27M as of Q2 2025.
  • Avantax Advisory Services bought 3,828 TotalEnergies shares in Q2 2025, an estimated $227K.
  • TotalEnergies made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #501 holding.
  • Avantax Advisory Services first reported a position in TotalEnergies in Q4 2018 and has held it in 27 quarters since.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.