Bard Financial Services’s TotalEnergies TTE Stock Holding History

Bard Financial 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 Q3	$269K	Hold	4,505	–	–	0.03%	181
2025 Q2	$277K	Hold	4,505	–	–	0.03%	176
2025 Q1	$291K	Sell	4,505 -1,250	-22%	-$75.4K	0.04%	179
2024 Q4	$314K	Hold	5,755	–	–	0.04%	171
2024 Q3	$372K	Hold	5,755	–	–	0.04%	170
2024 Q2	$384K	Hold	5,755	–	–	0.04%	169
2024 Q1	$396K	Hold	5,755	–	–	0.04%	172
2023 Q4	$388K	Hold	5,755	–	–	0.04%	169
2023 Q3	$378K	Hold	5,755	–	–	0.05%	164
2023 Q2	$332K	Sell	5,755 -250	-4%	-$15.1K	0.03%	248
2023 Q1	$355K	Hold	6,005	–	–	0.03%	243
2022 Q4	$373K	Sell	6,005 -500	-8%	-$28.5K	0.03%	230
2022 Q3	$303K	Sell	6,505 -1,000	-13%	-$50.2K	0.03%	235
2022 Q2	$396K	Sell	7,505 -205	-3%	-$10.9K	0.04%	214
2022 Q1	$390K	Sell	7,710 -500	-6%	-$27.1K	0.03%	218
2021 Q4	$406K	Buy	8,210 +1,250	+18%	+$62.2K	0.03%	206
2021 Q3	$334K	Buy	6,960 +1,500	+27%	+$66.5K	0.03%	213
2021 Q2	$247K	Hold	5,460	–	–	0.02%	240
2021 Q1	$254K	Hold	5,460	–	–	0.02%	225
2020 Q4	$229K	Buy	+5,460	New	+$211K	0.02%	237

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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