Boit C.F. David’s TotalEnergies TTE Stock Holding History

Boit C.F. David’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	-480	Closed	-$31.1K	–	128
2025 Q1	$31.1K	Hold	480	–	–	0.02%	115
2024 Q4	$26.2K	Hold	480	–	–	0.01%	116
2024 Q3	$32.3K	Buy	+480	New	+$32.6K	0.02%	116
2024 Q1	–	Sell	-480	Closed	-$32.5K	–	126
2023 Q4	$32.5K	Hold	480	–	–	0.02%	118
2023 Q3	$31K	Hold	480	–	–	0.02%	96
2023 Q2	$27.7K	Hold	480	–	–	0.02%	100
2023 Q1	$30.6K	Hold	480	–	–	0.02%	99
2022 Q4	$29.8K	Hold	480	–	–	0.02%	96
2022 Q3	$22K	Buy	+480	New	+$24.1K	0.02%	100
2022 Q1	$24K	Hold	480	–	–	0.02%	104
2021 Q4	$24K	Hold	480	–	–	0.02%	109
2021 Q3	$23K	Hold	480	–	–	0.02%	111
2021 Q2	$22K	Buy	+480	New	+$22.5K	0.02%	97

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Boit C.F. David's TTE Position: Q2 2025 in Review

Boit C.F. David sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 480 shares — an estimated $31.1K sold.

Boit C.F. David first reported a position in TTE in Q2 2021 and held it in 13 quarters. The position peaked at $32.5K in Q4 2023. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

Boit C.F. David reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
Boit C.F. David sold 480 TotalEnergies shares in Q2 2025, an estimated $31.1K.
Boit C.F. David first reported a position in TotalEnergies in Q2 2021 and held it in 13 quarters.
Boit C.F. David's TotalEnergies position peaked at $32.5K in Q4 2023.
799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Boit C.F. David's 13F filing for Q2 2025, filed 30 Jul 2025.