BFM
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Boston Financial Management’s TotalEnergies TTE Stock Holding History

Boston Financial Management’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
2024
Q4 		$2.69M Buy
49,361
+250
+0.5% +$15.2K 0.08% 126
2024
Q3 		$3.17M Sell
49,111
-213
-0.4% -$14.5K 0.09% 121
2024
Q2 		$3.29M Buy
49,324
+771
+2% +$54.8K 0.1% 117
2024
Q1 		$3.34M Sell
48,553
-501
-1% -$32.9K 0.11% 114
2023
Q4 		$3.31M Sell
49,054
-189
-0.4% -$12.6K 0.11% 113
2023
Q3 		$3.24M Buy
49,243
+65
+0.1% +$4.02K 0.12% 111
2023
Q2 		$2.83M Sell
49,178
-431
-0.9% -$26.1K 0.1% 121
2023
Q1 		$2.93M Sell
49,609
-767
-2% -$47.2K 0.11% 118
2022
Q4 		$3.13M Buy
50,376
+6,186
+14% +$353K 0.13% 111
2022
Q3 		$2.06M Buy
+44,190
New +$2.22M 0.09% 123
2016
Q3 		– Sell
-4,278
Closed -$206K – 266
2016
Q2 		$206K Sell
4,278
-975
-19% -$46.7K 0.02% 237
2016
Q1 		$239K Sell
5,253
-16,751
-76% -$738K 0.04% 164
2015
Q4 		$989K Sell
22,004
-4,752
-18% -$230K 0.14% 124
2015
Q3 		$1.2M Sell
26,756
-3,030
-10% -$143K 0.17% 126
2015
Q2 		$1.47M Sell
29,786
-5,093
-15% -$264K 0.19% 127
2015
Q1 		$1.73M Sell
34,879
-7,364
-17% -$378K 0.22% 116
2014
Q4 		$2.16M Sell
42,243
-1,807
-4% -$102K 0.27% 104
2014
Q3 		$2.84M Buy
44,050
+1,074
+2% +$71.2K 0.37% 84
2014
Q2 		$3.1M Buy
42,976
+3,060
+8% +$214K 0.41% 77
2014
Q1 		$2.62M Buy
39,916
+4,250
+12% +$261K 0.35% 82
2013
Q4 		$2.19M Sell
35,666
-740
-2% -$44.1K 0.3% 96
2013
Q3 		$2.11M Sell
36,406
-640
-2% -$34.6K 0.32% 89
2013
Q2 		$1.8M Buy
+37,046
New +$1.83M 0.28% 96

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Financial Management's TTE Position: Q4 2024 in Review

Boston Financial Management increased its TotalEnergies (TTE) stake by 0.51% in Q4 2024, buying an estimated $15.2K and bringing the position to 49,361 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #126.

Boston Financial Management first reported a position in TTE in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.34M in Q1 2024. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • Boston Financial Management held 49,361 shares of TotalEnergies worth $2.69M as of Q4 2024.
  • Boston Financial Management bought 250 TotalEnergies shares in Q4 2024, an estimated $15.2K.
  • TotalEnergies made up 0.08% of Boston Financial Management's portfolio in Q4 2024, its #126 holding.
  • Boston Financial Management first reported a position in TotalEnergies in Q2 2013 and has held it in 23 quarters since.
  • Boston Financial Management's TotalEnergies position peaked at $3.34M in Q1 2024.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.