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Carolinas Wealth Consulting’s TotalEnergies TTE Stock Holding History

Carolinas Wealth Consulting’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
-181
Closed -$11.7K – 866
2025
Q1 		$11.7K Buy
181
+8
+5% +$483 ﹤0.01% 511
2024
Q4 		$9.54K Buy
173
+56
+48% +$3.4K ﹤0.01% 554
2024
Q3 		$7.61K Hold
117
– – ﹤0.01% 599
2024
Q2 		$7.75K Buy
117
+27
+30% +$1.92K ﹤0.01% 595
2024
Q1 		$6.21K Buy
+90
New +$5.9K ﹤0.01% 619
2023
Q4 		– Sell
-64
Closed -$4.26K – 1058
2023
Q3 		$4.26K Hold
64
– – ﹤0.01% 627
2023
Q2 		$3.75K Sell
64
-25
-28% -$1.51K ﹤0.01% 724
2023
Q1 		$5.32K Sell
89
-4
-4% -$246 ﹤0.01% 677
2022
Q4 		$5.84K Buy
93
+29
+45% +$1.66K ﹤0.01% 673
2022
Q3 		$3K Sell
64
-560
-90% -$28.1K ﹤0.01% 742
2022
Q2 		$33K Buy
624
+21
+3% +$1.12K 0.01% 382
2022
Q1 		$31K Buy
603
+26
+5% +$1.41K 0.01% 423
2021
Q4 		$29K Buy
577
+117
+25% +$5.82K 0.01% 435
2021
Q3 		$22K Hold
460
– – 0.01% 461
2021
Q2 		$21K Buy
460
+245
+114% +$11.5K ﹤0.01% 497
2021
Q1 		$10K Buy
+215
New +$9.8K ﹤0.01% 620
2020
Q4 		– Sell
-207
Closed -$7K – 1030
2020
Q3 		$7K Sell
207
-42
-17% -$1.6K ﹤0.01% 531
2020
Q2 		$10K Buy
+249
New +$9.22K ﹤0.01% 344

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

Carolinas Wealth Consulting's TTE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 181 shares — an estimated $11.7K sold.

Carolinas Wealth Consulting first reported a position in TTE in Q2 2020 and held it in 18 quarters. The position peaked at $33K in Q2 2022. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 181 TotalEnergies shares in Q2 2025, an estimated $11.7K.
  • Carolinas Wealth Consulting first reported a position in TotalEnergies in Q2 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's TotalEnergies position peaked at $33K in Q2 2022.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.