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Cassady Schiller Wealth Management’s TotalEnergies TTE Stock Holding History

Cassady Schiller Wealth 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 		$2.34K Hold
43
– – ﹤0.01% 544
2024
Q3 		$2.78K Hold
43
– – ﹤0.01% 381
2024
Q2 		$2.87K Hold
43
– – ﹤0.01% 376
2024
Q1 		$2.96K Buy
+43
New +$2.82K ﹤0.01% 402

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

Cassady Schiller Wealth Management's TTE Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its TotalEnergies (TTE) position steady in Q4 2024 at 43 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Cassady Schiller Wealth Management first reported a position in TTE in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.96K in Q1 2024. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • Cassady Schiller Wealth Management held 43 shares of TotalEnergies worth $2.34K as of Q4 2024.
  • Cassady Schiller Wealth Management left its TotalEnergies share count unchanged in Q4 2024.
  • TotalEnergies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #544 holding.
  • Cassady Schiller Wealth Management first reported a position in TotalEnergies in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's TotalEnergies position peaked at $2.96K in Q1 2024.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.