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Cherry Tree Wealth Management’s TotalEnergies TTE Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-133
Closed -$8.6K – 750
2025
Q1 		$8.6K Hold
133
– – ﹤0.01% 450
2024
Q4 		$7.25K Hold
133
– – ﹤0.01% 449
2024
Q3 		$8.6K Hold
133
– – ﹤0.01% 436
2024
Q2 		$8.87K Buy
133
+99
+291% +$7.04K ﹤0.01% 409
2024
Q1 		$2.34K Buy
+34
New +$2.23K ﹤0.01% 500

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

Cherry Tree Wealth Management's TTE Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 133 shares — an estimated $8.6K sold.

Cherry Tree Wealth Management first reported a position in TTE in Q1 2024 and held it in 5 quarters. The position peaked at $8.87K in Q2 2024. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 133 TotalEnergies shares in Q2 2025, an estimated $8.6K.
  • Cherry Tree Wealth Management first reported a position in TotalEnergies in Q1 2024 and held it in 5 quarters.
  • Cherry Tree Wealth Management's TotalEnergies position peaked at $8.87K in Q2 2024.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.