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Concord Wealth Partners’s TotalEnergies TTE Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-49
Closed -$2.67K – 970
2024
Q4 		$2.67K Sell
49
-25
-34% -$1.52K ﹤0.01% 685
2024
Q3 		$4.78K Buy
+74
New +$5.03K ﹤0.01% 640
2022
Q1 		– Sell
-170
Closed -$8K – 1386
2021
Q4 		$8K Sell
170
-6
-3% -$299 ﹤0.01% 844
2021
Q3 		$8K Hold
176
– – ﹤0.01% 513
2021
Q2 		$8K Hold
176
– – ﹤0.01% 670
2021
Q1 		$8K Hold
176
– – ﹤0.01% 610
2020
Q4 		$7K Buy
+176
New +$6.79K 0.01% 393

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Concord Wealth Partners's TTE Position: Q1 2025 in Review

Concord Wealth Partners sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 49 shares — an estimated $2.67K sold.

Concord Wealth Partners first reported a position in TTE in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

  • Concord Wealth Partners reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 49 TotalEnergies shares in Q1 2025, an estimated $2.67K.
  • Concord Wealth Partners first reported a position in TotalEnergies in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's TotalEnergies position peaked at $8K in Q4 2021.
  • 825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.