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Congress Wealth Management’s TotalEnergies TTE Stock Holding History

Congress 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 		$2.19M Sell
35,747
-766
-2% -$45.5K 0.02% 537
2025
Q1 		$2.35M Buy
36,513
+11,390
+45% +$687K 0.03% 458
2024
Q4 		$1.38M Buy
25,123
+2,466
+11% +$150K 0.02% 464
2024
Q3 		$1.46M Buy
+22,657
New +$1.54M 0.02% 463

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Congress Wealth Management's TTE Position: Q2 2025 in Review

Congress Wealth Management reduced its TotalEnergies (TTE) stake by 2.1% in Q2 2025, selling an estimated $45.5K and leaving 35,747 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #537.

Congress Wealth Management first reported a position in TTE in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.35M in Q1 2025. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Congress Wealth Management held 35,747 shares of TotalEnergies worth $2.19M as of Q2 2025.
  • Congress Wealth Management sold 766 TotalEnergies shares in Q2 2025, an estimated $45.5K.
  • TotalEnergies made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #537 holding.
  • Congress Wealth Management first reported a position in TotalEnergies in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's TotalEnergies position peaked at $2.35M in Q1 2025.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

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