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Financial Advocates Investment Management’s TotalEnergies TTE Stock Holding History

Financial Advocates Investment 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
-6,357
Closed -$411K – 777
2025
Q1 		$411K Sell
6,357
-497
-7% -$30K 0.03% 472
2024
Q4 		$374K Sell
6,854
-5,324
-44% -$324K 0.02% 542
2024
Q3 		$787K Buy
12,178
+34
+0.3% +$2.31K 0.04% 356
2024
Q2 		$810K Sell
12,144
-2,577
-18% -$183K 0.05% 335
2024
Q1 		$1.01M Sell
14,721
-316
-2% -$20.7K 0.06% 308
2023
Q4 		$1.01M Sell
15,037
-195
-1% -$13K 0.07% 287
2023
Q3 		$1M Sell
15,232
-528
-3% -$32.7K 0.07% 269
2023
Q2 		$908K Sell
15,760
-255
-2% -$15.4K 0.06% 285
2023
Q1 		$946K Buy
16,015
+154
+1% +$9.47K 0.07% 303
2022
Q4 		$985K Sell
15,861
-5,900
-27% -$337K 0.07% 292
2022
Q3 		$481K Buy
21,761
+7,128
+49% +$358K 0.04% 427
2022
Q2 		$770K Buy
14,633
+4,724
+48% +$252K 0.06% 310
2022
Q1 		$501K Buy
9,909
+251
+3% +$13.6K 0.03% 438
2021
Q4 		$477K Buy
9,658
+425
+5% +$21.1K 0.03% 498
2021
Q3 		$443K Buy
9,233
+110
+1% +$4.88K 0.03% 499
2021
Q2 		$413K Buy
9,123
+496
+6% +$23.2K 0.03% 525
2021
Q1 		$402K Buy
8,627
+3,445
+66% +$157K 0.03% 535
2020
Q4 		$217K Buy
+5,182
New +$200K 0.01% 662
2019
Q3 		– Sell
-6,789
Closed -$379K – 505
2019
Q2 		$379K Buy
6,789
+413
+6% +$22.5K 0.04% 335
2019
Q1 		$354K Sell
6,376
-631,059
-99% -$6.77M 0.04% 336
2018
Q4 		$363K Sell
637,435
-22,723
-3% -$14.2K 0.05% 303
2018
Q3 		$464K Buy
+660,158
New +$452K 0.05% 296
2018
Q2 		– Sell
-708,628
Closed -$446K – 509
2018
Q1 		$446K Buy
708,628
+3,482
+0.5% +$2.18K 0.06% 277
2017
Q4 		$426K Buy
+705,146
New +$421K 0.06% 280

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 $47.8B 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 $69.6B AUM 42.52% 1-Year Est. Return

Financial Advocates Investment Management's TTE Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 6,357 shares — an estimated $411K sold.

Financial Advocates Investment Management first reported a position in TTE in Q4 2017 and held it in 24 quarters. The position peaked at $1.01M in Q1 2024. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,357 TotalEnergies shares in Q2 2025, an estimated $411K.
  • Financial Advocates Investment Management first reported a position in TotalEnergies in Q4 2017 and held it in 24 quarters.
  • Financial Advocates Investment Management's TotalEnergies position peaked at $1.01M in Q1 2024.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.