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FSC Wealth Advisors’s TotalEnergies TTE Stock Holding History

FSC Wealth Advisors’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
-570
Closed -$36.9K – 233
2025
Q1 		$36.9K Hold
570
– – 0.02% 131
2024
Q4 		$31.1K Sell
570
-13
-2% -$791 0.02% 139
2024
Q3 		$37.7K Hold
583
– – 0.03% 128
2024
Q2 		$38.9K Hold
583
– – 0.03% 116
2024
Q1 		$40.1K Sell
583
-1
-0.2% -$66 0.03% 116
2023
Q4 		$39.4K Sell
584
-667
-53% -$44.5K 0.03% 113
2023
Q3 		$82.3K Buy
+1,251
New +$77.4K 0.09% 50

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

FSC Wealth Advisors's TTE Position: Q2 2025 in Review

FSC Wealth Advisors sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 570 shares — an estimated $36.9K sold.

FSC Wealth Advisors first reported a position in TTE in Q3 2023 and held it in 7 quarters. The position peaked at $82.3K in Q3 2023. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • FSC Wealth Advisors reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 570 TotalEnergies shares in Q2 2025, an estimated $36.9K.
  • FSC Wealth Advisors first reported a position in TotalEnergies in Q3 2023 and held it in 7 quarters.
  • FSC Wealth Advisors's TotalEnergies position peaked at $82.3K in Q3 2023.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.