Global Financial Private Client’s TotalEnergies TTE Stock Holding History

Global Financial Private Client’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	-1,541	Closed	-$99.7K	–	1494
2025 Q1	$99.7K	Hold	1,541	–	–	0.04%	267
2024 Q4	$84K	Hold	1,541	–	–	0.03%	278
2024 Q3	$99.6K	Buy	1,541 +641	+71%	+$43.6K	0.04%	263
2024 Q2	$60K	Hold	900	–	–	0.03%	282
2024 Q1	$62.8K	Hold	900	–	–	0.03%	285
2023 Q4	$60.6K	Hold	900	–	–	0.03%	280
2023 Q3	$58.2K	Hold	900	–	–	0.03%	270
2023 Q2	$52.3K	Sell	900 -100	-10%	-$6.05K	0.03%	283
2023 Q1	$63.1K	Hold	1,000	–	–	0.03%	260
2022 Q4	$62.1K	Buy	1,000 +100	+11%	+$5.71K	0.03%	251
2022 Q3	$44.3K	Hold	900	–	–	0.03%	279
2022 Q2	$47.5K	Hold	900	–	–	0.03%	263
2022 Q1	$47K	Hold	900	–	–	0.02%	269
2021 Q4	$44.5K	Buy	+900	New	+$44.8K	0.02%	277
2020 Q3	–	Sell	-172	Closed	-$6.6K	–	519
2020 Q2	$6.6K	Sell	172 -151	-47%	-$5.59K	0.01%	370
2020 Q1	$12.1K	Sell	323 -228	-41%	-$10.3K	0.01%	340
2019 Q4	$30.5K	Buy	+551	New	+$29.1K	0.03%	298

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Global Financial Private Client's TTE Position: Q2 2025 in Review

Global Financial Private Client sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 1,541 shares — an estimated $99.7K sold.

Global Financial Private Client first reported a position in TTE in Q4 2019 and held it in 17 quarters. The position peaked at $99.7K in Q1 2025. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

Global Financial Private Client reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 1,541 TotalEnergies shares in Q2 2025, an estimated $99.7K.
Global Financial Private Client first reported a position in TotalEnergies in Q4 2019 and held it in 17 quarters.
Global Financial Private Client's TotalEnergies position peaked at $99.7K in Q1 2025.
799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.