GWN Securities’s TotalEnergies TTE Stock Holding History

GWN Securities’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	-4,905	Closed	-$288K	–	767
2024 Q4	$288K	Buy	+4,905	New	+$298K	0.08%	249

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

GWN Securities's TTE Position: Q1 2025 in Review

GWN Securities sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 4,905 shares — an estimated $288K sold.

GWN Securities first reported a position in TTE in Q4 2024 and held it in 1 quarter. The position peaked at $288K in Q4 2024. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

GWN Securities reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 4,905 TotalEnergies shares in Q1 2025, an estimated $288K.
GWN Securities first reported a position in TotalEnergies in Q4 2024 and held it in 1 quarter.
GWN Securities's TotalEnergies position peaked at $288K in Q4 2024.
825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.