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Heartwood Wealth Advisors’s TotalEnergies TTE Stock Holding History

Heartwood 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
Q4 		– Sell
-2,473
Closed -$148K – 562
2025
Q3 		$148K Buy
+2,473
New +$152K 0.01% 222

Other funds holding TTE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heartwood Wealth Advisors's TTE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of TotalEnergies (TTE) in Q4 2025, closing a stake of 2,473 shares — an estimated $148K sold.

Heartwood Wealth Advisors first reported a position in TTE in Q3 2025 and held it in 1 quarter. The position peaked at $148K in Q3 2025. 842 funds tracked by Wall St. Rank hold TTE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining TotalEnergies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2,473 TotalEnergies shares in Q4 2025, an estimated $148K.
  • Heartwood Wealth Advisors first reported a position in TotalEnergies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's TotalEnergies position peaked at $148K in Q3 2025.
  • 842 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.