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Heritage Family Offices’s TotalEnergies TTE Stock Holding History

Heritage Family Offices’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
Q3 		– Sell
-9,956
Closed -$639K – 206
2025
Q2 		$639K Buy
9,956
+7
+0.1% +$415 0.32% 76
2025
Q1 		$644K Buy
9,949
+758
+8% +$45.7K 0.33% 75
2024
Q4 		$501K Sell
9,191
-660
-7% -$40.1K 0.25% 86
2024
Q3 		$637K Buy
9,851
+5
+0.1% +$340 0.33% 69
2024
Q2 		$657K Buy
+9,846
New +$700K 0.36% 63

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Heritage Family Offices's TTE Position: Q3 2025 in Review

Heritage Family Offices sold out of TotalEnergies (TTE) in Q3 2025, closing a stake of 9,956 shares — an estimated $639K sold.

Heritage Family Offices first reported a position in TTE in Q2 2024 and held it in 5 quarters. The position peaked at $657K in Q2 2024. 783 funds tracked by Wall St. Rank hold TTE as of Q3 2025.

  • Heritage Family Offices reported no remaining TotalEnergies position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 9,956 TotalEnergies shares in Q3 2025, an estimated $639K.
  • Heritage Family Offices first reported a position in TotalEnergies in Q2 2024 and held it in 5 quarters.
  • Heritage Family Offices's TotalEnergies position peaked at $657K in Q2 2024.
  • 783 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.