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HHM Wealth Advisors’s TotalEnergies TTE Stock Holding History

HHM 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
Q3 		– Sell
-256
Closed -$15.7K – 934
2025
Q2 		$15.7K Hold
256
– – ﹤0.01% 544
2025
Q1 		$16.6K Sell
256
-400
-61% -$24.1K ﹤0.01% 523
2024
Q4 		$35.8K Buy
656
+400
+156% +$24.3K ﹤0.01% 409
2024
Q3 		$16.5K Hold
256
– – ﹤0.01% 496
2024
Q2 		$17.1K Hold
256
– – ﹤0.01% 479
2024
Q1 		$17.6K Hold
256
– – ﹤0.01% 435
2023
Q4 		$17.3K Hold
256
– – ﹤0.01% 429
2023
Q3 		$16.8K Sell
256
-113
-31% -$6.99K ﹤0.01% 431
2023
Q2 		$21.3K Sell
369
-39
-10% -$2.36K ﹤0.01% 410
2023
Q1 		$24.1K Buy
+408
New +$25.1K ﹤0.01% 393
2022
Q4 		– Sell
-369
Closed -$17K – 745
2022
Q3 		$17K Sell
369
-66
-15% -$3.32K ﹤0.01% 371
2022
Q2 		$23K Hold
435
– – 0.01% 406
2022
Q1 		$22K Hold
435
– – 0.01% 429
2021
Q4 		$22K Hold
435
– – 0.01% 415
2021
Q3 		$21K Buy
435
+66
+18% +$2.93K 0.01% 396
2021
Q2 		$17K Hold
369
– – ﹤0.01% 422
2021
Q1 		$17K Hold
369
– – 0.01% 398
2020
Q4 		$15K Sell
369
-750
-67% -$28.9K 0.01% 387
2020
Q3 		$38K Sell
1,119
-320
-22% -$12.2K 0.02% 250
2020
Q2 		$55K Sell
1,439
-419
-23% -$15.5K 0.02% 214
2020
Q1 		$69K Buy
+1,858
New +$83.6K 0.03% 171

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

HHM Wealth Advisors's TTE Position: Q3 2025 in Review

HHM Wealth Advisors sold out of TotalEnergies (TTE) in Q3 2025, closing a stake of 256 shares — an estimated $15.7K sold.

HHM Wealth Advisors first reported a position in TTE in Q1 2020 and held it in 21 quarters. The position peaked at $69K in Q1 2020. 783 funds tracked by Wall St. Rank hold TTE as of Q3 2025.

  • HHM Wealth Advisors reported no remaining TotalEnergies position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 256 TotalEnergies shares in Q3 2025, an estimated $15.7K.
  • HHM Wealth Advisors first reported a position in TotalEnergies in Q1 2020 and held it in 21 quarters.
  • HHM Wealth Advisors's TotalEnergies position peaked at $69K in Q1 2020.
  • 783 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.