Icon Wealth Advisors’s TotalEnergies TTE Stock Holding History

Icon 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	-2,530	Closed	-$151K	–	516
2025 Q3	$151K	Buy	2,530 +60	+2%	+$3.7K	0.01%	416
2025 Q2	$152K	Hold	2,470	–	–	0.01%	418
2025 Q1	$160K	Sell	2,470 -135	-5%	-$8.14K	0.01%	395
2024 Q4	$142K	Buy	2,605 +87	+3%	+$5.29K	0.01%	438
2024 Q3	$163K	Sell	2,518 -30	-1%	-$2.04K	0.01%	394
2024 Q2	$173K	Sell	2,548 -1,574	-38%	-$112K	0.02%	356
2024 Q1	$284K	Sell	4,122 -579	-12%	-$38K	0.03%	289
2023 Q4	$317K	Buy	+4,701	New	+$313K	0.03%	260
2022 Q4	$384K	Sell	6,190 -731	-11%	-$41.7K	0.04%	220
2022 Q3	$322K	Buy	+6,921	New	+$348K	0.04%	232

Other funds holding TTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $6.06B AUM 46.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Icon Wealth Advisors sold out of TotalEnergies (TTE) in Q4 2025, closing a stake of 2,530 shares — an estimated $151K sold.

Icon Wealth Advisors first reported a position in TTE in Q3 2022 and held it in 10 quarters. The position peaked at $384K in Q4 2022. 841 funds tracked by Wall St. Rank hold TTE as of Q4 2025.

Icon Wealth Advisors reported no remaining TotalEnergies position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 2,530 TotalEnergies shares in Q4 2025, an estimated $151K.
Icon Wealth Advisors first reported a position in TotalEnergies in Q3 2022 and held it in 10 quarters.
Icon Wealth Advisors's TotalEnergies position peaked at $384K in Q4 2022.
841 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.