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Kathleen S. Wright Associates’s TotalEnergies TTE Stock Holding History

Kathleen S. Wright Associates’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 		$8.06K Hold
135
– – ﹤0.01% 214
2025
Q2 		$8.29K Hold
135
– – ﹤0.01% 222
2025
Q1 		$8.73K Hold
135
– – ﹤0.01% 223
2024
Q4 		$7.36K Hold
135
– – ﹤0.01% 229
2024
Q3 		$8.72K Hold
135
– – ﹤0.01% 255
2024
Q2 		$9K Hold
135
– – ﹤0.01% 199
2024
Q1 		$9.29K Hold
135
– – ﹤0.01% 190
2023
Q4 		$9.1K Buy
+135
New +$9K ﹤0.01% 166

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

Kathleen S. Wright Associates's TTE Position: Q3 2025 in Review

Kathleen S. Wright Associates held its TotalEnergies (TTE) position steady in Q3 2025 at 135 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Kathleen S. Wright Associates first reported a position in TTE in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.29K in Q1 2024. 783 funds tracked by Wall St. Rank hold TTE as of Q3 2025.

  • Kathleen S. Wright Associates held 135 shares of TotalEnergies worth $8.06K as of Q3 2025.
  • Kathleen S. Wright Associates left its TotalEnergies share count unchanged in Q3 2025.
  • TotalEnergies made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #214 holding.
  • Kathleen S. Wright Associates first reported a position in TotalEnergies in Q4 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's TotalEnergies position peaked at $9.29K in Q1 2024.
  • 783 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.