Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s TotalEnergies TTE Stock Holding History

Kovitz Investment Group Partners’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
-91,052
Closed -$5.44M – 1253
2025
Q3 		$5.44M Sell
91,052
-10,193
-10% -$628K 0.02% 452
2025
Q2 		$6.22M Buy
101,245
+16,654
+20% +$988K 0.03% 407
2025
Q1 		$5.47M Sell
84,591
-351
-0.4% -$21.2K 0.03% 392
2024
Q4 		$4.63M Buy
84,942
+789
+0.9% +$48K 0.02% 411
2024
Q3 		$5.3M Buy
84,153
+7,273
+9% +$494K 0.04% 334
2024
Q2 		$5.13M Buy
76,880
+739
+1% +$52.5K 0.04% 285
2024
Q1 		$5.24M Sell
76,141
-1,689
-2% -$111K 0.07% 200
2023
Q4 		$5.21M Sell
77,830
-16,758
-18% -$1.12M 0.09% 146
2023
Q3 		$6.22M Sell
94,588
-653
-0.7% -$40.4K 0.11% 109
2023
Q2 		$5.49M Sell
95,241
-34
-0% -$2.06K 0.08% 128
2023
Q1 		$5.63M Buy
95,275
+478
+0.5% +$29.4K 0.1% 132
2022
Q4 		$5.88M Sell
94,797
-932
-1% -$53.2K 0.12% 127
2022
Q3 		$4.45M Sell
95,729
-191
-0.2% -$9.6K 0.1% 154
2022
Q2 		$5.05M Sell
95,920
-912
-0.9% -$48.6K 0.11% 142
2022
Q1 		$4.89M Buy
96,832
+22,589
+30% +$1.22M 0.09% 164
2021
Q4 		$3.11M Sell
74,243
-17,770
-19% -$884K 0.07% 169
2021
Q3 		$4.41M Buy
92,013
+9,339
+11% +$414K 0.09% 163
2021
Q2 		$3.74M Buy
82,674
+6,212
+8% +$291K 0.07% 183
2021
Q1 		$3.56M Buy
76,462
+2,220
+3% +$101K 0.08% 164
2020
Q4 		$3.11M Buy
74,242
+1,282
+2% +$49.5K 0.08% 165
2020
Q3 		$2.5M Sell
72,960
-4,879
-6% -$186K 0.07% 170
2020
Q2 		$2.99M Sell
77,839
-282
-0.4% -$10.4K 0.09% 147
2020
Q1 		$2.91M Buy
78,121
+9,389
+14% +$422K 0.11% 135
2019
Q4 		$3.8M Buy
68,732
+707
+1% +$37.4K 0.11% 134
2019
Q3 		$3.54M Sell
68,025
-351
-0.5% -$18.2K 0.11% 137
2019
Q2 		$3.81M Sell
68,376
-1,250
-2% -$68.2K 0.12% 130
2019
Q1 		$3.88M Sell
69,626
-1,424
-2% -$79.2K 0.12% 127
2018
Q4 		$3.71M Buy
+71,050
New +$4.07M 0.15% 105

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

Kovitz Investment Group Partners's TTE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of TotalEnergies (TTE) in Q4 2025, closing a stake of 91,052 shares — an estimated $5.44M sold.

Kovitz Investment Group Partners first reported a position in TTE in Q4 2018 and held it in 28 quarters. The position peaked at $6.22M in Q3 2023. 842 funds tracked by Wall St. Rank hold TTE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining TotalEnergies position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 91,052 TotalEnergies shares in Q4 2025, an estimated $5.44M.
  • Kovitz Investment Group Partners first reported a position in TotalEnergies in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's TotalEnergies position peaked at $6.22M in Q3 2023.
  • 842 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.