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Lee, Danner & Bass’s TotalEnergies TTE Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-67
Closed -$3.65K – 667
2024
Q4 		$3.65K Buy
+67
New +$4.07K ﹤0.01% 625

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee, Danner & Bass's TTE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 67 shares — an estimated $3.65K sold.

Lee, Danner & Bass first reported a position in TTE in Q4 2024 and held it in 1 quarter. The position peaked at $3.65K in Q4 2024. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 67 TotalEnergies shares in Q1 2025, an estimated $3.65K.
  • Lee, Danner & Bass first reported a position in TotalEnergies in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's TotalEnergies position peaked at $3.65K in Q4 2024.
  • 825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.