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Marcum Wealth’s TotalEnergies TTE Stock Holding History

Marcum Wealth’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 		$371K Buy
5,734
+1,413
+33% +$85.2K 0.03% 242
2024
Q4 		$235K Buy
4,321
+355
+9% +$21.6K 0.02% 332
2024
Q3 		$256K Buy
3,966
+27
+0.7% +$1.83K 0.02% 318
2024
Q2 		$263K Sell
3,939
-429
-10% -$30.5K 0.03% 296
2024
Q1 		$301K Sell
4,368
-658
-13% -$43.2K 0.03% 268
2023
Q4 		$339K Sell
5,026
-547
-10% -$36.5K 0.04% 234
2023
Q3 		$366K Sell
5,573
-110
-2% -$6.8K 0.04% 210
2023
Q2 		$328K Sell
5,683
-12
-0.2% -$726 0.04% 230
2023
Q1 		$336K Sell
5,695
-360
-6% -$22.1K 0.04% 227
2022
Q4 		$376K Buy
6,055
+255
+4% +$14.6K 0.05% 208
2022
Q3 		$270K Buy
5,800
+233
+4% +$11.7K 0.04% 253
2022
Q2 		$293K Buy
5,567
+560
+11% +$29.9K 0.04% 237
2022
Q1 		$253K Buy
+5,007
New +$271K 0.03% 276

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

Marcum Wealth's TTE Position: Q1 2025 in Review

Marcum Wealth increased its TotalEnergies (TTE) stake by 33% in Q1 2025, buying an estimated $85.2K and bringing the position to 5,734 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #242.

Marcum Wealth first reported a position in TTE in Q1 2022 and has held it in 13 quarters since. The position peaked at $376K in Q4 2022. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

  • Marcum Wealth held 5,734 shares of TotalEnergies worth $371K as of Q1 2025.
  • Marcum Wealth bought 1,413 TotalEnergies shares in Q1 2025, an estimated $85.2K.
  • TotalEnergies made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #242 holding.
  • Marcum Wealth first reported a position in TotalEnergies in Q1 2022 and has held it in 13 quarters since.
  • Marcum Wealth's TotalEnergies position peaked at $376K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.