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Morton Brown Family Wealth’s TotalEnergies TTE Stock Holding History

Morton Brown Family 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
Q3 		– Sell
-67
Closed -$4.11K – 323
2025
Q2 		$4.11K Hold
67
– – ﹤0.01% 249
2025
Q1 		$4.33K Buy
+67
New +$4.04K ﹤0.01% 244
2022
Q4 		– Sell
-148
Closed -$7K – 217
2022
Q3 		$7K Buy
+148
New +$7.43K 0.01% 131

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

Morton Brown Family Wealth's TTE Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of TotalEnergies (TTE) in Q3 2025, closing a stake of 67 shares — an estimated $4.11K sold.

Morton Brown Family Wealth first reported a position in TTE in Q3 2022 and held it in 3 quarters. The position peaked at $7K in Q3 2022. 783 funds tracked by Wall St. Rank hold TTE as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining TotalEnergies position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 67 TotalEnergies shares in Q3 2025, an estimated $4.11K.
  • Morton Brown Family Wealth first reported a position in TotalEnergies in Q3 2022 and held it in 3 quarters.
  • Morton Brown Family Wealth's TotalEnergies position peaked at $7K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.