NewSquare Capital’s TotalEnergies TTE Stock Holding History

NewSquare Capital’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	-495	Closed	-$30.4K	–	1156
2025 Q2	$30.4K	Buy	495 +290	+141%	+$17.2K	﹤0.01%	388
2025 Q1	$13.3K	Buy	205 +83	+68%	+$5.01K	﹤0.01%	472
2024 Q4	$6.65K	Buy	+122	New	+$7.42K	﹤0.01%	326
2024 Q1	–	Sell	-514	Closed	-$34.6K	–	519
2023 Q4	$34.6K	Buy	+514	New	+$34.3K	﹤0.01%	207
2020 Q3	–	Sell	-51	Closed	-$2K	–	406
2020 Q2	$2K	Buy	+51	New	+$1.89K	﹤0.01%	329
2017 Q1	–	Sell	-243	Closed	-$12K	–	339
2016 Q4	$12K	Buy	+243	New	+$11.7K	﹤0.01%	201
2016 Q2	–	Sell	-35	Closed	-$1.68K	–	401
2016 Q1	$2K	Hold	35	–	–	﹤0.01%	386
2015 Q4	$2K	Buy	+35	New	+$1.7K	﹤0.01%	312

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 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 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