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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

NewSquare Capital's TTE Position: Q3 2025 in Review

NewSquare Capital sold out of TotalEnergies (TTE) in Q3 2025, closing a stake of 495 shares — an estimated $30.4K sold.

NewSquare Capital first reported a position in TTE in Q4 2015 and held it in 8 quarters. The position peaked at $34.6K in Q4 2023. 784 funds tracked by Wall St. Rank hold TTE as of Q3 2025.

NewSquare Capital reported no remaining TotalEnergies position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 495 TotalEnergies shares in Q3 2025, an estimated $30.4K.
NewSquare Capital first reported a position in TotalEnergies in Q4 2015 and held it in 8 quarters.
NewSquare Capital's TotalEnergies position peaked at $34.6K in Q4 2023.
784 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.