Northeast Financial Consultants’s TotalEnergies TTE Stock Holding History

Northeast Financial Consultants’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	-4,675	Closed	-$255K	–	292
2024 Q4	$255K	Hold	4,675	–	–	0.01%	253
2024 Q3	$302K	Hold	4,675	–	–	0.01%	234
2024 Q2	$312K	Hold	4,675	–	–	0.01%	229
2024 Q1	$322K	Hold	4,675	–	–	0.02%	233
2023 Q4	$315K	Hold	4,675	–	–	0.02%	229
2023 Q3	$307K	Hold	4,675	–	–	0.02%	224
2023 Q2	$269K	Buy	4,675 +1,228	+36%	+$74.3K	0.02%	240
2023 Q1	$204K	Sell	3,447 -1,523	-31%	-$93.7K	0.01%	297
2022 Q4	$309K	Hold	4,970	–	–	0.02%	237
2022 Q3	$231K	Buy	+4,970	New	+$250K	0.02%	294
2014 Q1	–	Sell	-3,400	Closed	-$208K	–	124
2013 Q4	$208K	Buy	+3,400	New	+$202K	0.14%	92

Other funds holding TTE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northeast Financial Consultants's TTE Position: Q1 2025 in Review

Northeast Financial Consultants sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 4,675 shares — an estimated $255K sold.

Northeast Financial Consultants first reported a position in TTE in Q4 2013 and held it in 11 quarters. The position peaked at $322K in Q1 2024. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

Northeast Financial Consultants reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
Northeast Financial Consultants sold 4,675 TotalEnergies shares in Q1 2025, an estimated $255K.
Northeast Financial Consultants first reported a position in TotalEnergies in Q4 2013 and held it in 11 quarters.
Northeast Financial Consultants's TotalEnergies position peaked at $322K in Q1 2024.
825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Northeast Financial Consultants's 13F filing for Q1 2025, filed 16 May 2025.