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Park Square Financial Group’s TotalEnergies TTE Stock Holding History

Park Square Financial Group’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
-52
Closed -$3.19K – 894
2025
Q2 		$3.19K Hold
52
– – ﹤0.01% 811
2025
Q1 		$3.36K Hold
52
– – ﹤0.01% 795
2024
Q4 		$2.83K Buy
+52
New +$3.16K ﹤0.01% 789

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

Park Square Financial Group's TTE Position: Q3 2025 in Review

Park Square Financial Group sold out of TotalEnergies (TTE) in Q3 2025, closing a stake of 52 shares — an estimated $3.19K sold.

Park Square Financial Group first reported a position in TTE in Q4 2024 and held it in 3 quarters. The position peaked at $3.36K in Q1 2025. 783 funds tracked by Wall St. Rank hold TTE as of Q3 2025.

  • Park Square Financial Group reported no remaining TotalEnergies position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 52 TotalEnergies shares in Q3 2025, an estimated $3.19K.
  • Park Square Financial Group first reported a position in TotalEnergies in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's TotalEnergies position peaked at $3.36K in Q1 2025.
  • 783 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.