Pathway Financial Advisers’s TotalEnergies TTE Stock Holding History

Pathway Financial Advisers’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	-425	Closed	-$23.2K	–	391
2024 Q4	$23.2K	Hold	425	–	–	0.01%	293
2024 Q3	$27.5K	Hold	425	–	–	0.01%	226
2024 Q2	$28.3K	Hold	425	–	–	0.01%	267
2024 Q1	$29.3K	Hold	425	–	–	0.01%	271
2023 Q4	$28.6K	Hold	425	–	–	0.01%	271
2023 Q3	$27.9K	Buy	+425	New	+$26.3K	0.01%	264
2023 Q1	$25.1K	Hold	425	–	–	0.01%	285
2022 Q4	$26.4K	Buy	+425	New	+$24.3K	0.01%	298

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

Pathway Financial Advisers's TTE Position: Q1 2025 in Review

Pathway Financial Advisers sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 425 shares — an estimated $23.2K sold.

Pathway Financial Advisers first reported a position in TTE in Q4 2022 and held it in 8 quarters. The position peaked at $29.3K in Q1 2024. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

Pathway Financial Advisers reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 425 TotalEnergies shares in Q1 2025, an estimated $23.2K.
Pathway Financial Advisers first reported a position in TotalEnergies in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's TotalEnergies position peaked at $29.3K in Q1 2024.
825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.