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Schechter Investment Advisors’s TotalEnergies TTE Stock Holding History

Schechter Investment Advisors’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 		$1.29M Buy
19,915
+320
+2% +$19.3K 0.11% 188
2024
Q4 		$1.07M Sell
19,595
-3,517
-15% -$214K 0.08% 233
2024
Q3 		$1.49M Buy
23,112
+284
+1% +$19.3K 0.11% 178
2024
Q2 		$1.52M Buy
22,828
+313
+1% +$22.3K 0.11% 169
2024
Q1 		$1.55M Buy
22,515
+1,803
+9% +$118K 0.12% 167
2023
Q4 		$1.4M Sell
20,712
-3,207
-13% -$214K 0.12% 166
2023
Q3 		$1.57M Buy
23,919
+1,146
+5% +$70.9K 0.15% 134
2023
Q2 		$1.31M Buy
22,773
+742
+3% +$44.9K 0.12% 194
2023
Q1 		$1.3M Sell
22,031
-244
-1% -$15K 0.12% 196
2022
Q4 		$1.38M Buy
22,275
+1,966
+10% +$112K 0.13% 203
2022
Q3 		$945K Buy
20,309
+115
+0.6% +$5.78K 0.09% 296
2022
Q2 		$1.06M Buy
20,194
+1,382
+7% +$73.7K 0.1% 269
2022
Q1 		$951K Sell
18,812
-6,975
-27% -$378K 0.09% 323
2021
Q4 		$1.27M Buy
+25,787
New +$1.28M 0.12% 228

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schechter Investment Advisors's TTE Position: Q1 2025 in Review

Schechter Investment Advisors increased its TotalEnergies (TTE) stake by 1.6% in Q1 2025, buying an estimated $19.3K and bringing the position to 19,915 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #188.

Schechter Investment Advisors first reported a position in TTE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.57M in Q3 2023. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

  • Schechter Investment Advisors held 19,915 shares of TotalEnergies worth $1.29M as of Q1 2025.
  • Schechter Investment Advisors bought 320 TotalEnergies shares in Q1 2025, an estimated $19.3K.
  • TotalEnergies made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #188 holding.
  • Schechter Investment Advisors first reported a position in TotalEnergies in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's TotalEnergies position peaked at $1.57M in Q3 2023.
  • 825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.