Simon Quick Advisors’s TotalEnergies TTE Stock Holding History

Simon Quick 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 Q2	–	Sell	-3,380	Closed	-$219K	–	625
2025 Q1	$219K	Buy	+3,380	New	+$204K	0.01%	531
2020 Q1	–	Sell	-165	Closed	-$9K	–	701
2019 Q4	$9K	Buy	+165	New	+$8.72K	﹤0.01%	415
2019 Q1	–	Sell	-2,379	Closed	-$124K	–	448
2018 Q4	$124K	Buy	+2,379	New	+$136K	0.05%	100
2017 Q4	–	Sell	-906	Closed	-$48K	–	585
2017 Q3	$48K	Buy	+906	New	+$46.6K	0.02%	276
2017 Q2	–	Sell	-1,200	Closed	-$61K	–	380
2017 Q1	$61K	Buy	+1,200	New	+$60.6K	0.04%	141

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 New York $1.66T AUM 25.57% 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 San Francisco, California $501B AUM 22.01% 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