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Steward Financial Group’s TotalEnergies TTE Stock Holding History

Steward 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
2023
Q3 		$48K Buy
790
+151
+24% +$9.34K 0.02% 151
2023
Q2 		$36K Buy
639
+588
+1,153% +$35.6K 0.01% 178
2023
Q1 		$3K Buy
+51
New +$3.14K ﹤0.01% 446
2022
Q3 		– Sell
-51
Closed -$2K – 1223
2022
Q2 		$2K Buy
+51
New +$2.72K ﹤0.01% 615

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Steward Financial Group's TTE Position: Q3 2023 in Review

Steward Financial Group increased its TotalEnergies (TTE) stake by 24% in Q3 2023, buying an estimated $9.34K and bringing the position to 790 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #151.

Steward Financial Group first reported a position in TTE in Q2 2022 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold TTE as of Q3 2023.

  • Steward Financial Group held 790 shares of TotalEnergies worth $48K as of Q3 2023.
  • Steward Financial Group bought 151 TotalEnergies shares in Q3 2023, an estimated $9.34K.
  • TotalEnergies made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #151 holding.
  • Steward Financial Group first reported a position in TotalEnergies in Q2 2022 and has held it in 4 quarters since.
  • 711 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.