Tompkins Financial’s TotalEnergies TTE Stock Holding History

Tompkins Financial’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
2024 Q4	–	Sell	-122	Closed	-$7.88K	–	592
2024 Q3	$7.88K	Buy	+122	New	+$8.29K	﹤0.01%	490
2020 Q1	–	Sell	-100	Closed	-$6K	–	448
2019 Q4	$6K	Buy	+100	New	+$5.29K	﹤0.01%	363
2019 Q2	–	Sell	-200	Closed	-$11K	–	400
2019 Q1	$11K	Hold	200	–	–	﹤0.01%	348
2018 Q4	$10K	Hold	200	–	–	﹤0.01%	341
2018 Q3	$13K	Hold	200	–	–	﹤0.01%	345
2018 Q2	$12K	Hold	200	–	–	﹤0.01%	361
2018 Q1	$12K	Hold	200	–	–	﹤0.01%	353
2017 Q4	$11K	Hold	200	–	–	﹤0.01%	322
2017 Q3	$11K	Hold	200	–	–	﹤0.01%	330
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	313
2017 Q1	$10K	Sell	200 -31	-13%	-$1.57K	﹤0.01%	310
2016 Q4	$12K	Hold	231	–	–	﹤0.01%	310
2016 Q3	$11K	Sell	231 -1,726	-88%	-$82.5K	﹤0.01%	315
2016 Q2	$94K	Hold	1,957	–	–	0.03%	195
2016 Q1	$89K	Hold	1,957	–	–	0.03%	195
2015 Q4	$88K	Buy	1,957 +62	+3%	+$3K	0.03%	213
2015 Q3	$85K	Hold	1,895	–	–	0.03%	200
2015 Q2	$93K	Hold	1,895	–	–	0.03%	203
2015 Q1	$94K	Hold	1,895	–	–	0.02%	216
2014 Q4	$97K	Hold	1,895	–	–	0.02%	199
2014 Q3	$122K	Sell	1,895 -50	-3%	-$3.31K	0.03%	179
2014 Q2	$140K	Buy	+1,945	New	+$136K	0.03%	181
2013 Q4	–	Sell	-83	Closed	-$5K	–	550
2013 Q3	$5K	Buy	+83	New	+$4.49K	﹤0.01%	427

Other funds holding TTE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tompkins Financial's TTE Position: Q4 2024 in Review

Tompkins Financial sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 122 shares — an estimated $7.88K sold.

Tompkins Financial first reported a position in TTE in Q3 2013 and held it in 23 quarters. The position peaked at $140K in Q2 2014. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

Tompkins Financial reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
Tompkins Financial sold 122 TotalEnergies shares in Q4 2024, an estimated $7.88K.
Tompkins Financial first reported a position in TotalEnergies in Q3 2013 and held it in 23 quarters.
Tompkins Financial's TotalEnergies position peaked at $140K in Q2 2014.
797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.