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Valley Wealth Managers’s TotalEnergies TTE Stock Holding History

Valley Wealth Managers’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
-141
Closed -$9.12K – 374
2025
Q1 		$9.12K Hold
141
– – ﹤0.01% 278
2024
Q4 		$7.68K Hold
141
– – ﹤0.01% 299
2024
Q3 		$9.11K Buy
+141
New +$9.58K ﹤0.01% 296

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
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
Wells Fargo San Francisco, California $530B 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

Valley Wealth Managers's TTE Position: Q2 2025 in Review

Valley Wealth Managers sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 141 shares — an estimated $9.12K sold.

Valley Wealth Managers first reported a position in TTE in Q3 2024 and held it in 3 quarters. The position peaked at $9.12K in Q1 2025. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Valley Wealth Managers reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 141 TotalEnergies shares in Q2 2025, an estimated $9.12K.
  • Valley Wealth Managers first reported a position in TotalEnergies in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's TotalEnergies position peaked at $9.12K in Q1 2025.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.