WAOTB
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Wealth Advisors of Tampa Bay’s TotalEnergies TTE Stock Holding History

Wealth Advisors of Tampa Bay’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
-1,250
Closed -$80.9K – 145
2025
Q1 		$80.9K Sell
1,250
-41,341
-97% -$2.49M 0.03% 110
2024
Q4 		$2.32M Sell
42,591
-32,197
-43% -$1.96M 0.99% 37
2024
Q3 		$4.83M Buy
74,788
+1,373
+2% +$93.3K 2.02% 15
2024
Q2 		$4.9M Buy
73,415
+230
+0.3% +$16.4K 2.28% 10
2024
Q1 		$5.04M Buy
73,185
+2,232
+3% +$146K 2.39% 9
2023
Q4 		$4.78M Sell
70,953
-72,507
-51% -$4.83M 2.4% 11
2023
Q3 		$9.43M Buy
143,460
+62,585
+77% +$3.87M 2.6% 9
2023
Q2 		$4.66M Sell
80,875
-860
-1% -$52K 2.56% 10
2023
Q1 		$4.83M Sell
81,735
-1,146
-1% -$70.5K 2.76% 8
2022
Q4 		$5.15M Buy
82,881
+260
+0.3% +$14.8K 3.19% 5
2022
Q3 		$3.84M Sell
82,621
-77,041
-48% -$3.87M 2.64% 9
2022
Q2 		$8.4M Sell
159,662
-2,274
-1% -$121K 2.6% 8
2022
Q1 		$8.19M Sell
161,936
-500
-0.3% -$27.1K 2.22% 11
2021
Q4 		$8.03M Buy
162,436
+82,700
+104% +$4.12M 1.97% 12
2021
Q3 		$3.82M Buy
79,736
+3,198
+4% +$142K 2.11% 10
2021
Q2 		$3.46M Buy
76,538
+3,157
+4% +$148K 1.93% 15
2021
Q1 		$3.42M Buy
73,381
+4,801
+7% +$219K 2.02% 14
2020
Q4 		$2.87M Buy
68,580
+53,171
+345% +$2.05M 2% 16
2020
Q3 		$529K Buy
+15,409
New +$587K 0.39% 61

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Wealth Advisors of Tampa Bay's TTE Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of TotalEnergies (TTE) in Q2 2025, closing a stake of 1,250 shares — an estimated $80.9K sold.

Wealth Advisors of Tampa Bay first reported a position in TTE in Q3 2020 and held it in 19 quarters. The position peaked at $9.43M in Q3 2023. 799 funds tracked by Wall St. Rank hold TTE as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining TotalEnergies position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 1,250 TotalEnergies shares in Q2 2025, an estimated $80.9K.
  • Wealth Advisors of Tampa Bay first reported a position in TotalEnergies in Q3 2020 and held it in 19 quarters.
  • Wealth Advisors of Tampa Bay's TotalEnergies position peaked at $9.43M in Q3 2023.
  • 799 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.