James T. Borello RIA
TTE icon

James T. Borello RIA’s TotalEnergies TTE Stock Holding History

James T. Borello RIA’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
2026
Q3 		$605K Sell
7,081
-357
-5% -$30.9K 0.13% 62
2026
Q2 		$578K Buy
7,438
+840
+13% +$74.3K 0.12% 61
2026
Q1 		$600K Buy
6,598
+430
+7% +$32.9K 0.15% 58
2025
Q4 		$404K Buy
6,168
+17
+0.3% +$1.08K 0.1% 68
2025
Q3 		$367K Hold
6,151
– – 0.1% 66
2025
Q2 		$378K Hold
6,151
– – 0.11% 64
2025
Q1 		$398K Hold
6,151
– – 0.13% 59
2024
Q4 		$335K Hold
6,151
– – 0.13% 60
2024
Q3 		$397K Hold
6,151
– – 0.16% 53
2024
Q2 		$410K Hold
6,151
– – 0.18% 48
2024
Q1 		$423K Buy
+6,151
New +$403K 0.19% 44

Other funds holding TTE

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Haven Global Partners
Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

James T. Borello RIA's TTE Position: Q3 2026 in Review

James T. Borello RIA reduced its TotalEnergies (TTE) stake by 4.8% in Q3 2026, selling an estimated $30.9K and leaving 7,081 shares worth $605K. The position accounts for 0.13% of the portfolio, ranked #62.

James T. Borello RIA first reported a position in TTE in Q1 2024 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold TTE as of Q3 2026.

  • James T. Borello RIA held 7,081 shares of TotalEnergies worth $605K as of Q3 2026.
  • James T. Borello RIA sold 357 TotalEnergies shares in Q3 2026, an estimated $30.9K.
  • TotalEnergies made up 0.13% of James T. Borello RIA's portfolio in Q3 2026, its #62 holding.
  • James T. Borello RIA first reported a position in TotalEnergies in Q1 2024 and has held it in 11 quarters since.
  • 196 funds tracked by Wall St. Rank held TotalEnergies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.