&PARTNERS TTE — TOTALENERGIES SE

Ownership history in &PARTNERS  ·  7 quarters on record

AI Ownership Summary

&PARTNERS reported TOTALENERGIES SE (TTE) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows TTE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TTE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in TOTALENERGIES SE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TTE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TTE stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held TTE — position size vs. price
% of Fund (quarterly)    TTE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 130,289 +16,890 +14.9% 0.05% $7.8M 2025-11-14 $64.70
2025 Q2 ADDED — — — 113,399 +6,367 +5.9% 0.05% $7.0M 2025-08-14 $59.89
2025 Q1 ADDED — — — 107,032 +11,774 +12.4% 0.07% $6.9M 2025-05-15 $56.74
2024 Q4 ADDED — — — 95,258 +39,178 +69.9% 0.06% $5.3M 2025-02-14 $58.07
2024 Q3 ADDED — — — 56,080 +34,374 +158.4% 0.07% $3.6M 2024-11-14 $56.31
2024 Q2 ADDED — — — 21,706 +16,539 +320.1% 0.06% $1.4M 2024-07-24 $61.84
2024 Q1 INITIATED — — — 5,167 — — 0.05% $363K 2024-04-11 $66.20

🏢 Other funds also holding TTE

As of 2026 Q1 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 2.33% Stolper Co 3Y 0.73% FNY Investment Advisers, LLC 3Y 7Y 0.62% Argyle Capital Management, LLC 3Y 7Y 0.34% Sawyer & Company, Inc 3Y 7Y 0.08% Medallion Wealth Advisors, LLC 0.05% Asset Planning,Inc 0.04% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.01% CX Institutional 3Y 7Y 0.0% FNY Investment Advisers, LLC 3Y 7Y 0.0%

FAQ About &PARTNERS and TTE

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning TTE?

&PARTNERS reported TTE across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported TTE position in &PARTNERS's portfolio?

The largest reported portfolio weight for TTE was 0.07% in 2025 Q1.

What is the latest reported TTE position on this page?

The most recent filing on this page is 2025 Q3, when &PARTNERS reported 130,289 shares, equal to 0.05% of portfolio, with an estimated market value of $7.8M.

What does the chart on this TTE ownership page compare?

The chart compares &PARTNERS's quarterly TTE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their TTE position?

Based on 13F filing dates vs. subsequent TTE price moves, &PARTNERS correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on TTE relative to SPY over the holding period was -17.2%.

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