AWM
TXNM

Accel Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

Accel Wealth Management’s Portfolio TXNM Stock Details TXNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-38
Closed -$1.85K – 909
2023
Q1 		$1.85K Hold
38
– – ﹤0.01% 1111
2022
Q4 		$1.85K Hold
38
– – ﹤0.01% 914
2022
Q3 		$2K Hold
38
– – ﹤0.01% 952
2022
Q2 		$2K Hold
38
– – ﹤0.01% 919
2022
Q1 		$2K Hold
38
– – ﹤0.01% 888
2021
Q4 		$2K Hold
38
– – ﹤0.01% 894
2021
Q3 		$2K Hold
38
– – ﹤0.01% 799
2021
Q2 		$2K Sell
38
-43
-53% -$2.12K ﹤0.01% 874
2021
Q1 		$4K Sell
81
-131
-62% -$6.36K ﹤0.01% 790
2020
Q4 		$10K Buy
+212
New +$10.2K 0.01% 621

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Accel Wealth Management's TXNM Position: Q2 2023 in Review

Accel Wealth Management sold out of TXNM Energy Inc (TXNM) in Q2 2023, closing a stake of 38 shares — an estimated $1.85K sold.

Accel Wealth Management first reported a position in TXNM in Q4 2020 and held it in 10 quarters. The position peaked at $10K in Q4 2020. 286 funds tracked by Wall St. Rank hold TXNM as of Q2 2023.

  • Accel Wealth Management reported no remaining TXNM Energy Inc position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 38 TXNM Energy Inc shares in Q2 2023, an estimated $1.85K.
  • Accel Wealth Management first reported a position in TXNM Energy Inc in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's TXNM Energy Inc position peaked at $10K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.