AP
TXNM

Advisors Preferred’s TXNM Energy Inc TXNM Stock Holding History

Advisors Preferred’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
2024
Q1 		– Sell
-62,358
Closed -$2.44M – 289
2023
Q4 		$2.44M Buy
+62,358
New +$2.67M 0.4% 54
2019
Q2 		– Sell
-5,593
Closed -$265K – 302
2019
Q1 		$265K Buy
+5,593
New +$245K 0.08% 86

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Advisors Preferred's TXNM Position: Q1 2024 in Review

Advisors Preferred sold out of TXNM Energy Inc (TXNM) in Q1 2024, closing a stake of 62,358 shares — an estimated $2.44M sold.

Advisors Preferred first reported a position in TXNM in Q1 2019 and held it in 2 quarters. The position peaked at $2.44M in Q4 2023. 276 funds tracked by Wall St. Rank hold TXNM as of Q1 2024.

  • Advisors Preferred reported no remaining TXNM Energy Inc position as of Q1 2024 after selling out during the quarter.
  • Advisors Preferred sold 62,358 TXNM Energy Inc shares in Q1 2024, an estimated $2.44M.
  • Advisors Preferred first reported a position in TXNM Energy Inc in Q1 2019 and held it in 2 quarters.
  • Advisors Preferred's TXNM Energy Inc position peaked at $2.44M in Q4 2023.
  • 276 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.