AF
TXNM

Allworth Financial’s TXNM Energy Inc TXNM Stock Holding History

Allworth Financial’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
2026
Q1 		$89.3K Buy
1,527
+35
+2% +$2.06K ﹤0.01% 1908
2025
Q4 		$87.8K Buy
1,492
+127
+9% +$7.33K ﹤0.01% 1829
2025
Q3 		$77.2K Sell
1,365
-68
-5% -$3.86K ﹤0.01% 1827
2025
Q2 		$80.7K Buy
1,433
+124
+9% +$6.75K ﹤0.01% 1661
2025
Q1 		$70.3K Buy
1,309
+60
+5% +$3.01K ﹤0.01% 1392
2024
Q4 		$58.9K Buy
1,249
+7
+0.6% +$323 ﹤0.01% 1498
2024
Q3 		$54.4K Buy
1,242
+6
+0.5% +$244 ﹤0.01% 1374
2024
Q2 		$49.2K Buy
1,236
+465
+60% +$17.3K ﹤0.01% 1397
2024
Q1 		$29K Buy
771
+127
+20% +$4.72K ﹤0.01% 1555
2023
Q4 		$26.8K Sell
644
-444
-41% -$19K ﹤0.01% 1481
2023
Q3 		$48.5K Buy
1,088
+406
+60% +$18.1K ﹤0.01% 1129
2023
Q2 		$30.8K Sell
682
-311
-31% -$14.6K ﹤0.01% 1311
2023
Q1 		$48.3K Buy
993
+17
+2% +$834 ﹤0.01% 1086
2022
Q4 		$47.6K Buy
976
+961
+6,407% +$45.7K ﹤0.01% 1024
2022
Q3 		$1K Buy
+15
New +$714 ﹤0.01% 2561

Other funds holding TXNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return