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Avion Wealth’s TXNM Energy Inc TXNM Stock Holding History

Avion Wealth’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
Q3 		$3K Buy
63
+31
+97% +$1.79K ﹤0.01% 983
2026
Q2 		$1K Buy
+32
New +$1.88K ﹤0.01% 1385
2024
Q1 		– Sell
-43
Closed -$2K – 1243
2023
Q4 		$2K Sell
43
-1
-2% -$43 ﹤0.01% 648
2023
Q3 		$1K Buy
+44
New +$1.96K ﹤0.01% 763

Other funds holding TXNM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Avion Wealth's TXNM Position: Q3 2026 in Review

Avion Wealth increased its TXNM Energy Inc (TXNM) stake by 97% in Q3 2026, buying an estimated $1.79K and bringing the position to 63 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Avion Wealth first reported a position in TXNM in Q3 2023 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold TXNM as of Q3 2026.

  • Avion Wealth held 63 shares of TXNM Energy Inc worth $3K as of Q3 2026.
  • Avion Wealth bought 31 TXNM Energy Inc shares in Q3 2026, an estimated $1.79K.
  • TXNM Energy Inc made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #983 holding.
  • Avion Wealth first reported a position in TXNM Energy Inc in Q3 2023 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.