AWM
TXNM

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

Avior 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
2025
Q1 		– Sell
-258
Closed -$12.7K – 2431
2024
Q4 		$12.7K Buy
+258
New +$11.9K ﹤0.01% 1542
2024
Q3 		– Sell
-2
Closed -$73 – 2419
2024
Q2 		$73 Sell
2
-701
-100% -$26.1K ﹤0.01% 2228
2024
Q1 		$26.5K Buy
+703
New +$26.2K ﹤0.01% 1489

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's TXNM Position: Q1 2025 in Review

Avior Wealth Management sold out of TXNM Energy Inc (TXNM) in Q1 2025, closing a stake of 258 shares — an estimated $12.7K sold.

Avior Wealth Management first reported a position in TXNM in Q1 2024 and held it in 3 quarters. The position peaked at $26.5K in Q1 2024. 323 funds tracked by Wall St. Rank hold TXNM as of Q1 2025.

  • Avior Wealth Management reported no remaining TXNM Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 258 TXNM Energy Inc shares in Q1 2025, an estimated $12.7K.
  • Avior Wealth Management first reported a position in TXNM Energy Inc in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's TXNM Energy Inc position peaked at $26.5K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.