BAAM
TXNM

Baker Avenue Asset Management’s TXNM Energy Inc TXNM Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-23
Closed -$1.03K – 1549
2023
Q3 		$1.03K Buy
23
+13
+130% +$581 ﹤0.01% 1267
2023
Q2 		$451 Hold
10
– – ﹤0.01% 1455
2023
Q1 		$487 Hold
10
– – ﹤0.01% 1448
2022
Q4 		$488 Buy
+10
New +$476 ﹤0.01% 1327

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baker Avenue Asset Management's TXNM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of TXNM Energy Inc (TXNM) in Q4 2023, closing a stake of 23 shares — an estimated $1.03K sold.

Baker Avenue Asset Management first reported a position in TXNM in Q4 2022 and held it in 4 quarters. The position peaked at $1.03K in Q3 2023. 299 funds tracked by Wall St. Rank hold TXNM as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining TXNM Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 23 TXNM Energy Inc shares in Q4 2023, an estimated $1.03K.
  • Baker Avenue Asset Management first reported a position in TXNM Energy Inc in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's TXNM Energy Inc position peaked at $1.03K in Q3 2023.
  • 299 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.