BP
TXNM

Ballentine Partners’s TXNM Energy Inc TXNM Stock Holding History

Ballentine Partners’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
Q2 		$419K Buy
7,384
+595
+9% +$34.9K 0.01% 638
2026
Q1 		$397K Sell
6,789
-210
-3% -$12.4K 0.01% 611
2025
Q4 		$412K Buy
6,999
+18
+0.3% +$1.04K 0.01% 583
2025
Q3 		$395K Buy
6,981
+86
+1% +$4.88K 0.01% 583
2025
Q2 		$388K Buy
6,895
+143
+2% +$7.79K 0.01% 575
2025
Q1 		$361K Buy
6,752
+2,635
+64% +$132K 0.01% 558
2024
Q4 		$202K Buy
+4,117
New +$190K ﹤0.01% 781
2023
Q2 		– Sell
-4,659
Closed -$227K – 642
2023
Q1 		$227K Buy
+4,659
New +$229K 0.01% 487

Other funds holding TXNM

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners's TXNM Position: Q2 2026 in Review

Ballentine Partners increased its TXNM Energy Inc (TXNM) stake by 8.8% in Q2 2026, buying an estimated $34.9K and bringing the position to 7,384 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #638.

Ballentine Partners first reported a position in TXNM in Q1 2023 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Ballentine Partners held 7,384 shares of TXNM Energy Inc worth $419K as of Q2 2026.
  • Ballentine Partners bought 595 TXNM Energy Inc shares in Q2 2026, an estimated $34.9K.
  • TXNM Energy Inc made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #638 holding.
  • Ballentine Partners first reported a position in TXNM Energy Inc in Q1 2023 and has held it in 8 quarters since.
  • 27 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.