BFIM
TXNM

Beese Fulmer Investment Management’s TXNM Energy Inc TXNM Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-504
Closed -$19K – 557
2020
Q2 		$19K Buy
+504
New +$20.1K ﹤0.01% 424

Other funds holding TXNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beese Fulmer Investment Management's TXNM Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of TXNM Energy Inc (TXNM) in Q3 2020, closing a stake of 504 shares — an estimated $19K sold.

Beese Fulmer Investment Management first reported a position in TXNM in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 247 funds tracked by Wall St. Rank hold TXNM as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining TXNM Energy Inc position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 504 TXNM Energy Inc shares in Q3 2020, an estimated $19K.
  • Beese Fulmer Investment Management first reported a position in TXNM Energy Inc in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's TXNM Energy Inc position peaked at $19K in Q2 2020.
  • 247 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.