BIA
TXNM

Bell Investment Advisors’s TXNM Energy Inc TXNM Stock Holding History

Bell Investment Advisors’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
Q1 		$13.1K Buy
224
+29
+15% +$1.71K ﹤0.01% 588
2025
Q4 		$11.5K Sell
195
-14
-7% -$808 ﹤0.01% 641
2025
Q3 		$11.8K Hold
209
– – ﹤0.01% 574
2025
Q2 		$11.8K Hold
209
– – ﹤0.01% 611
2025
Q1 		$11.2K Hold
209
– – ﹤0.01% 562
2024
Q4 		$10.3K Sell
209
-24
-10% -$1.11K ﹤0.01% 593
2024
Q3 		$10.2K Sell
233
-27
-10% -$1.1K ﹤0.01% 612
2024
Q2 		$9.61K Buy
260
+138
+113% +$5.14K ﹤0.01% 627
2024
Q1 		$4.59K Sell
122
-148
-55% -$5.51K ﹤0.01% 970
2023
Q4 		$11.2K Buy
270
+147
+120% +$6.3K ﹤0.01% 515
2023
Q3 		$5.49K Buy
123
+15
+14% +$670 ﹤0.01% 757
2023
Q2 		$4.87K Sell
108
-118
-52% -$5.55K ﹤0.01% 837
2023
Q1 		$11K Buy
226
+69
+44% +$3.39K ﹤0.01% 450
2022
Q4 		$7.66K Sell
157
-44
-22% -$2.1K ﹤0.01% 592
2022
Q3 		$9K Buy
201
+139
+224% +$6.61K ﹤0.01% 463
2022
Q2 		$3K Buy
+62
New +$2.91K ﹤0.01% 1048
2021
Q4 		$1K Buy
+11
New +$529 ﹤0.01% 1674

Other funds holding TXNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return