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 Q2	$12.7K	Hold	224	–	–	﹤0.01%	631
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bell Investment Advisors's TXNM Position: Q2 2026 in Review

Bell Investment Advisors held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 224 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Bell Investment Advisors first reported a position in TXNM in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.1K in Q1 2026. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

Bell Investment Advisors held 224 shares of TXNM Energy Inc worth $12.7K as of Q2 2026.
Bell Investment Advisors left its TXNM Energy Inc share count unchanged in Q2 2026.
TXNM Energy Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #631 holding.
Bell Investment Advisors first reported a position in TXNM Energy Inc in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's TXNM Energy Inc position peaked at $13.1K in Q1 2026.
385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.