BCA
TXNM

Berman Capital Advisors’s TXNM Energy Inc TXNM Stock Holding History

Berman Capital 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
2021
Q3 		$34K Buy
694
+4
+0.6% +$196 0.01% 826
2021
Q2 		$33K Buy
690
+22
+3% +$1.08K 0.01% 744
2021
Q1 		$32K Buy
668
+620
+1,292% +$30.1K 0.01% 638
2020
Q4 		$2K Hold
48
– – ﹤0.01% 1457
2020
Q3 		$1K Sell
48
-78
-62% -$3.25K ﹤0.01% 1540
2020
Q2 		$4K Buy
126
+78
+163% +$3.12K ﹤0.01% 1094
2020
Q1 		$1K Hold
48
– – ﹤0.01% 1396
2019
Q4 		$2K Hold
48
– – ﹤0.01% 1264
2019
Q3 		$2K Hold
48
– – ﹤0.01% 1245
2019
Q2 		$2K Hold
48
– – ﹤0.01% 1250
2019
Q1 		$2K Hold
48
– – ﹤0.01% 1143
2018
Q4 		$1K Buy
+48
New +$1.97K ﹤0.01% 1085

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Berman Capital Advisors's TXNM Position: Q3 2021 in Review

Berman Capital Advisors increased its TXNM Energy Inc (TXNM) stake by 0.58% in Q3 2021, buying an estimated $196 and bringing the position to 694 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #826.

Berman Capital Advisors first reported a position in TXNM in Q4 2018 and has held it in 12 quarters since. 261 funds tracked by Wall St. Rank hold TXNM as of Q3 2021.

  • Berman Capital Advisors held 694 shares of TXNM Energy Inc worth $34K as of Q3 2021.
  • Berman Capital Advisors bought 4 TXNM Energy Inc shares in Q3 2021, an estimated $196.
  • TXNM Energy Inc made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #826 holding.
  • Berman Capital Advisors first reported a position in TXNM Energy Inc in Q4 2018 and has held it in 12 quarters since.
  • 261 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.