Birnam Oak Advisors’s TXNM Energy Inc TXNM Stock Holding History

Birnam Oak 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	$11.2M	Buy	198,018 +51,368	+35%	+$3.01M	1.82%	15
2026 Q1	$8.57M	Sell	146,650 -233,201	-61%	-$13.7M	1.95%	14
2025 Q4	$22.4M	Sell	379,851 -10,000	-3%	-$577K	5.01%	9
2025 Q3	$22M	Buy	389,851 +120,851	+45%	+$6.86M	5.06%	8
2025 Q2	$15.2M	Buy	+269,000	New	+$14.6M	4.48%	9

Other funds holding TXNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 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 $3.37T AUM 44.26% 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

Birnam Oak Advisors's TXNM Position: Q2 2026 in Review

Birnam Oak Advisors increased its TXNM Energy Inc (TXNM) stake by 35% in Q2 2026, buying an estimated $3.01M and bringing the position to 198,018 shares worth $11.2M. The position accounts for 1.82% of the portfolio, ranked #15.

Birnam Oak Advisors first reported a position in TXNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.4M in Q4 2025. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

Birnam Oak Advisors held 198,018 shares of TXNM Energy Inc worth $11.2M as of Q2 2026.
Birnam Oak Advisors bought 51,368 TXNM Energy Inc shares in Q2 2026, an estimated $3.01M.
TXNM Energy Inc made up 1.82% of Birnam Oak Advisors's portfolio in Q2 2026, its #15 holding.
Birnam Oak Advisors first reported a position in TXNM Energy Inc in Q2 2025 and has held it in 5 quarters since.
Birnam Oak Advisors's TXNM Energy Inc position peaked at $22.4M in Q4 2025.
386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.