BOA
TXNM

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B 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 $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birnam Oak Advisors's TXNM Position: Q1 2026 in Review

Birnam Oak Advisors reduced its TXNM Energy Inc (TXNM) stake by 61% in Q1 2026, selling an estimated $13.7M and leaving 146,650 shares worth $8.57M. The position accounts for 1.95% of the portfolio, ranked #14.

Birnam Oak Advisors first reported a position in TXNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.4M in Q4 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Birnam Oak Advisors held 146,650 shares of TXNM Energy Inc worth $8.57M as of Q1 2026.
  • Birnam Oak Advisors sold 233,201 TXNM Energy Inc shares in Q1 2026, an estimated $13.7M.
  • TXNM Energy Inc made up 1.95% of Birnam Oak Advisors's portfolio in Q1 2026, its #14 holding.
  • Birnam Oak Advisors first reported a position in TXNM Energy Inc in Q2 2025 and has held it in 4 quarters since.
  • Birnam Oak Advisors's TXNM Energy Inc position peaked at $22.4M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.