CIA
TXNM

Cape Investment Advisory’s TXNM Energy Inc TXNM Stock Holding History

Cape Investment Advisory’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 		$28.8K Buy
+507
New +$29.7K 0.01% 635
2026
Q1 		– Sell
-506
Closed -$29.8K – 1279
2025
Q4 		$29.8K Buy
+506
New +$29.2K 0.01% 527
2025
Q3 		– Sell
-500
Closed -$28.2K – 1223
2025
Q2 		$28.2K Buy
+500
New +$27.2K 0.01% 458

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cape Investment Advisory's TXNM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in TXNM Energy Inc (TXNM) in Q2 2026: 507 shares worth $28.8K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TXNM as recently as Q4 2025.

Cape Investment Advisory first reported a position in TXNM in Q2 2025 and has held it in 3 quarters since. The position peaked at $29.8K in Q4 2025. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Cape Investment Advisory held 507 shares of TXNM Energy Inc worth $28.8K as of Q2 2026.
  • TXNM Energy Inc was a new Cape Investment Advisory position in Q2 2026.
  • TXNM Energy Inc made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #635 holding.
  • Cape Investment Advisory first reported a position in TXNM Energy Inc in Q2 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's TXNM Energy Inc position peaked at $29.8K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.