CAL
TXNM

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

Capital Advisors Ltd’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 		$13K Hold
219
– – ﹤0.01% 783
2025
Q4 		$13K Hold
219
– – ﹤0.01% 752
2025
Q3 		$12K Hold
219
– – ﹤0.01% 769
2025
Q2 		$12K Hold
219
– – ﹤0.01% 757
2025
Q1 		$12K Hold
219
– – ﹤0.01% 740
2024
Q4 		$11K Buy
+219
New +$10.1K ﹤0.01% 766
2024
Q1 		– Sell
-153
Closed -$6K – 1581
2023
Q4 		$6K Sell
153
-97
-39% -$4.16K ﹤0.01% 809
2023
Q3 		$11K Sell
250
-47
-16% -$2.1K ﹤0.01% 674
2023
Q2 		$13K Buy
297
+269
+961% +$12.7K ﹤0.01% 649
2023
Q1 		$1K Sell
28
-2
-7% -$98 ﹤0.01% 1148
2022
Q4 		$1K Buy
+30
New +$1.43K ﹤0.01% 1136

Other funds holding TXNM

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Balyasny Asset Management
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VPM
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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 $134B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return