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
Q2 		$12K Hold
219
– – ﹤0.01% 830
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's TXNM Position: Q2 2026 in Review

Capital Advisors Ltd held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 219 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Capital Advisors Ltd first reported a position in TXNM in Q4 2022 and has held it in 12 quarters since. The position peaked at $13K in Q1 2026. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Capital Advisors Ltd held 219 shares of TXNM Energy Inc worth $12K as of Q2 2026.
  • Capital Advisors Ltd left its TXNM Energy Inc share count unchanged in Q2 2026.
  • TXNM Energy Inc made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #830 holding.
  • Capital Advisors Ltd first reported a position in TXNM Energy Inc in Q4 2022 and has held it in 12 quarters since.
  • Capital Advisors Ltd's TXNM Energy Inc position peaked at $13K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.