Carson Wealth (CWM LLC)’s TXNM Energy Inc TXNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $398K | Buy |
6,801
+4,009
| +144% | +$236K | ﹤0.01% | 2186 |
|
|
2025
Q4 | $164K | Buy |
2,792
+54
| +2% | +$3.12K | ﹤0.01% | 2724 |
|
|
2025
Q3 | $155K | Buy |
2,738
+224
| +9% | +$12.7K | ﹤0.01% | 2645 |
|
|
2025
Q2 | $142K | Buy |
2,514
+120
| +5% | +$6.53K | ﹤0.01% | 2443 |
|
|
2025
Q1 | $128K | Sell |
2,394
-3,818
| -61% | -$192K | ﹤0.01% | 2224 |
|
|
2024
Q4 | $305K | Buy |
6,212
+782
| +14% | +$36.1K | ﹤0.01% | 1582 |
|
|
2024
Q3 | $238K | Buy |
5,430
+204
| +4% | +$8.29K | ﹤0.01% | 1670 |
|
|
2024
Q2 | $193K | Buy |
5,226
+660
| +14% | +$24.6K | ﹤0.01% | 1605 |
|
|
2024
Q1 | $172K | Buy |
4,566
+153
| +3% | +$5.69K | ﹤0.01% | 1587 |
|
|
2023
Q4 | $184K | Sell |
4,413
-243
| -5% | -$10.4K | ﹤0.01% | 1457 |
|
|
2023
Q3 | $208K | Buy |
4,656
+227
| +5% | +$10.1K | ﹤0.01% | 1304 |
|
|
2023
Q2 | $200K | Buy |
4,429
+183
| +4% | +$8.61K | ﹤0.01% | 1256 |
|
|
2023
Q1 | $207K | Sell |
4,246
-585
| -12% | -$28.7K | ﹤0.01% | 1187 |
|
|
2022
Q4 | $236K | Buy |
4,831
+77
| +2% | +$3.67K | ﹤0.01% | 1038 |
|
|
2022
Q3 | $217K | Buy |
4,754
+3,862
| +433% | +$184K | ﹤0.01% | 1018 |
|
|
2022
Q2 | $43K | Buy |
892
+23
| +3% | +$1.08K | ﹤0.01% | 1695 |
|
|
2022
Q1 | $41K | Buy |
869
+6
| +0.7% | +$273 | ﹤0.01% | 1697 |
|
|
2021
Q4 | $39K | Buy |
+863
| New | +$41.5K | ﹤0.01% | 1684 |
|
|
2021
Q2 | $40K | Hold |
817
| – | – | ﹤0.01% | 1496 |
|
|
2021
Q1 | $40K | Hold |
817
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q4 | $40K | Hold |
817
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q3 | $40K | Hold |
817
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q2 | $40K | Hold |
817
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q1 | $40K | Hold |
817
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q4 | $40K | Hold |
817
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q3 | $40K | Hold |
817
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q2 | $40K | Hold |
817
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q1 | $40K | Buy |
817
+47
| +6% | +$2.06K | ﹤0.01% | 1495 |
|
|
2018
Q4 | $32K | Buy |
770
+6
| +0.8% | +$246 | ﹤0.01% | 1001 |
|
|
2018
Q3 | $30K | Buy |
764
+739
| +2,956% | +$29K | ﹤0.01% | 861 |
|
|
2018
Q2 | $1K | Buy |
+25
| New | +$958 | ﹤0.01% | 1622 |
|
Other funds holding TXNM
HI
PCM
Carson Wealth (CWM LLC)'s TXNM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its TXNM Energy Inc (TXNM) stake by 144% in Q1 2026, buying an estimated $236K and bringing the position to 6,801 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.
Carson Wealth (CWM LLC) first reported a position in TXNM in Q2 2018 and has held it in 31 quarters since. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,801 shares of TXNM Energy Inc worth $398K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,009 TXNM Energy Inc shares in Q1 2026, an estimated $236K.
- TXNM Energy Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2186 holding.
- Carson Wealth (CWM LLC) first reported a position in TXNM Energy Inc in Q2 2018 and has held it in 31 quarters since.
- 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.