Cerity Partners’s TXNM Energy Inc TXNM Stock Holding History

Cerity Partners’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	$746K	Buy	13,136 +5,155	+65%	+$302K	﹤0.01%	2182
2026 Q1	$467K	Buy	7,981 +2,664	+50%	+$157K	﹤0.01%	2339
2025 Q4	$313K	Buy	+5,317	New	+$307K	﹤0.01%	2387
2025 Q1	–	Sell	-42,289	Closed	-$2.07M	–	2652
2024 Q4	$2.07M	Sell	42,289 -402	-0.9%	-$18.6K	﹤0.01%	1089
2024 Q3	$1.87M	Sell	42,691 -639	-1%	-$26K	﹤0.01%	1120
2024 Q2	$1.6M	Sell	43,330 -1,141	-3%	-$42.5K	﹤0.01%	1015
2024 Q1	$1.67M	Buy	44,471 +12,190	+38%	+$454K	﹤0.01%	1056
2023 Q4	$1.34M	Sell	32,281 -6,058	-16%	-$259K	﹤0.01%	894
2023 Q3	$1.71M	Buy	38,339 +563	+1%	+$25.1K	0.01%	623
2023 Q2	$1.7M	Buy	+37,776	New	+$1.78M	0.01%	766

Other funds holding TXNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cerity Partners's TXNM Position: Q2 2026 in Review

Cerity Partners increased its TXNM Energy Inc (TXNM) stake by 65% in Q2 2026, buying an estimated $302K and bringing the position to 13,136 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Cerity Partners first reported a position in TXNM in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.07M in Q4 2024. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

Cerity Partners held 13,136 shares of TXNM Energy Inc worth $746K as of Q2 2026.
Cerity Partners bought 5,155 TXNM Energy Inc shares in Q2 2026, an estimated $302K.
TXNM Energy Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2182 holding.
Cerity Partners first reported a position in TXNM Energy Inc in Q2 2023 and has held it in 10 quarters since.
Cerity Partners's TXNM Energy Inc position peaked at $2.07M in Q4 2024.
385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.