Cerity Partners
TXNM

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
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 – 2654
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

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State Street
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HI
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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