CA
TXNM

Clearstead Advisors’s TXNM Energy Inc TXNM Stock Holding History

Clearstead Advisors’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 		$1.88K Buy
33
+8
+32% +$469 ﹤0.01% 2505
2026
Q1 		$1.46K Sell
25
-253
-91% -$14.9K ﹤0.01% 1964
2025
Q4 		$16.4K Buy
278
+172
+162% +$9.93K ﹤0.01% 1771
2025
Q3 		$6K Buy
106
+25
+31% +$1.42K ﹤0.01% 2089
2025
Q2 		$4.56K Buy
81
+70
+636% +$3.81K ﹤0.01% 2130
2025
Q1 		$589 Buy
+11
New +$552 ﹤0.01% 2050

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

Clearstead Advisors's TXNM Position: Q2 2026 in Review

Clearstead Advisors increased its TXNM Energy Inc (TXNM) stake by 32% in Q2 2026, buying an estimated $469 and bringing the position to 33 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Clearstead Advisors first reported a position in TXNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.4K in Q4 2025. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Clearstead Advisors held 33 shares of TXNM Energy Inc worth $1.88K as of Q2 2026.
  • Clearstead Advisors bought 8 TXNM Energy Inc shares in Q2 2026, an estimated $469.
  • TXNM Energy Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2505 holding.
  • Clearstead Advisors first reported a position in TXNM Energy Inc in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's TXNM Energy Inc position peaked at $16.4K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.