CT
TXNM

Clearstead Trust’s TXNM Energy Inc TXNM Stock Holding History

Clearstead Trust’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 		– Sell
-116
Closed -$6.78K – 1032
2026
Q1 		$6.78K Hold
116
– – ﹤0.01% 685
2025
Q4 		$6.83K Hold
116
– – ﹤0.01% 689
2025
Q3 		$6.56K Hold
116
– – ﹤0.01% 697
2025
Q2 		$6.53K Hold
116
– – ﹤0.01% 696
2025
Q1 		$6.2K Buy
+116
New +$5.82K ﹤0.01% 555

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 Trust's TXNM Position: Q2 2026 in Review

Clearstead Trust sold out of TXNM Energy Inc (TXNM) in Q2 2026, closing a stake of 116 shares — an estimated $6.78K sold.

Clearstead Trust first reported a position in TXNM in Q1 2025 and held it in 5 quarters. The position peaked at $6.83K in Q4 2025. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Clearstead Trust reported no remaining TXNM Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 116 TXNM Energy Inc shares in Q2 2026, an estimated $6.78K.
  • Clearstead Trust first reported a position in TXNM Energy Inc in Q1 2025 and held it in 5 quarters.
  • Clearstead Trust's TXNM Energy Inc position peaked at $6.83K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

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