Concourse Financial Group Securities’s TXNM Energy Inc TXNM Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-16	Closed	-$754	–	2202
2024 Q4	$754	Hold	16	–	–	﹤0.01%	2122
2024 Q3	$700	Sell	16 -31	-66%	-$1.26K	﹤0.01%	2106
2024 Q2	$1.74K	Buy	47 +16	+52%	+$596	﹤0.01%	2057
2024 Q1	$1.17K	Buy	31 +2	+7%	+$74	﹤0.01%	2117
2023 Q4	$1.21K	Hold	29	–	–	﹤0.01%	2091
2023 Q3	$1.29K	Sell	29 -14	-33%	-$625	﹤0.01%	2066
2023 Q2	$1.94K	Buy	43 +21	+95%	+$988	﹤0.01%	2025
2023 Q1	$1.07K	Sell	22 -6	-21%	-$294	﹤0.01%	2156
2022 Q4	$1.37K	Hold	28	–	–	﹤0.01%	2107
2022 Q3	$1K	Sell	28 -10	-26%	-$476	﹤0.01%	1949
2022 Q2	$2K	Buy	+38	New	+$1.78K	﹤0.01%	2061
2021 Q2	–	Sell	-32	Closed	-$1.57K	–	2453
2021 Q1	$2K	Buy	32 +6	+23%	+$291	﹤0.01%	2173
2020 Q4	$1K	Buy	+26	New	+$1.25K	﹤0.01%	2247
2019 Q1	–	Sell	-16	Closed	-$700	–	2429
2018 Q4	$0	Buy	+16	New	+$656	﹤0.01%	2239

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's TXNM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of TXNM Energy Inc (TXNM) in Q1 2025, closing a stake of 16 shares — an estimated $754 sold.

Concourse Financial Group Securities first reported a position in TXNM in Q4 2018 and held it in 14 quarters. The position peaked at $2K in Q2 2022. 323 funds tracked by Wall St. Rank hold TXNM as of Q1 2025.

Concourse Financial Group Securities reported no remaining TXNM Energy Inc position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 16 TXNM Energy Inc shares in Q1 2025, an estimated $754.
Concourse Financial Group Securities first reported a position in TXNM Energy Inc in Q4 2018 and held it in 14 quarters.
Concourse Financial Group Securities's TXNM Energy Inc position peaked at $2K in Q2 2022.
323 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.