CIA
TXNM

Concurrent Investment Advisors’s TXNM Energy Inc TXNM Stock Holding History

Concurrent Investment 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 		$284K Buy
+5,007
New +$294K ﹤0.01% 1722

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

Concurrent Investment Advisors's TXNM Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in TXNM Energy Inc (TXNM) in Q2 2026: 5,007 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings.

384 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Concurrent Investment Advisors held 5,007 shares of TXNM Energy Inc worth $284K as of Q2 2026.
  • TXNM Energy Inc was a new Concurrent Investment Advisors position in Q2 2026.
  • TXNM Energy Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1722 holding.
  • 384 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.