CAS
TXNM

Coppell Advisory Solutions’s TXNM Energy Inc TXNM Stock Holding History

Coppell Advisory Solutions’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
-43
Closed -$2.11K – 1957
2024
Q4 		$2.11K Hold
43
– – ﹤0.01% 1527
2024
Q3 		$1.87K Hold
43
– – ﹤0.01% 1455
2024
Q2 		$1.59K Buy
+43
New +$1.6K ﹤0.01% 1419
2023
Q4 		$1.79K Hold
43
– – ﹤0.01% 1308
2023
Q3 		$2.1K Hold
43
– – ﹤0.01% 842
2023
Q2 		$1.94K Buy
+43
New +$2.02K ﹤0.01% 1023
2023
Q1 		– Sell
-43
Closed -$2.1K – 1129
2022
Q4 		$2.1K Buy
+43
New +$2.05K ﹤0.01% 844

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
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 $6.03B AUM 40.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's TXNM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of TXNM Energy Inc (TXNM) in Q1 2025, closing a stake of 43 shares — an estimated $2.11K sold.

Coppell Advisory Solutions first reported a position in TXNM in Q4 2022 and held it in 7 quarters. The position peaked at $2.11K in Q4 2024. 323 funds tracked by Wall St. Rank hold TXNM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining TXNM Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 43 TXNM Energy Inc shares in Q1 2025, an estimated $2.11K.
  • Coppell Advisory Solutions first reported a position in TXNM Energy Inc in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's TXNM Energy Inc position peaked at $2.11K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.