Cornerstone Planning Group
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Cornerstone Planning Group’s TXNM Energy Inc TXNM Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-80
Closed -$4.66K – 1805
2026
Q2 		$4.66K Buy
80
+12
+18% +$704 ﹤0.01% 1102
2026
Q1 		$4.02K Buy
68
+36
+113% +$2.12K ﹤0.01% 1142
2025
Q4 		$1.9K Buy
32
+9
+39% +$519 ﹤0.01% 1202
2025
Q3 		$1.18K Buy
23
+15
+188% +$851 ﹤0.01% 1270
2025
Q2 		$455 Buy
+8
New +$436 ﹤0.01% 1326

Other funds holding TXNM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cornerstone Planning Group's TXNM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of TXNM Energy Inc (TXNM) in Q3 2026, closing a stake of 80 shares — an estimated $4.66K sold.

Cornerstone Planning Group first reported a position in TXNM in Q2 2025 and held it in 5 quarters. The position peaked at $4.66K in Q2 2026. 59 funds tracked by Wall St. Rank hold TXNM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining TXNM Energy Inc position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 80 TXNM Energy Inc shares in Q3 2026, an estimated $4.66K.
  • Cornerstone Planning Group first reported a position in TXNM Energy Inc in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's TXNM Energy Inc position peaked at $4.66K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.