Covestor’s TXNM Energy Inc TXNM Stock Holding History

Covestor’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 Q1	$7K	Sell	126 -122	-49%	-$7.19K	﹤0.01%	1703
2025 Q4	$15K	Buy	248 +24	+11%	+$1.39K	0.01%	1414
2025 Q3	$13K	Sell	224 -1	-0.4%	-$57	0.01%	1481
2025 Q2	$13K	Sell	225 -1	-0.4%	-$54	0.01%	1440
2025 Q1	$12K	Buy	226 +1	+0.4%	+$50	0.01%	1419
2024 Q4	$11K	Sell	225 -5	-2%	-$231	0.01%	1515
2024 Q3	$10K	Sell	230 -2	-0.9%	-$81	0.01%	1595
2024 Q2	$9K	Sell	232 -1,644	-88%	-$61.2K	0.01%	1645
2024 Q1	$71K	Buy	1,876 +1,645	+712%	+$61.2K	0.05%	738
2023 Q4	$10K	Buy	231 +1	+0.4%	+$43	0.01%	1614
2023 Q3	$10K	Sell	230 -193	-46%	-$8.62K	0.01%	1457
2023 Q2	$19K	Buy	423 +149	+54%	+$7.01K	0.01%	1174
2023 Q1	$13K	Buy	274 +32	+13%	+$1.57K	0.01%	1201
2022 Q4	$12K	Buy	242 +6	+3%	+$286	0.01%	1257
2022 Q3	$11K	Sell	236 -1,260	-84%	-$59.9K	0.01%	1238
2022 Q2	$72K	Buy	1,496 +1,380	+1,190%	+$64.7K	0.06%	590
2022 Q1	$6K	Buy	116 +87	+300%	+$3.96K	﹤0.01%	1470
2021 Q4	$1K	Buy	+29	New	+$1.39K	﹤0.01%	2007

Other funds holding TXNM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

Geode Capital Management

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