Covestor
TXNM icon

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
Q3 		$10K Buy
167
+28
+20% +$1.62K 0.01% 1503
2026
Q2 		$8K Buy
139
+13
+10% +$762 ﹤0.01% 1759
2026
Q1 		$7K Sell
126
-122
-49% -$7.19K ﹤0.01% 1703
2025
Q4 		$15K Buy
248
+24
+11% +$1.38K 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return

Covestor's TXNM Position: Q3 2026 in Review

Covestor increased its TXNM Energy Inc (TXNM) stake by 20% in Q3 2026, buying an estimated $1.62K and bringing the position to 167 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1503.

Covestor first reported a position in TXNM in Q4 2021 and has held it in 20 quarters since. The position peaked at $72K in Q2 2022. 314 funds tracked by Wall St. Rank hold TXNM as of Q3 2026.

  • Covestor held 167 shares of TXNM Energy Inc worth $10K as of Q3 2026.
  • Covestor bought 28 TXNM Energy Inc shares in Q3 2026, an estimated $1.62K.
  • TXNM Energy Inc made up 0.01% of Covestor's portfolio in Q3 2026, its #1503 holding.
  • Covestor first reported a position in TXNM Energy Inc in Q4 2021 and has held it in 20 quarters since.
  • Covestor's TXNM Energy Inc position peaked at $72K in Q2 2022.
  • 314 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.