Creative Planning’s TXNM Energy Inc TXNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Buy |
30,964
+2,733
| +10% | +$161K | ﹤0.01% | 1977 |
|
|
2025
Q4 | $1.66M | Buy |
28,231
+3,508
| +14% | +$202K | ﹤0.01% | 1870 |
|
|
2025
Q3 | $1.4M | Buy |
24,723
+1,596
| +7% | +$90.6K | ﹤0.01% | 1826 |
|
|
2025
Q2 | $1.3M | Sell |
23,127
-1,453
| -6% | -$79.1K | ﹤0.01% | 1640 |
|
|
2025
Q1 | $1.31M | Buy |
24,580
+1,048
| +4% | +$52.6K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $1.16M | Buy |
23,532
+1,394
| +6% | +$64.4K | ﹤0.01% | 1536 |
|
|
2024
Q3 | $969K | Sell |
22,138
-1,599
| -7% | -$65K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $877K | Sell |
23,737
-3,575
| -13% | -$133K | ﹤0.01% | 1505 |
|
|
2024
Q1 | $1.03M | Buy |
27,312
+14,532
| +114% | +$541K | ﹤0.01% | 1326 |
|
|
2023
Q4 | $532K | Sell |
12,780
-3,618
| -22% | -$155K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $732K | Buy |
16,398
+3,634
| +28% | +$162K | ﹤0.01% | 1319 |
|
|
2023
Q2 | $576K | Buy |
12,764
+6,426
| +101% | +$302K | ﹤0.01% | 1463 |
|
|
2023
Q1 | $309K | Buy |
6,338
+7
| +0.1% | +$343 | ﹤0.01% | 1803 |
|
|
2022
Q4 | $309K | Buy |
6,331
+1,753
| +38% | +$83.4K | ﹤0.01% | 1711 |
|
|
2022
Q3 | $209K | Sell |
4,578
-341
| -7% | -$16.2K | ﹤0.01% | 1887 |
|
|
2022
Q2 | $235K | Buy |
+4,919
| New | +$231K | ﹤0.01% | 1783 |
|
|
2017
Q3 | – | Sell |
-2,037
| Closed | -$78K | – | 3786 |
|
|
2017
Q2 | $78K | Hold |
2,037
| – | – | ﹤0.01% | 2171 |
|
|
2017
Q1 | $75K | Sell |
2,037
-650
| -24% | -$23K | ﹤0.01% | 2154 |
|
|
2016
Q4 | $92K | Sell |
2,687
-36
| -1% | -$1.17K | ﹤0.01% | 1930 |
|
|
2016
Q3 | $89K | Sell |
2,723
-152
| -5% | -$5.08K | ﹤0.01% | 1934 |
|
|
2016
Q2 | $102K | Buy |
2,875
+1,566
| +120% | +$51.5K | ﹤0.01% | 1667 |
|
|
2016
Q1 | $44K | Buy |
1,309
+134
| +11% | +$4.29K | ﹤0.01% | 2199 |
|
|
2015
Q4 | $36K | Hold |
1,175
| – | – | ﹤0.01% | 2396 |
|
|
2015
Q3 | $33K | Buy |
+1,175
| New | +$30.7K | ﹤0.01% | 2353 |
|
|
2015
Q2 | – | Sell |
-550
| Closed | -$16K | – | 3094 |
|
|
2015
Q1 | $16K | Sell |
550
-621
| -53% | -$18.1K | ﹤0.01% | 2888 |
|
|
2014
Q4 | $35K | Buy |
1,171
+41
| +4% | +$1.16K | ﹤0.01% | 2246 |
|
|
2014
Q3 | $28K | Buy |
1,130
+330
| +41% | +$8.75K | ﹤0.01% | 2308 |
|
|
2014
Q2 | $23K | Buy |
800
+550
| +220% | +$15.4K | ﹤0.01% | 2409 |
|
|
2014
Q1 | $7K | Buy |
+250
| New | +$6.33K | ﹤0.01% | 2953 |
|
Other funds holding TXNM
VPM
VCM
HI
PCM
Creative Planning's TXNM Position: Q1 2026 in Review
Creative Planning increased its TXNM Energy Inc (TXNM) stake by 9.7% in Q1 2026, buying an estimated $161K and bringing the position to 30,964 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1977.
Creative Planning first reported a position in TXNM in Q1 2014 and has held it in 29 quarters since. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.
- Creative Planning held 30,964 shares of TXNM Energy Inc worth $1.81M as of Q1 2026.
- Creative Planning bought 2,733 TXNM Energy Inc shares in Q1 2026, an estimated $161K.
- TXNM Energy Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1977 holding.
- Creative Planning first reported a position in TXNM Energy Inc in Q1 2014 and has held it in 29 quarters since.
- 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.