Dimensional Fund Advisors
TXNM

Dimensional Fund Advisors’s TXNM Energy Inc TXNM Stock Holding History

Dimensional Fund Advisors’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 		$36.9M Sell
631,321
-895,184
-59% -$52.7M 0.01% 1671
2025
Q4 		$89.9M Buy
1,526,505
+1,803
+0.1% +$104K 0.02% 1150
2025
Q3 		$86.2M Sell
1,524,702
-12,204
-0.8% -$693K 0.02% 1184
2025
Q2 		$86.6M Buy
1,536,906
+9,786
+0.6% +$533K 0.02% 1126
2025
Q1 		$81.7M Sell
1,527,120
-76,689
-5% -$3.85M 0.02% 1138
2024
Q4 		$78.9M Buy
1,603,809
+36,613
+2% +$1.69M 0.02% 1228
2024
Q3 		$68.6M Sell
1,567,196
-2,726
-0.2% -$111K 0.02% 1304
2024
Q2 		$58M Buy
1,569,922
+59,031
+4% +$2.2M 0.02% 1359
2024
Q1 		$56.9M Sell
1,510,891
-33,538
-2% -$1.25M 0.02% 1374
2023
Q4 		$64.2M Buy
1,544,429
+47,260
+3% +$2.02M 0.02% 1266
2023
Q3 		$66.8M Buy
1,497,169
+16,389
+1% +$732K 0.02% 1126
2023
Q2 		$66.8M Sell
1,480,780
-54,507
-4% -$2.57M 0.02% 1147
2023
Q1 		$74.7M Buy
1,535,287
+27,859
+2% +$1.37M 0.03% 1023
2022
Q4 		$73.5K Buy
1,507,428
+35,652
+2% +$1.7M 0.02% 1001
2022
Q3 		$67.3M Buy
1,471,776
+20,468
+1% +$974K 0.03% 982
2022
Q2 		$69.3M Buy
1,451,308
+18,856
+1% +$884K 0.02% 1012
2022
Q1 		$68.3M Sell
1,432,452
-14,917
-1% -$679K 0.02% 1145
2021
Q4 		$66M Sell
1,447,369
-12,732
-0.9% -$612K 0.02% 1208
2021
Q3 		$72.2M Sell
1,460,101
-4,518
-0.3% -$221K 0.02% 1112
2021
Q2 		$71.4M Sell
1,464,619
-2,316
-0.2% -$114K 0.02% 1128
2021
Q1 		$72M Sell
1,466,935
-17,649
-1% -$857K 0.02% 1117
2020
Q4 		$72M Sell
1,484,584
-85,850
-5% -$4.14M 0.03% 1055
2020
Q3 		$64.9M Sell
1,570,434
-37,458
-2% -$1.56M 0.03% 964
2020
Q2 		$61.8M Sell
1,607,892
-29,943
-2% -$1.2M 0.03% 1002
2020
Q1 		$62.2M Sell
1,637,835
-18,962
-1% -$919K 0.03% 810
2019
Q4 		$84M Sell
1,656,797
-58,666
-3% -$2.94M 0.03% 882
2019
Q3 		$89.3M Sell
1,715,463
-32,108
-2% -$1.62M 0.03% 773
2019
Q2 		$89M Sell
1,747,571
-11,672
-0.7% -$557K 0.03% 798
2019
Q1 		$83.3M Buy
1,759,243
+6,136
+0.4% +$268K 0.03% 841
2018
Q4 		$72M Buy
1,753,107
+33,289
+2% +$1.36M 0.03% 856
2018
Q3 		$67.8M Buy
1,719,818
+1,230
+0.1% +$48.2K 0.03% 1101
2018
Q2 		$66.9M Buy
1,718,588
+31,516
+2% +$1.21M 0.03% 1072
2018
Q1 		$64.5M Buy
1,687,072
+109,585
+7% +$4.01M 0.03% 1040
2017
Q4 		$63.8M Sell
1,577,487
-76,858
-5% -$3.3M 0.03% 1069
2017
Q3 		$66.7M Buy
1,654,345
+19,828
+1% +$806K 0.03% 956
2017
Q2 		$62.5M Buy
1,634,517
+8,844
+0.5% +$337K 0.03% 971
2017
Q1 		$60.1M Buy
1,625,673
+8,461
+0.5% +$299K 0.03% 959
2016
Q4 		$55.5M Buy
1,617,212
+1,920
+0.1% +$62.3K 0.03% 1020
2016
Q3 		$52.9M Sell
1,615,292
-16,242
-1% -$543K 0.03% 977
2016
Q2 		$57.8M Buy
1,631,534
+3,380
+0.2% +$111K 0.03% 817
2016
Q1 		$54.9M Buy
1,628,154
+44,926
+3% +$1.44M 0.03% 812
2015
Q4 		$48.4M Buy
1,583,228
+111,624
+8% +$3.2M 0.03% 882
2015
Q3 		$41.3M Buy
1,471,604
+20,259
+1% +$529K 0.03% 986
2015
Q2 		$35.7M Buy
1,451,345
+75,621
+5% +$2.02M 0.02% 1233
2015
Q1 		$40.2M Buy
1,375,724
+104,487
+8% +$3.04M 0.03% 1061
2014
Q4 		$37.7M Buy
1,271,237
+43,940
+4% +$1.24M 0.02% 1066
2014
Q3 		$30.6M Buy
1,227,297
+49,471
+4% +$1.31M 0.02% 1141
2014
Q2 		$34.5M Buy
1,177,826
+99,636
+9% +$2.78M 0.02% 1052
2014
Q1 		$29.1M Buy
1,078,190
+48,376
+5% +$1.22M 0.02% 1154
2013
Q4 		$24.8M Buy
1,029,814
+27,625
+3% +$646K 0.02% 1306
2013
Q3 		$22.7M Buy
1,002,189
+23,661
+2% +$538K 0.02% 1269
2013
Q2 		$21.7M Buy
+978,528
New +$22.3M 0.02% 1187

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors's TXNM Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its TXNM Energy Inc (TXNM) stake by 59% in Q1 2026, selling an estimated $52.7M and leaving 631,321 shares worth $36.9M. The position accounts for 0.01% of the portfolio, ranked #1671.

Dimensional Fund Advisors first reported a position in TXNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $89.9M in Q4 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Dimensional Fund Advisors held 631,321 shares of TXNM Energy Inc worth $36.9M as of Q1 2026.
  • Dimensional Fund Advisors sold 895,184 TXNM Energy Inc shares in Q1 2026, an estimated $52.7M.
  • TXNM Energy Inc made up 0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1671 holding.
  • Dimensional Fund Advisors first reported a position in TXNM Energy Inc in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's TXNM Energy Inc position peaked at $89.9M in Q4 2025.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.