DiNuzzo Private Wealth’s TXNM Energy Inc TXNM Stock Holding History

DiNuzzo Private Wealth’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 Q2	$739	Hold	13	–	–	﹤0.01%	989
2026 Q1	$760	Hold	13	–	–	﹤0.01%	961
2025 Q4	$766	Hold	13	–	–	﹤0.01%	957
2025 Q3	$737	Hold	13	–	–	﹤0.01%	982
2025 Q2	$733	Buy	13 +6	+86%	+$327	﹤0.01%	958
2025 Q1	$375	Buy	7 +3	+75%	+$151	﹤0.01%	1139
2024 Q4	$197	Hold	4	–	–	﹤0.01%	1270
2024 Q3	$176	Buy	+4	New	+$162	﹤0.01%	1314

Other funds holding TXNM

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Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return