EP
TXNM

Edgestream Partners’s TXNM Energy Inc TXNM Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-59,040
Closed -$2.58M – 1136
2024
Q3 		$2.58M Sell
59,040
-20,960
-26% -$851K 0.11% 325
2024
Q2 		$2.96M Buy
80,000
+17,851
+29% +$665K 0.14% 238
2024
Q1 		$2.34M Sell
62,149
-2,584
-4% -$96.1K 0.12% 298
2023
Q4 		$2.69M Buy
+64,733
New +$2.77M 0.19% 171
2023
Q3 		– Sell
-13,288
Closed -$599K – 1010
2023
Q2 		$599K Sell
13,288
-24,451
-65% -$1.15M 0.05% 490
2023
Q1 		$1.84M Sell
37,739
-155,889
-81% -$7.65M 0.2% 166
2022
Q4 		$9.45M Buy
+193,628
New +$9.22M 1.06% 8
2022
Q1 		– Sell
-115,158
Closed -$5.25M – 659
2021
Q4 		$5.25M Buy
+115,158
New +$5.54M 0.33% 85

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgestream Partners's TXNM Position: Q4 2024 in Review

Edgestream Partners sold out of TXNM Energy Inc (TXNM) in Q4 2024, closing a stake of 59,040 shares — an estimated $2.58M sold.

Edgestream Partners first reported a position in TXNM in Q4 2021 and held it in 8 quarters. The position peaked at $9.45M in Q4 2022. 301 funds tracked by Wall St. Rank hold TXNM as of Q4 2024.

  • Edgestream Partners reported no remaining TXNM Energy Inc position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 59,040 TXNM Energy Inc shares in Q4 2024, an estimated $2.58M.
  • Edgestream Partners first reported a position in TXNM Energy Inc in Q4 2021 and held it in 8 quarters.
  • Edgestream Partners's TXNM Energy Inc position peaked at $9.45M in Q4 2022.
  • 301 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.