Envestnet Asset Management’s TXNM Energy Inc TXNM Stock Holding History

Envestnet Asset Management’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	$735K	Sell	12,575 -17,743	-59%	-$1.05M	﹤0.01%	3661
2025 Q4	$1.79M	Sell	30,318 -9,639	-24%	-$556K	﹤0.01%	2911
2025 Q3	$2.26M	Sell	39,957 -6,473	-14%	-$367K	﹤0.01%	2799
2025 Q2	$2.61M	Sell	46,430 -61,068	-57%	-$3.33M	﹤0.01%	2642
2025 Q1	$5.75M	Buy	107,498 +3,917	+4%	+$197K	﹤0.01%	2023
2024 Q4	$5.09M	Buy	103,581 +31,502	+44%	+$1.45M	﹤0.01%	2088
2024 Q3	$3.15M	Sell	72,079 -2,067	-3%	-$84K	﹤0.01%	2385
2024 Q2	$2.74M	Sell	74,146 -6,421	-8%	-$239K	﹤0.01%	2419
2024 Q1	$3.03M	Buy	80,567 +62,745	+352%	+$2.33M	﹤0.01%	2313
2023 Q4	$741K	Sell	17,822 -1,028	-5%	-$44K	﹤0.01%	3120
2023 Q3	$841K	Buy	18,850 +1,602	+9%	+$71.6K	﹤0.01%	2928
2023 Q2	$778K	Sell	17,248 -576	-3%	-$27.1K	﹤0.01%	2947
2023 Q1	$868K	Sell	17,824 -1,074	-6%	-$52.7K	﹤0.01%	2770
2022 Q4	$922K	Sell	18,898 -1,123	-6%	-$53.5K	﹤0.01%	2710
2022 Q3	$916K	Sell	20,021 -1,895	-9%	-$90.2K	﹤0.01%	2635
2022 Q2	$1.05M	Buy	21,916 +16,080	+276%	+$754K	﹤0.01%	2555
2022 Q1	$278K	Sell	5,836 -1,104	-16%	-$50.2K	﹤0.01%	3497
2021 Q4	$317K	Sell	6,940 -1,648	-19%	-$79.2K	﹤0.01%	3379
2021 Q3	$425K	Sell	8,588 -1,488	-15%	-$72.8K	﹤0.01%	3074
2021 Q2	$491K	Sell	10,076 -12,968	-56%	-$638K	﹤0.01%	2997
2021 Q1	$1.13M	Sell	23,044 -1,299	-5%	-$63.1K	﹤0.01%	2306
2020 Q4	$1.18M	Sell	24,343 -13,949	-36%	-$673K	﹤0.01%	2094
2020 Q3	$1.58M	Buy	38,292 +6,887	+22%	+$287K	﹤0.01%	1748
2020 Q2	$1.21M	Buy	31,405 +8,791	+39%	+$351K	﹤0.01%	1858
2020 Q1	$859K	Sell	22,614 -7,908	-26%	-$383K	﹤0.01%	1903
2019 Q4	$1.55M	Buy	30,522 +2,842	+10%	+$143K	﹤0.01%	1761
2019 Q3	$1.44M	Sell	27,680 -99	-0.4%	-$5K	﹤0.01%	1734
2019 Q2	$1.41M	Buy	27,779 +15,714	+130%	+$749K	﹤0.01%	1749
2019 Q1	$571K	Sell	12,065 -35	-0.3%	-$1.53K	﹤0.01%	2263
2018 Q4	$497K	Buy	+12,100	New	+$496K	﹤0.01%	2160
2018 Q3	–	Sell	-5,113	Closed	-$198K	–	2679
2018 Q2	$198K	Sell	5,113 -71	-1%	-$2.72K	﹤0.01%	1671
2018 Q1	$203K	Buy	5,184 +40	+0.8%	+$1.47K	﹤0.01%	1581
2017 Q4	$208K	Buy	5,144 +96	+2%	+$4.12K	﹤0.01%	1826
2017 Q3	$204K	Buy	5,048 +221	+5%	+$8.98K	﹤0.01%	1832
2017 Q2	$186K	Buy	4,827 +2	+0%	+$76	﹤0.01%	1902
2017 Q1	$178K	Buy	4,825 +1,499	+45%	+$53K	﹤0.01%	1967
2016 Q4	$115K	Sell	3,326 -1,146	-26%	-$37.2K	﹤0.01%	2130
2016 Q3	$146K	Sell	4,472 -1,310	-23%	-$43.8K	﹤0.01%	2172
2016 Q2	$205K	Buy	5,782 +26	+0.5%	+$855	﹤0.01%	2081
2016 Q1	$194K	Sell	5,756 -1,065	-16%	-$34.1K	﹤0.01%	2090
2015 Q4	$209K	Buy	6,821 +519	+8%	+$14.9K	﹤0.01%	2011
2015 Q3	$177K	Buy	+6,302	New	+$164K	﹤0.01%	2073
2015 Q1	–	Sell	-1,182	Closed	-$35K	–	2449
2014 Q4	$35K	Buy	1,182 +46	+4%	+$1.3K	﹤0.01%	1550
2014 Q3	$28K	Buy	1,136 +246	+28%	+$6.53K	﹤0.01%	1754
2014 Q2	$26K	Buy	890 +564	+173%	+$15.8K	﹤0.01%	1675
2014 Q1	$9K	Buy	326 +186	+133%	+$4.71K	﹤0.01%	1936
2013 Q4	$3K	Buy	140 +47	+51%	+$1.1K	﹤0.01%	2171
2013 Q3	$2K	Sell	93 -199	-68%	-$4.53K	﹤0.01%	2202
2013 Q2	$6K	Buy	+292	New	+$6.67K	﹤0.01%	1847