EWM
TXNM

Evermay Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

Evermay Wealth 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
2024
Q1 		– Sell
-87
Closed -$3.6K – 739
2023
Q4 		$3.6K Hold
87
– – ﹤0.01% 494
2023
Q3 		$3.86K Hold
87
– – ﹤0.01% 477
2023
Q2 		$3.91K Hold
87
– – ﹤0.01% 469
2023
Q1 		$4.22K Hold
87
– – ﹤0.01% 463
2022
Q4 		$4.22K Hold
87
– – ﹤0.01% 467
2022
Q3 		$4K Hold
87
– – ﹤0.01% 461
2022
Q2 		$4K Hold
87
– – ﹤0.01% 453
2022
Q1 		$4K Buy
+87
New +$3.96K ﹤0.01% 468

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Evermay Wealth Management's TXNM Position: Q1 2024 in Review

Evermay Wealth Management sold out of TXNM Energy Inc (TXNM) in Q1 2024, closing a stake of 87 shares — an estimated $3.6K sold.

Evermay Wealth Management first reported a position in TXNM in Q1 2022 and held it in 8 quarters. The position peaked at $4.22K in Q4 2022. 276 funds tracked by Wall St. Rank hold TXNM as of Q1 2024.

  • Evermay Wealth Management reported no remaining TXNM Energy Inc position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 87 TXNM Energy Inc shares in Q1 2024, an estimated $3.6K.
  • Evermay Wealth Management first reported a position in TXNM Energy Inc in Q1 2022 and held it in 8 quarters.
  • Evermay Wealth Management's TXNM Energy Inc position peaked at $4.22K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.