EWA
TXNM

EverSource Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

EverSource Wealth 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 		$73.5K Buy
1,257
+184
+17% +$10.8K ﹤0.01% 1620
2025
Q4 		$63.2K Sell
1,073
-766
-42% -$44.2K ﹤0.01% 1595
2025
Q3 		$104K Buy
1,839
+311
+20% +$17.6K ﹤0.01% 1259
2025
Q2 		$86.1K Buy
1,528
+1,043
+215% +$56.8K ﹤0.01% 1288
2025
Q1 		$25.9K Sell
485
-484
-50% -$24.3K ﹤0.01% 1558
2024
Q4 		$47.6K Buy
969
+706
+268% +$32.6K ﹤0.01% 1214
2024
Q3 		$11.5K Buy
263
+12
+5% +$487 ﹤0.01% 1776
2024
Q2 		$10.4K Sell
251
-119
-32% -$4.43K ﹤0.01% 1831
2024
Q1 		$13.7K Buy
370
+242
+189% +$9K ﹤0.01% 1544
2023
Q4 		$5.33K Sell
128
-28
-18% -$1.2K ﹤0.01% 1834
2023
Q3 		$6.96K Buy
156
+82
+111% +$3.66K ﹤0.01% 1558
2023
Q2 		$3.34K Sell
74
-1,079
-94% -$50.8K ﹤0.01% 1885
2023
Q1 		$56.1K Buy
+1,153
New +$56.6K 0.01% 753
2022
Q4 		– Sell
-1,396
Closed -$64K – 2449
2022
Q3 		$64K Buy
+1,396
New +$66.4K 0.01% 570

Other funds holding TXNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B 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 $134B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return