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
Q2 		$54.8K Sell
965
-292
-23% -$17.1K ﹤0.01% 1725
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 – 2442
2022
Q3 		$64K Buy
+1,396
New +$66.4K 0.01% 570

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EverSource Wealth Advisors's TXNM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TXNM Energy Inc (TXNM) stake by 23% in Q2 2026, selling an estimated $17.1K and leaving 965 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

EverSource Wealth Advisors first reported a position in TXNM in Q3 2022 and has held it in 15 quarters since. The position peaked at $104K in Q3 2025. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • EverSource Wealth Advisors held 965 shares of TXNM Energy Inc worth $54.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 292 TXNM Energy Inc shares in Q2 2026, an estimated $17.1K.
  • TXNM Energy Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1725 holding.
  • EverSource Wealth Advisors first reported a position in TXNM Energy Inc in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's TXNM Energy Inc position peaked at $104K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.