EW
TXNM

Evoke Wealth’s TXNM Energy Inc TXNM Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-550
Closed -$25K – 1178
2022
Q3 		$25K Hold
550
– – ﹤0.01% 613
2022
Q2 		$26K Hold
550
– – ﹤0.01% 616
2022
Q1 		$26K Hold
550
– – ﹤0.01% 616
2021
Q4 		$25K Hold
550
– – ﹤0.01% 651
2021
Q3 		$27K Hold
550
– – ﹤0.01% 594
2021
Q2 		$27K Hold
550
– – ﹤0.01% 604
2021
Q1 		$27K Hold
550
– – ﹤0.01% 538
2020
Q4 		$27K Hold
550
– – ﹤0.01% 459
2020
Q3 		$23K Hold
550
– – ﹤0.01% 462
2020
Q2 		$21K Hold
550
– – ﹤0.01% 460
2020
Q1 		$20.9K Hold
550
– – ﹤0.01% 433
2019
Q4 		$27.9K Hold
550
– – ﹤0.01% 525
2019
Q3 		$28.6K Buy
+550
New +$27.8K ﹤0.01% 573

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Evoke Wealth's TXNM Position: Q4 2022 in Review

Evoke Wealth sold out of TXNM Energy Inc (TXNM) in Q4 2022, closing a stake of 550 shares — an estimated $25K sold.

Evoke Wealth first reported a position in TXNM in Q3 2019 and held it in 13 quarters. The position peaked at $28.6K in Q3 2019. 295 funds tracked by Wall St. Rank hold TXNM as of Q4 2022.

  • Evoke Wealth reported no remaining TXNM Energy Inc position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 550 TXNM Energy Inc shares in Q4 2022, an estimated $25K.
  • Evoke Wealth first reported a position in TXNM Energy Inc in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's TXNM Energy Inc position peaked at $28.6K in Q3 2019.
  • 295 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.