Evolve Private Wealth’s TXNM Energy Inc TXNM Stock Holding History

Evolve Private 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
2026 Q2	–	Sell	-3,868	Closed	-$226K	–	1261
2026 Q1	$226K	Sell	3,868 -61	-2%	-$3.59K	0.01%	891
2025 Q4	$231K	Buy	+3,929	New	+$227K	0.01%	821

Other funds holding TXNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evolve Private Wealth's TXNM Position: Q2 2026 in Review

Evolve Private Wealth sold out of TXNM Energy Inc (TXNM) in Q2 2026, closing a stake of 3,868 shares — an estimated $226K sold.

Evolve Private Wealth first reported a position in TXNM in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

Evolve Private Wealth reported no remaining TXNM Energy Inc position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,868 TXNM Energy Inc shares in Q2 2026, an estimated $226K.
Evolve Private Wealth first reported a position in TXNM Energy Inc in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's TXNM Energy Inc position peaked at $231K in Q4 2025.
385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.