FGAM
TXNM

Financial Gravity Asset Management’s TXNM Energy Inc TXNM Stock Holding History

Financial Gravity Asset 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
2025
Q1 		$40.9K Buy
+764
New +$38.3K 0.01% 346
2024
Q2 		$28.2K Sell
764
-764
-50% -$28.5K 0.01% 335
2024
Q1 		$60.5K Sell
1,528
-13,752
-90% -$512K 0.01% 349
2023
Q4 		$750K Buy
15,280
+764
+5% +$32.7K 0.01% 412
2023
Q3 		$718K Buy
14,516
+13,707
+1,694% +$612K 0.01% 406
2023
Q2 		$650 Buy
809
+45
+6% +$2.12K ﹤0.01% 939
2023
Q1 		$37 Buy
764
+715
+1,459% +$35.1K ﹤0.01% 754
2022
Q4 		$689 Buy
+49
New +$2.33K ﹤0.01% 743

Other funds holding TXNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return