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 Hold
764
– – 0.01% 335
2024
Q1 		$31.8K Hold
764
– – 0.01% 315
2023
Q4 		$31.8K Buy
+764
New +$32.7K 0.01% 318

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Financial Gravity Asset Management's TXNM Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in TXNM Energy Inc (TXNM) in Q1 2025: 764 shares worth $40.9K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in TXNM as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in TXNM in Q4 2023 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold TXNM as of Q1 2025.

  • Financial Gravity Asset Management held 764 shares of TXNM Energy Inc worth $40.9K as of Q1 2025.
  • TXNM Energy Inc was a new Financial Gravity Asset Management position in Q1 2025.
  • TXNM Energy Inc made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #346 holding.
  • Financial Gravity Asset Management first reported a position in TXNM Energy Inc in Q4 2023 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.