FGC
TXNM

Financial Gravity Companies’s TXNM Energy Inc TXNM Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$37.6K Hold
764
– – 0.01% 333
2024
Q3 		$33.4K Buy
+764
New +$31K 0.01% 215
2018
Q1 		– Sell
-30
Closed -$1K – 1691
2017
Q4 		$1K Buy
+30
New +$1.29K ﹤0.01% 1251

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Gravity Companies's TXNM Position: Q4 2024 in Review

Financial Gravity Companies held its TXNM Energy Inc (TXNM) position steady in Q4 2024 at 764 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #333.

Financial Gravity Companies first reported a position in TXNM in Q4 2017 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold TXNM as of Q4 2024.

  • Financial Gravity Companies held 764 shares of TXNM Energy Inc worth $37.6K as of Q4 2024.
  • Financial Gravity Companies left its TXNM Energy Inc share count unchanged in Q4 2024.
  • TXNM Energy Inc made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #333 holding.
  • Financial Gravity Companies first reported a position in TXNM Energy Inc in Q4 2017 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.