First Citizens Bank & Trust’s TXNM Energy Inc TXNM Stock Holding History

First Citizens Bank & Trust’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	$651K	Buy	+11,459	New	+$672K	0.01%	403
2020 Q2	–	Sell	-5,310	Closed	-$202K	–	419
2020 Q1	$202K	Buy	+5,310	New	+$257K	0.02%	290
2019 Q3	–	Sell	-8,926	Closed	-$454K	–	443
2019 Q2	$454K	Buy	8,926 +19	+0.2%	+$906	0.05%	284
2019 Q1	$422K	Buy	8,907 +1,324	+17%	+$57.9K	0.05%	290
2018 Q4	$312K	Buy	7,583 +56	+0.7%	+$2.29K	0.04%	278
2018 Q3	$297K	Sell	7,527 -75	-1%	-$2.94K	0.03%	336
2018 Q2	$296K	Buy	7,602 +386	+5%	+$14.8K	0.04%	344
2018 Q1	$276K	Buy	7,216 +466	+7%	+$17.1K	0.04%	333
2017 Q4	$273K	Buy	6,750 +235	+4%	+$10.1K	0.04%	325
2017 Q3	$263K	Sell	6,515 -4,426	-40%	-$180K	0.03%	361
2017 Q2	$418K	Buy	+10,941	New	+$416K	0.05%	290
2015 Q3	–	Sell	-33,135	Closed	-$815K	–	442
2015 Q2	$815K	Buy	33,135 +1,200	+4%	+$32.1K	0.06%	271
2015 Q1	$933K	Buy	+31,935	New	+$930K	0.06%	222

Other funds holding TXNM

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM