FGA
TXNM

Fortis Group Advisors’s TXNM Energy Inc TXNM Stock Holding History

Fortis Group Advisors’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 		$22.7K Hold
400
– – ﹤0.01% 335
2026
Q1 		$23.4K Hold
400
– – ﹤0.01% 335
2025
Q4 		$23.6K Hold
400
– – ﹤0.01% 328
2025
Q3 		$22.6K Hold
400
– – ﹤0.01% 286
2025
Q2 		$22.5K Hold
400
– – ﹤0.01% 280
2025
Q1 		$21.4K Hold
400
– – ﹤0.01% 250
2024
Q4 		$19.7K Hold
400
– – ﹤0.01% 257
2024
Q3 		$17.5K Hold
400
– – ﹤0.01% 256
2024
Q2 		$14.8K Hold
400
– – ﹤0.01% 261
2024
Q1 		$15.1K Sell
400
-400
-50% -$14.9K ﹤0.01% 280
2023
Q4 		$33.3K Buy
800
+400
+100% +$17.1K 0.01% 190
2023
Q3 		$17.8K Buy
+400
New +$17.9K 0.01% 183
2020
Q3 		$16K Buy
+400
New +$16.7K ﹤0.01% 257

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fortis Group Advisors's TXNM Position: Q2 2026 in Review

Fortis Group Advisors held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 400 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Fortis Group Advisors first reported a position in TXNM in Q3 2020 and has held it in 13 quarters since. The position peaked at $33.3K in Q4 2023. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Fortis Group Advisors held 400 shares of TXNM Energy Inc worth $22.7K as of Q2 2026.
  • Fortis Group Advisors left its TXNM Energy Inc share count unchanged in Q2 2026.
  • TXNM Energy Inc made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #335 holding.
  • Fortis Group Advisors first reported a position in TXNM Energy Inc in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's TXNM Energy Inc position peaked at $33.3K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.