Fortitude Family Office’s TXNM Energy Inc TXNM Stock Holding History

Fortitude Family Office’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 Q3	–	Sell	-4	Closed	-$227	–	2761
2026 Q2	$227	Buy	+4	New	+$235	﹤0.01%	2100
2025 Q4	–	Sell	-5	Closed	-$283	–	2161
2025 Q3	$283	Hold	5	–	–	﹤0.01%	1905
2025 Q2	$282	Buy	+5	New	+$272	﹤0.01%	1934
2024 Q1	–	Sell	-77	Closed	-$3.2K	–	1103
2023 Q4	$3.2K	Buy	+77	New	+$3.3K	﹤0.01%	803

Other funds holding TXNM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fortitude Family Office's TXNM Position: Q3 2026 in Review

Fortitude Family Office sold out of TXNM Energy Inc (TXNM) in Q3 2026, closing a stake of 4 shares — an estimated $227 sold.

Fortitude Family Office first reported a position in TXNM in Q4 2023 and held it in 4 quarters. The position peaked at $3.2K in Q4 2023. 34 funds tracked by Wall St. Rank hold TXNM as of Q3 2026.

Fortitude Family Office reported no remaining TXNM Energy Inc position as of Q3 2026 after selling out during the quarter.
Fortitude Family Office sold 4 TXNM Energy Inc shares in Q3 2026, an estimated $227.
Fortitude Family Office first reported a position in TXNM Energy Inc in Q4 2023 and held it in 4 quarters.
Fortitude Family Office's TXNM Energy Inc position peaked at $3.2K in Q4 2023.
34 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.