GAMMA Investing’s TXNM Energy Inc TXNM Stock Holding History

GAMMA Investing’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	$861K	Buy	15,159 +4,472	+42%	+$262K	0.03%	442
2026 Q1	$625K	Buy	10,687 +5,037	+89%	+$297K	0.03%	490
2025 Q4	$333K	Buy	5,650 +639	+13%	+$36.9K	0.02%	715
2025 Q3	$283K	Buy	5,011 +410	+9%	+$23.3K	0.02%	750
2025 Q2	$259K	Buy	4,601 +749	+19%	+$40.8K	0.02%	748
2025 Q1	$206K	Buy	3,852 +625	+19%	+$31.4K	0.02%	750
2024 Q4	$159K	Buy	3,227 +745	+30%	+$34.4K	0.01%	812
2024 Q3	$109K	Buy	2,482 +1,078	+77%	+$43.8K	0.01%	940
2024 Q2	$51.9K	Buy	1,404 +570	+68%	+$21.2K	0.01%	1170
2024 Q1	$31.4K	Buy	834 +430	+106%	+$16K	0.01%	1334
2023 Q4	$14.6K	Buy	+404	New	+$17.3K	﹤0.01%	1689

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 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