GL
TXNM

Governors Lane’s TXNM Energy Inc TXNM Stock Holding History

Governors Lane’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 		$61.3M Buy
1,079,170
+634,756
+143% +$37.2M 5.12% 2
2026
Q1 		$26M Sell
444,414
-457,050
-51% -$26.9M 1.66% 13
2025
Q4 		$53.1M Buy
901,464
+210,195
+30% +$12.1M 3.15% 7
2025
Q3 		$39.1M Buy
691,269
+355,296
+106% +$20.2M 2.99% 7
2025
Q2 		$18.9M Buy
+335,973
New +$18.3M 1.71% 20

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

Governors Lane's TXNM Position: Q2 2026 in Review

Governors Lane increased its TXNM Energy Inc (TXNM) stake by 143% in Q2 2026, buying an estimated $37.2M and bringing the position to 1,079,170 shares worth $61.3M. The position accounts for 5.12% of the portfolio, ranked #2.

Governors Lane first reported a position in TXNM in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Governors Lane held 1,079,170 shares of TXNM Energy Inc worth $61.3M as of Q2 2026.
  • Governors Lane bought 634,756 TXNM Energy Inc shares in Q2 2026, an estimated $37.2M.
  • TXNM Energy Inc made up 5.12% of Governors Lane's portfolio in Q2 2026, its #2 holding.
  • Governors Lane first reported a position in TXNM Energy Inc in Q2 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Governors Lane's 13F filing for Q2 2026, filed 14 Aug 2026.