GI
TXNM

Gradient Investments’s TXNM Energy Inc TXNM Stock Holding History

Gradient Investments’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
2020
Q1 		– Sell
-374
Closed -$19K – 1264
2019
Q4 		$19K Buy
+374
New +$18.8K ﹤0.01% 576
2018
Q2 		– Sell
-240
Closed -$9K – 1161
2018
Q1 		$9K Buy
+240
New +$8.79K ﹤0.01% 650
2013
Q4 		– Sell
-21
Closed – – 675
2013
Q3 		$0 Hold
21
– – ﹤0.01% 600
2013
Q2 		$0 Buy
+21
New +$479 ﹤0.01% 498

Other funds holding TXNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments's TXNM Position: Q1 2020 in Review

Gradient Investments sold out of TXNM Energy Inc (TXNM) in Q1 2020, closing a stake of 374 shares — an estimated $19K sold.

Gradient Investments first reported a position in TXNM in Q2 2013 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 245 funds tracked by Wall St. Rank hold TXNM as of Q1 2020.

  • Gradient Investments reported no remaining TXNM Energy Inc position as of Q1 2020 after selling out during the quarter.
  • Gradient Investments sold 374 TXNM Energy Inc shares in Q1 2020, an estimated $19K.
  • Gradient Investments first reported a position in TXNM Energy Inc in Q2 2013 and held it in 4 quarters.
  • Gradient Investments's TXNM Energy Inc position peaked at $19K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.