GWM
TXNM

Graybill Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

Graybill Wealth Management’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
2025
Q2 		– Sell
-299
Closed -$16K – 188
2025
Q1 		$16K Buy
+299
New +$15K 0.01% 128

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graybill Wealth Management's TXNM Position: Q2 2025 in Review

Graybill Wealth Management sold out of TXNM Energy Inc (TXNM) in Q2 2025, closing a stake of 299 shares — an estimated $16K sold.

Graybill Wealth Management first reported a position in TXNM in Q1 2025 and held it in 1 quarter. The position peaked at $16K in Q1 2025. 351 funds tracked by Wall St. Rank hold TXNM as of Q2 2025.

  • Graybill Wealth Management reported no remaining TXNM Energy Inc position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 299 TXNM Energy Inc shares in Q2 2025, an estimated $16K.
  • Graybill Wealth Management first reported a position in TXNM Energy Inc in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's TXNM Energy Inc position peaked at $16K in Q1 2025.
  • 351 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.