Greenleaf Trust’s TXNM Energy Inc TXNM Stock Holding History

Greenleaf Trust’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
2023 Q4	–	Sell	-5,334	Closed	-$238K	–	801
2023 Q3	$238K	Buy	+5,334	New	+$238K	﹤0.01%	654

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAM

PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Greenleaf Trust's TXNM Position: Q4 2023 in Review

Greenleaf Trust sold out of TXNM Energy Inc (TXNM) in Q4 2023, closing a stake of 5,334 shares — an estimated $238K sold.

Greenleaf Trust first reported a position in TXNM in Q3 2023 and held it in 1 quarter. The position peaked at $238K in Q3 2023. 299 funds tracked by Wall St. Rank hold TXNM as of Q4 2023.

Greenleaf Trust reported no remaining TXNM Energy Inc position as of Q4 2023 after selling out during the quarter.
Greenleaf Trust sold 5,334 TXNM Energy Inc shares in Q4 2023, an estimated $238K.
Greenleaf Trust first reported a position in TXNM Energy Inc in Q3 2023 and held it in 1 quarter.
Greenleaf Trust's TXNM Energy Inc position peaked at $238K in Q3 2023.
299 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2023.

Based on Greenleaf Trust's 13F filing for Q4 2023, filed 31 Jan 2024.