HGWM
TXNM

Harvest Group Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-5
Closed – – 746
2020
Q4 		$0 Hold
5
– – ﹤0.01% 877
2020
Q3 		$0 Hold
5
– – ﹤0.01% 852
2020
Q2 		$0 Sell
5
-118
-96% -$4.71K ﹤0.01% 891
2020
Q1 		$4K Sell
123
-167
-58% -$8.09K ﹤0.01% 279
2019
Q4 		$14K Sell
290
-12
-4% -$602 0.01% 200
2019
Q3 		$16K Buy
302
+118
+64% +$5.96K 0.02% 190
2019
Q2 		$9K Sell
184
-10
-5% -$477 0.01% 240
2019
Q1 		$9K Buy
+194
New +$8.48K 0.01% 270

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Group Wealth Management's TXNM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of TXNM Energy Inc (TXNM) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in TXNM in Q1 2019 and held it in 8 quarters. The position peaked at $16K in Q3 2019. 254 funds tracked by Wall St. Rank hold TXNM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining TXNM Energy Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 TXNM Energy Inc shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in TXNM Energy Inc in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's TXNM Energy Inc position peaked at $16K in Q3 2019.
  • 254 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.