HWA
TXNM

Heritage Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

Heritage Wealth Advisors’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 		$2.84K Hold
50
– – ﹤0.01% 613
2026
Q1 		$2.92K Hold
50
– – ﹤0.01% 607
2025
Q4 		$2.94K Hold
50
– – ﹤0.01% 531
2025
Q3 		$2.83K Hold
50
– – ﹤0.01% 504
2025
Q2 		$2.82K Hold
50
– – ﹤0.01% 496
2025
Q1 		$2.67K Hold
50
– – ﹤0.01% 491
2024
Q4 		$2.46K Buy
+50
New +$2.31K ﹤0.01% 546

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

Heritage Wealth Advisors's TXNM Position: Q2 2026 in Review

Heritage Wealth Advisors held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 50 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Heritage Wealth Advisors first reported a position in TXNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94K in Q4 2025. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Heritage Wealth Advisors held 50 shares of TXNM Energy Inc worth $2.84K as of Q2 2026.
  • Heritage Wealth Advisors left its TXNM Energy Inc share count unchanged in Q2 2026.
  • TXNM Energy Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #613 holding.
  • Heritage Wealth Advisors first reported a position in TXNM Energy Inc in Q4 2024 and has held it in 7 quarters since.
  • Heritage Wealth Advisors's TXNM Energy Inc position peaked at $2.94K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.