Jefferies Financial Group’s TXNM Energy Inc TXNM Stock Holding History

Jefferies Financial Group’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
2024 Q4	–	Sell	-159,100	Closed	-$6.96M	–	1916
2024 Q3	$6.96M	Buy	159,100 +153,665	+2,827%	+$6.24M	0.05%	245
2024 Q2	$201K	Buy	+5,435	New	+$202K	﹤0.01%	1225
2023 Q3	–	Sell	-23,100	Closed	-$1.04M	–	2052
2023 Q2	$1.04M	Buy	+23,100	New	+$1.09M	0.01%	894
2023 Q1	–	Sell	-10,000	Closed	-$488K	–	2054
2022 Q4	$488K	Buy	+10,000	New	+$476K	﹤0.01%	1066
2019 Q1	–	Sell	-32,485	Closed	-$1.33M	–	54
2018 Q4	$1.33M	Sell	32,485 -3,068	-9%	-$126K	0.16%	33
2018 Q3	$1.4M	Buy	35,553 +4,967	+16%	+$195K	0.11%	66
2018 Q2	$1.19M	Buy	+30,586	New	+$1.17M	0.09%	66
2017 Q4	–	Sell	-8,253	Closed	-$333K	–	140
2017 Q3	$333K	Buy	+8,253	New	+$336K	0.03%	65

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jefferies Financial Group's TXNM Position: Q4 2024 in Review

Jefferies Financial Group sold out of TXNM Energy Inc (TXNM) in Q4 2024, closing a stake of 159,100 shares — an estimated $6.96M sold.

Jefferies Financial Group first reported a position in TXNM in Q3 2017 and held it in 8 quarters. The position peaked at $6.96M in Q3 2024. 301 funds tracked by Wall St. Rank hold TXNM as of Q4 2024.

Jefferies Financial Group reported no remaining TXNM Energy Inc position as of Q4 2024 after selling out during the quarter.
Jefferies Financial Group sold 159,100 TXNM Energy Inc shares in Q4 2024, an estimated $6.96M.
Jefferies Financial Group first reported a position in TXNM Energy Inc in Q3 2017 and held it in 8 quarters.
Jefferies Financial Group's TXNM Energy Inc position peaked at $6.96M in Q3 2024.
301 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.