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

JFS 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	$2.33K	Hold	41	–	–	﹤0.01%	1560
2026 Q1	$2.4K	Hold	41	–	–	﹤0.01%	1454
2025 Q4	$2.42K	Hold	41	–	–	﹤0.01%	1483
2025 Q3	$2.32K	Hold	41	–	–	﹤0.01%	1406
2025 Q2	$2.31K	Buy	41 +9	+28%	+$490	﹤0.01%	1354
2025 Q1	$1.71K	Buy	32 +8	+33%	+$402	﹤0.01%	1517
2024 Q4	$1.18K	Buy	24 +11	+85%	+$508	﹤0.01%	1642
2024 Q3	$570	Buy	+13	New	+$528	﹤0.01%	1781
2023 Q4	–	Sell	-8	Closed	-$357	–	2049
2023 Q3	$357	Sell	8 -9	-53%	-$402	﹤0.01%	1791
2023 Q2	$767	Hold	17	–	–	﹤0.01%	1675
2023 Q1	$828	Buy	17 +4	+31%	+$196	﹤0.01%	1630
2022 Q4	$634	Buy	13 +3	+30%	+$143	﹤0.01%	1693
2022 Q3	$0	Buy	10 +1	+11%	+$48	﹤0.01%	1959
2022 Q2	$0	Buy	+9	New	+$422	﹤0.01%	1967

Other funds holding TXNM

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return