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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JFS Wealth Advisors held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 41 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

JFS Wealth Advisors first reported a position in TXNM in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.42K in Q4 2025. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

JFS Wealth Advisors held 41 shares of TXNM Energy Inc worth $2.33K as of Q2 2026.
JFS Wealth Advisors left its TXNM Energy Inc share count unchanged in Q2 2026.
TXNM Energy Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1560 holding.
JFS Wealth Advisors first reported a position in TXNM Energy Inc in Q2 2022 and has held it in 14 quarters since.
JFS Wealth Advisors's TXNM Energy Inc position peaked at $2.42K in Q4 2025.
385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.