JWWM
TXNM

Johnson & White Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-7,767
Closed -$455K – 129
2022
Q4 		$455K Buy
+7,767
New +$370K 0.46% 52

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
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Johnson & White Wealth Management's TXNM Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of TXNM Energy Inc (TXNM) in Q1 2023, closing a stake of 7,767 shares — an estimated $455K sold.

Johnson & White Wealth Management first reported a position in TXNM in Q4 2022 and held it in 1 quarter. The position peaked at $455K in Q4 2022. 290 funds tracked by Wall St. Rank hold TXNM as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining TXNM Energy Inc position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 7,767 TXNM Energy Inc shares in Q1 2023, an estimated $455K.
  • Johnson & White Wealth Management first reported a position in TXNM Energy Inc in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's TXNM Energy Inc position peaked at $455K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.