Journey Strategic Wealth’s TXNM Energy Inc TXNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$266K Buy
4,550
+299
+7% +$17.6K 0.01% 608
2025
Q4
$250K Buy
4,251
+374
+10% +$21.6K 0.01% 591
2025
Q3
$219K Sell
3,877
-35
-0.9% -$1.99K 0.01% 621
2025
Q2
$220K Buy
+3,912
New +$213K 0.01% 574

Other funds holding TXNM

Journey Strategic Wealth's TXNM Position: Q1 2026 in Review

Journey Strategic Wealth increased its TXNM Energy Inc (TXNM) stake by 7% in Q1 2026, buying an estimated $17.6K and bringing the position to 4,550 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #608.

Journey Strategic Wealth first reported a position in TXNM in Q2 2025 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Journey Strategic Wealth held 4,550 shares of TXNM Energy Inc worth $266K as of Q1 2026.
  • Journey Strategic Wealth bought 299 TXNM Energy Inc shares in Q1 2026, an estimated $17.6K.
  • TXNM Energy Inc made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #608 holding.
  • Journey Strategic Wealth first reported a position in TXNM Energy Inc in Q2 2025 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.