Kestra Advisory Services’s TXNM Energy Inc TXNM Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,255	Closed	-$73.9K	–	4503
2025 Q4	$73.9K	Buy	+1,255	New	+$72.4K	﹤0.01%	3665

Other funds holding TXNM

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Blackstone Inc New York $39B AUM 18.55% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

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

Kestra Advisory Services's TXNM Position: Q1 2026 in Review

Kestra Advisory Services sold out of TXNM Energy Inc (TXNM) in Q1 2026, closing a stake of 1,255 shares — an estimated $73.9K sold.

Kestra Advisory Services first reported a position in TXNM in Q4 2025 and held it in 1 quarter. The position peaked at $73.9K in Q4 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

Kestra Advisory Services reported no remaining TXNM Energy Inc position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,255 TXNM Energy Inc shares in Q1 2026, an estimated $73.9K.
Kestra Advisory Services first reported a position in TXNM Energy Inc in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's TXNM Energy Inc position peaked at $73.9K in Q4 2025.
380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.