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Legacy Wealth Asset Management’s TXNM Energy Inc TXNM Stock Holding History

Legacy Wealth Asset 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
2025
Q2 		– Sell
-4,237
Closed -$227K – 363
2025
Q1 		$227K Sell
4,237
-548
-11% -$27.5K 0.06% 325
2024
Q4 		$235K Buy
4,785
+12
+0.3% +$554 0.06% 330
2024
Q3 		$209K Buy
+4,773
New +$194K 0.06% 336

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Wealth Asset Management's TXNM Position: Q2 2025 in Review

Legacy Wealth Asset Management sold out of TXNM Energy Inc (TXNM) in Q2 2025, closing a stake of 4,237 shares — an estimated $227K sold.

Legacy Wealth Asset Management first reported a position in TXNM in Q3 2024 and held it in 3 quarters. The position peaked at $235K in Q4 2024. 351 funds tracked by Wall St. Rank hold TXNM as of Q2 2025.

  • Legacy Wealth Asset Management reported no remaining TXNM Energy Inc position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 4,237 TXNM Energy Inc shares in Q2 2025, an estimated $227K.
  • Legacy Wealth Asset Management first reported a position in TXNM Energy Inc in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Asset Management's TXNM Energy Inc position peaked at $235K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2025, filed 30 Jul 2025.