Lido Advisors
TXNM

Lido Advisors’s TXNM Energy Inc TXNM Stock Holding History

Lido 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 		$373K Buy
6,570
+552
+9% +$32.4K ﹤0.01% 1636
2026
Q1 		$352K Buy
6,018
+105
+2% +$6.19K ﹤0.01% 1484
2025
Q4 		$336K Buy
5,913
+833
+16% +$48.1K ﹤0.01% 1503
2025
Q3 		$287K Buy
+5,080
New +$288K ﹤0.01% 1506

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lido Advisors's TXNM Position: Q2 2026 in Review

Lido Advisors increased its TXNM Energy Inc (TXNM) stake by 9.2% in Q2 2026, buying an estimated $32.4K and bringing the position to 6,570 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Lido Advisors first reported a position in TXNM in Q3 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Lido Advisors held 6,570 shares of TXNM Energy Inc worth $373K as of Q2 2026.
  • Lido Advisors bought 552 TXNM Energy Inc shares in Q2 2026, an estimated $32.4K.
  • TXNM Energy Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1636 holding.
  • Lido Advisors first reported a position in TXNM Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.