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
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 $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's TXNM Position: Q1 2026 in Review

Lido Advisors increased its TXNM Energy Inc (TXNM) stake by 1.8% in Q1 2026, buying an estimated $6.19K and bringing the position to 6,018 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Lido Advisors first reported a position in TXNM in Q3 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Lido Advisors held 6,018 shares of TXNM Energy Inc worth $352K as of Q1 2026.
  • Lido Advisors bought 105 TXNM Energy Inc shares in Q1 2026, an estimated $6.19K.
  • TXNM Energy Inc made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1484 holding.
  • Lido Advisors first reported a position in TXNM Energy Inc in Q3 2025 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.