LPL Financial
TXNM

LPL Financial’s TXNM Energy Inc TXNM Stock Holding History

LPL Financial’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 		$335K Sell
5,892
-587
-9% -$34.4K ﹤0.01% 5364
2026
Q1 		$379K Sell
6,479
-332
-5% -$19.6K ﹤0.01% 5017
2025
Q4 		$401K Sell
6,811
-279
-4% -$16.1K ﹤0.01% 4921
2025
Q3 		$401K Sell
7,090
-239
-3% -$13.6K ﹤0.01% 4810
2025
Q2 		$413K Sell
7,329
-2,201
-23% -$120K ﹤0.01% 4534
2025
Q1 		$510K Sell
9,530
-20
-0.2% -$1K ﹤0.01% 4159
2024
Q4 		$470K Buy
9,550
+2,254
+31% +$104K ﹤0.01% 4157
2024
Q3 		$319K Buy
7,296
+160
+2% +$6.5K ﹤0.01% 4375
2024
Q2 		$264K Buy
+7,136
New +$266K ﹤0.01% 4366
2023
Q2 		– Sell
-5,515
Closed -$268K – 4706
2023
Q1 		$268K Sell
5,515
-16
-0.3% -$785 ﹤0.01% 3825
2022
Q4 		$270K Sell
5,531
-631
-10% -$30K ﹤0.01% 3733
2022
Q3 		$282K Sell
6,162
-730
-11% -$34.7K ﹤0.01% 3645
2022
Q2 		$329K Buy
6,892
+421
+7% +$19.7K ﹤0.01% 3563
2022
Q1 		$308K Buy
6,471
+378
+6% +$17.2K ﹤0.01% 3550
2021
Q4 		$278K Buy
+6,093
New +$293K ﹤0.01% 3734
2020
Q4 		– Sell
-16,099
Closed -$665K – 3882
2020
Q3 		$665K Buy
16,099
+483
+3% +$20.1K ﹤0.01% 2236
2020
Q2 		$600K Buy
15,616
+190
+1% +$7.59K ﹤0.01% 2231
2020
Q1 		$586K Sell
15,426
-145
-0.9% -$7.03K ﹤0.01% 2001
2019
Q4 		$790K Buy
15,571
+317
+2% +$15.9K ﹤0.01% 2015
2019
Q3 		$794K Buy
15,254
+536
+4% +$27.1K ﹤0.01% 1896
2019
Q2 		$749K Sell
14,718
-329
-2% -$15.7K ﹤0.01% 1944
2019
Q1 		$712K Sell
15,047
-2,489
-14% -$109K ﹤0.01% 1912
2018
Q4 		$721K Buy
17,536
+1,364
+8% +$55.9K ﹤0.01% 1758
2018
Q3 		$638K Sell
16,172
-90
-0.6% -$3.53K ﹤0.01% 2040
2018
Q2 		$633K Buy
16,262
+538
+3% +$20.6K ﹤0.01% 1986
2018
Q1 		$601K Sell
15,724
-770
-5% -$28.2K ﹤0.01% 1990
2017
Q4 		$667K Sell
16,494
-3,003
-15% -$129K ﹤0.01% 1811
2017
Q3 		$786K Buy
19,497
+665
+4% +$27K ﹤0.01% 1612
2017
Q2 		$720K Buy
18,832
+81
+0.4% +$3.08K ﹤0.01% 1606
2017
Q1 		$696K Buy
18,751
+2,534
+16% +$89.6K ﹤0.01% 1524
2016
Q4 		$551K Buy
16,217
+90
+0.6% +$2.92K ﹤0.01% 1674
2016
Q3 		$510K Sell
16,127
-800
-5% -$26.8K ﹤0.01% 1697
2016
Q2 		$610K Buy
16,927
+1,181
+8% +$38.8K 0.01% 1503
2016
Q1 		$515K Sell
15,746
-2,244
-12% -$71.8K ﹤0.01% 2145
2015
Q4 		$550K Buy
17,990
+9,907
+123% +$284K ﹤0.01% 2132
2015
Q3 		$227K Sell
8,083
-725
-8% -$18.9K ﹤0.01% 2423
2015
Q2 		$223K Buy
8,808
+640
+8% +$17.1K ﹤0.01% 2548
2015
Q1 		$240K Hold
8,168
– – ﹤0.01% 2421
2014
Q4 		$242K Sell
8,168
-300
-4% -$8.5K ﹤0.01% 2346
2014
Q3 		$213K Hold
8,468
– – ﹤0.01% 2410
2014
Q2 		$248K Sell
8,468
-108
-1% -$3.02K ﹤0.01% 2336
2014
Q1 		$232K Buy
+8,576
New +$217K ﹤0.01% 2324

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial's TXNM Position: Q2 2026 in Review

LPL Financial reduced its TXNM Energy Inc (TXNM) stake by 9.1% in Q2 2026, selling an estimated $34.4K and leaving 5,892 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #5364.

LPL Financial first reported a position in TXNM in Q1 2014 and has held it in 42 quarters since. The position peaked at $794K in Q3 2019. 148 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • LPL Financial held 5,892 shares of TXNM Energy Inc worth $335K as of Q2 2026.
  • LPL Financial sold 587 TXNM Energy Inc shares in Q2 2026, an estimated $34.4K.
  • TXNM Energy Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5364 holding.
  • LPL Financial first reported a position in TXNM Energy Inc in Q1 2014 and has held it in 42 quarters since.
  • LPL Financial's TXNM Energy Inc position peaked at $794K in Q3 2019.
  • 148 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.