LI
TXNM

LRI Investments’s TXNM Energy Inc TXNM Stock Holding History

LRI Investments’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
Q4 		– Sell
-269
Closed -$15.2K – 1418
2025
Q3 		$15.2K Hold
269
– – ﹤0.01% 781
2025
Q2 		$15.2K Sell
269
-472
-64% -$25.7K ﹤0.01% 756
2025
Q1 		$39.6K Sell
741
-68
-8% -$3.41K ﹤0.01% 570
2024
Q4 		$39.8K Sell
809
-18
-2% -$831 ﹤0.01% 558
2024
Q3 		$37.9K Sell
827
-21
-2% -$853 ﹤0.01% 549
2024
Q2 		$31.3K Buy
848
+603
+246% +$22.5K ﹤0.01% 541
2024
Q1 		$9.22K Buy
+245
New +$9.12K ﹤0.01% 526

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 $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LRI Investments's TXNM Position: Q4 2025 in Review

LRI Investments sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 269 shares — an estimated $15.2K sold.

LRI Investments first reported a position in TXNM in Q1 2024 and held it in 7 quarters. The position peaked at $39.8K in Q4 2024. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

  • LRI Investments reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 269 TXNM Energy Inc shares in Q4 2025, an estimated $15.2K.
  • LRI Investments first reported a position in TXNM Energy Inc in Q1 2024 and held it in 7 quarters.
  • LRI Investments's TXNM Energy Inc position peaked at $39.8K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.