Mackenzie Financial
TXNM

Mackenzie Financial’s TXNM Energy Inc TXNM Stock Holding History

Mackenzie 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
Q1 		– Sell
-6,675
Closed -$393K – 1785
2025
Q4 		$393K Buy
6,675
+512
+8% +$29.6K ﹤0.01% 1292
2025
Q3 		$349K Sell
6,163
-52
-0.8% -$2.95K ﹤0.01% 1358
2025
Q2 		$350K Buy
6,215
+115
+2% +$6.26K ﹤0.01% 1339
2025
Q1 		$326K Sell
6,100
-3
-0% -$151 ﹤0.01% 1354
2024
Q4 		$300K Sell
6,103
-5
-0.1% -$231 ﹤0.01% 1384
2024
Q3 		$267K Buy
6,108
+618
+11% +$25.1K ﹤0.01% 1241
2024
Q2 		$203K Sell
5,490
-5,615
-51% -$209K ﹤0.01% 1337
2024
Q1 		$418K Buy
11,105
+5,633
+103% +$210K ﹤0.01% 1063
2023
Q4 		$228K Sell
5,472
-6
-0.1% -$257 ﹤0.01% 1272
2023
Q3 		$238K Sell
5,478
-105
-2% -$4.69K ﹤0.01% 1220
2023
Q2 		$253K Sell
5,583
-5
-0.1% -$235 ﹤0.01% 1236
2023
Q1 		$272K Sell
5,588
-72,636
-93% -$3.56M ﹤0.01% 1223
2022
Q4 		$3.82M Buy
78,224
+14,160
+22% +$674K 0.01% 560
2022
Q3 		$2.93M Buy
64,064
+10,460
+20% +$498K 0.01% 619
2022
Q2 		$2.56M Buy
53,604
+1,137
+2% +$53.3K ﹤0.01% 664
2022
Q1 		$2.5M Buy
52,467
+14,084
+37% +$641K ﹤0.01% 712
2021
Q4 		$1.75M Buy
38,383
+32,579
+561% +$1.57M ﹤0.01% 791
2021
Q3 		$287K Buy
+5,804
New +$284K ﹤0.01% 1155

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's TXNM Position: Q1 2026 in Review

Mackenzie Financial sold out of TXNM Energy Inc (TXNM) in Q1 2026, closing a stake of 6,675 shares — an estimated $393K sold.

Mackenzie Financial first reported a position in TXNM in Q3 2021 and held it in 18 quarters. The position peaked at $3.82M in Q4 2022. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Mackenzie Financial reported no remaining TXNM Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 6,675 TXNM Energy Inc shares in Q1 2026, an estimated $393K.
  • Mackenzie Financial first reported a position in TXNM Energy Inc in Q3 2021 and held it in 18 quarters.
  • Mackenzie Financial's TXNM Energy Inc position peaked at $3.82M in Q4 2022.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.