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Marshall & Sterling Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

Marshall & Sterling Wealth 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 		– Sell
-117
Closed -$6.89K – 363
2025
Q4 		$6.89K Hold
117
– – ﹤0.01% 246
2025
Q3 		$6.62K Hold
117
– – ﹤0.01% 447
2025
Q2 		$6.59K Hold
117
– – ﹤0.01% 432
2025
Q1 		$6.26K Hold
117
– – ﹤0.01% 424
2024
Q4 		$5.75K Buy
+117
New +$5.4K ﹤0.01% 250

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Marshall & Sterling Wealth Advisors's TXNM Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2026, closing a stake of 117 shares — an estimated $6.89K sold.

Marshall & Sterling Wealth Advisors first reported a position in TXNM in Q4 2024 and held it in 5 quarters. The position peaked at $6.89K in Q4 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining TXNM Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 117 TXNM Energy Inc shares in Q1 2026, an estimated $6.89K.
  • Marshall & Sterling Wealth Advisors first reported a position in TXNM Energy Inc in Q4 2024 and held it in 5 quarters.
  • Marshall & Sterling Wealth Advisors's TXNM Energy Inc position peaked at $6.89K in Q4 2025.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.