Moody Lynn & Lieberson’s TXNM Energy Inc TXNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$680K Buy
11,976
+152
+1% +$8.91K 0.04% 148
2026
Q1
$691K Sell
11,824
-20
-0.2% -$1.18K 0.04% 150
2025
Q4
$697K Sell
11,844
-716
-6% -$41.3K 0.04% 147
2025
Q3
$710K Buy
12,560
+266
+2% +$15.1K 0.04% 145
2025
Q2
$692K Sell
12,294
-71
-0.6% -$3.87K 0.04% 150
2025
Q1
$661K Hold
12,365
0.04% 149
2024
Q4
$608K Buy
12,365
+3
+0% +$139 0.04% 152
2024
Q3
$541K Hold
12,362
0.03% 167
2024
Q2
$457K Hold
12,362
0.03% 173
2024
Q1
$465K Buy
12,362
+20
+0.2% +$744 0.03% 168
2023
Q4
$513K Buy
12,342
+34
+0.3% +$1.46K 0.04% 155
2023
Q3
$549K Sell
12,308
-47
-0.4% -$2.1K 0.05% 137
2023
Q2
$557K Sell
12,355
-179
-1% -$8.43K 0.05% 142
2023
Q1
$610K Buy
12,534
+105
+0.8% +$5.15K 0.05% 137
2022
Q4
$606K Sell
12,429
-342
-3% -$16.3K 0.06% 140
2022
Q3
$584K Hold
12,771
0.06% 133
2022
Q2
$610K Sell
12,771
-60
-0.5% -$2.81K 0.05% 135
2022
Q1
$612K Buy
12,831
+121
+1% +$5.5K 0.04% 142
2021
Q4
$580K Buy
12,710
+23
+0.2% +$1.11K 0.04% 157
2021
Q3
$628K Hold
12,687
0.05% 147
2021
Q2
$619K Hold
12,687
0.05% 141
2021
Q1
$622K Buy
12,687
+38
+0.3% +$1.84K 0.05% 141
2020
Q4
$614K Buy
12,649
+367
+3% +$17.7K 0.05% 138
2020
Q3
$508K Sell
12,282
-390
-3% -$16.3K 0.05% 137
2020
Q2
$487K Hold
12,672
0.05% 129
2020
Q1
$482 Sell
12,672
-343
-3% -$16.6K 0.07% 106
2019
Q4
$660K Sell
13,015
-845
-6% -$42.4K 0.06% 136
2019
Q3
$722K Buy
13,860
+50
+0.4% +$2.52K 0.08% 114
2019
Q2
$703K Sell
13,810
-340
-2% -$16.2K 0.08% 125
2019
Q1
$670K Sell
14,150
-492
-3% -$21.5K 0.08% 119
2018
Q4
$602K Hold
14,642
0.08% 118
2018
Q3
$578K Sell
14,642
-34
-0.2% -$1.33K 0.06% 145
2018
Q2
$571K Sell
14,676
-260
-2% -$9.96K 0.07% 140
2018
Q1
$571K Sell
14,936
-194
-1% -$7.11K 0.07% 135
2017
Q4
$570K Buy
15,130
+320
+2% +$13.7K 0.06% 150
2017
Q3
$597K Sell
14,810
-67
-0.5% -$2.72K 0.07% 140
2017
Q2
$569K Buy
14,877
+555
+4% +$21.1K 0.07% 143
2017
Q1
$530K Buy
14,322
+22
+0.2% +$778 0.07% 117
2016
Q4
$490K Sell
14,300
-94
-0.7% -$3.05K 0.07% 114
2016
Q3
$471K Sell
14,394
-436
-3% -$14.6K 0.08% 115
2016
Q2
$526K Buy
14,830
+144
+1% +$4.73K 0.09% 96
2016
Q1
$495K Sell
14,686
-426
-3% -$13.6K 0.08% 108
2015
Q4
$462K Buy
15,112
+251
+2% +$7.19K 0.07% 125
2015
Q3
$417K Buy
14,861
+2,764
+23% +$72.1K 0.08% 121
2015
Q2
$298K Sell
12,097
-16
-0.1% -$428 0.05% 162
2015
Q1
$354K Buy
12,113
+183
+2% +$5.33K 0.06% 136
2014
Q4
$353K Sell
11,930
-444
-4% -$12.6K 0.05% 144
2014
Q3
$308K Hold
12,374
0.05% 143
2014
Q2
$363K Sell
12,374
-363
-3% -$10.1K 0.05% 136
2014
Q1
$344K Buy
+12,737
New +$322K 0.05% 144

Other funds holding TXNM

Moody Lynn & Lieberson's TXNM Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its TXNM Energy Inc (TXNM) stake by 1.3% in Q2 2026, buying an estimated $8.91K and bringing the position to 11,976 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #148.

Moody Lynn & Lieberson first reported a position in TXNM in Q1 2014 and has held it in 50 quarters since. The position peaked at $722K in Q3 2019. 65 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Moody Lynn & Lieberson held 11,976 shares of TXNM Energy Inc worth $680K as of Q2 2026.
  • Moody Lynn & Lieberson bought 152 TXNM Energy Inc shares in Q2 2026, an estimated $8.91K.
  • TXNM Energy Inc made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #148 holding.
  • Moody Lynn & Lieberson first reported a position in TXNM Energy Inc in Q1 2014 and has held it in 50 quarters since.
  • Moody Lynn & Lieberson's TXNM Energy Inc position peaked at $722K in Q3 2019.
  • 65 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.