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
RRAM
COPPSERS
CIEC
AA
AB
PFSRSONJ
LSERS
TWC
YCM
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.