Morgan Stanley
TXNM

Morgan Stanley’s TXNM Energy Inc TXNM Stock Holding History

Morgan Stanley’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 		$86.4M Buy
1,478,197
+751,175
+103% +$44.3M 0.01% 1571
2025
Q4 		$42.8M Buy
727,022
+15,593
+2% +$900K ﹤0.01% 2228
2025
Q3 		$40.2M Sell
711,429
-66,409
-9% -$3.77M ﹤0.01% 2197
2025
Q2 		$43.8M Buy
777,838
+47,669
+7% +$2.6M ﹤0.01% 2050
2025
Q1 		$39M Buy
730,169
+12,376
+2% +$621K ﹤0.01% 2045
2024
Q4 		$35.3M Sell
717,793
-125,250
-15% -$5.78M ﹤0.01% 2167
2024
Q3 		$36.9M Buy
843,043
+49,847
+6% +$2.02M ﹤0.01% 2148
2024
Q2 		$29.3M Buy
793,196
+71,835
+10% +$2.68M ﹤0.01% 2257
2024
Q1 		$27.2M Sell
721,361
-4,927,887
-87% -$183M ﹤0.01% 2358
2023
Q4 		$235M Buy
5,649,248
+4,671,110
+478% +$200M 0.01% 1056
2023
Q3 		$43.6M Sell
978,138
-50,374
-5% -$2.25M ﹤0.01% 1708
2023
Q2 		$46.4M Buy
1,028,512
+27,134
+3% +$1.28M ﹤0.01% 1643
2023
Q1 		$48.7M Buy
1,001,378
+420,731
+72% +$20.6M 0.01% 1567
2022
Q4 		$28.3M Sell
580,647
-186,984
-24% -$8.9M ﹤0.01% 1998
2022
Q3 		$35.1M Sell
767,631
-1,285,105
-63% -$61.1M ﹤0.01% 1607
2022
Q2 		$98.1M Sell
2,052,736
-747,562
-27% -$35M 0.01% 928
2022
Q1 		$133M Buy
2,800,298
+1,039,164
+59% +$47.3M 0.02% 698
2021
Q4 		$80.3M Buy
1,761,134
+24,315
+1% +$1.17M 0.01% 1024
2021
Q3 		$85.9M Buy
1,736,819
+1,355,190
+355% +$66.3M 0.01% 925
2021
Q2 		$18.6M Sell
381,629
-104,618
-22% -$5.15M ﹤0.01% 2239
2021
Q1 		$23.8M Sell
486,247
-84,342
-15% -$4.09M ﹤0.01% 1750
2020
Q4 		$27.7M Buy
570,589
+399,707
+234% +$19.3M ﹤0.01% 1526
2020
Q3 		$7.06M Buy
170,882
+64,924
+61% +$2.71M ﹤0.01% 2366
2020
Q2 		$4.07M Buy
105,958
+50,711
+92% +$2.03M ﹤0.01% 2879
2020
Q1 		$2.1M Sell
55,247
-318,514
-85% -$15.4M ﹤0.01% 3323
2019
Q4 		$19M Buy
373,761
+257,212
+221% +$12.9M ﹤0.01% 1705
2019
Q3 		$6.07M Buy
116,549
+51,122
+78% +$2.58M ﹤0.01% 2654
2019
Q2 		$3.33M Sell
65,427
-487,849
-88% -$23.3M ﹤0.01% 3327
2019
Q1 		$26.2M Buy
553,276
+373,611
+208% +$16.3M 0.01% 1255
2018
Q4 		$7.38M Sell
179,665
-53,200
-23% -$2.18M ﹤0.01% 2456
2018
Q3 		$9.19M Sell
232,865
-52,668
-18% -$2.06M ﹤0.01% 2495
2018
Q2 		$11.1M Sell
285,533
-58,269
-17% -$2.23M ﹤0.01% 2263
2018
Q1 		$13.1M Sell
343,802
-258,343
-43% -$9.46M ﹤0.01% 2076
2017
Q4 		$24.4M Buy
602,145
+308,202
+105% +$13.2M 0.01% 1503
2017
Q3 		$11.8M Buy
293,943
+87,501
+42% +$3.56M ﹤0.01% 2102
2017
Q2 		$7.9M Sell
206,442
-124,848
-38% -$4.75M ﹤0.01% 2400
2017
Q1 		$12.3M Sell
331,290
-103,914
-24% -$3.68M ﹤0.01% 2004
2016
Q4 		$14.9M Buy
435,204
+296,267
+213% +$9.61M ﹤0.01% 1822
2016
Q3 		$4.55M Buy
138,937
+6,233
+5% +$208K ﹤0.01% 2744
2016
Q2 		$4.7M Sell
132,704
-8,493
-6% -$279K ﹤0.01% 2676
2016
Q1 		$4.76M Sell
141,197
-118,458
-46% -$3.79M ﹤0.01% 2578
2015
Q4 		$7.94M Buy
259,655
+104,459
+67% +$2.99M ﹤0.01% 2210
2015
Q3 		$4.35M Sell
155,196
-83,643
-35% -$2.18M ﹤0.01% 2780
2015
Q2 		$5.88M Sell
238,839
-60,408
-20% -$1.62M ﹤0.01% 2639
2015
Q1 		$8.74M Buy
299,247
+245
+0.1% +$7.13K ﹤0.01% 2199
2014
Q4 		$8.86M Buy
299,002
+44,127
+17% +$1.25M ﹤0.01% 2179
2014
Q3 		$6.35M Sell
254,875
-2,077
-0.8% -$55.1K ﹤0.01% 2429
2014
Q2 		$7.54M Buy
256,952
+115,059
+81% +$3.21M ﹤0.01% 2282
2014
Q1 		$3.83M Sell
141,893
-287,520
-67% -$7.27M ﹤0.01% 2826
2013
Q4 		$10.4M Buy
429,413
+94,166
+28% +$2.2M ﹤0.01% 1923
2013
Q3 		$7.59M Buy
335,247
+187,262
+127% +$4.26M ﹤0.01% 2031
2013
Q2 		$3.28M Buy
+147,985
New +$3.38M ﹤0.01% 2720

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's TXNM Position: Q1 2026 in Review

Morgan Stanley increased its TXNM Energy Inc (TXNM) stake by 103% in Q1 2026, buying an estimated $44.3M and bringing the position to 1,478,197 shares worth $86.4M. The position accounts for 0.01% of the portfolio, ranked #1571.

Morgan Stanley first reported a position in TXNM in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q4 2023. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Morgan Stanley held 1,478,197 shares of TXNM Energy Inc worth $86.4M as of Q1 2026.
  • Morgan Stanley bought 751,175 TXNM Energy Inc shares in Q1 2026, an estimated $44.3M.
  • TXNM Energy Inc made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1571 holding.
  • Morgan Stanley first reported a position in TXNM Energy Inc in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's TXNM Energy Inc position peaked at $235M in Q4 2023.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.