MIM
TXNM

Morningstar Investment Management’s TXNM Energy Inc TXNM Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-37,041
Closed -$2.1M – 483
2025
Q3 		$2.1M Buy
+37,041
New +$2.1M 0.08% 238

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morningstar Investment Management's TXNM Position: Q4 2025 in Review

Morningstar Investment Management sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 37,041 shares — an estimated $2.1M sold.

Morningstar Investment Management first reported a position in TXNM in Q3 2025 and held it in 1 quarter. The position peaked at $2.1M in Q3 2025. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

  • Morningstar Investment Management reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 37,041 TXNM Energy Inc shares in Q4 2025, an estimated $2.1M.
  • Morningstar Investment Management first reported a position in TXNM Energy Inc in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's TXNM Energy Inc position peaked at $2.1M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.