NIM
TXNM

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

NEOS 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
Q2 		– Sell
-49,658
Closed -$2.66M – 626
2025
Q1 		$2.66M Buy
+49,658
New +$2.49M 0.05% 290

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEOS Investment Management's TXNM Position: Q2 2025 in Review

NEOS Investment Management sold out of TXNM Energy Inc (TXNM) in Q2 2025, closing a stake of 49,658 shares — an estimated $2.66M sold.

NEOS Investment Management first reported a position in TXNM in Q1 2025 and held it in 1 quarter. The position peaked at $2.66M in Q1 2025. 351 funds tracked by Wall St. Rank hold TXNM as of Q2 2025.

  • NEOS Investment Management reported no remaining TXNM Energy Inc position as of Q2 2025 after selling out during the quarter.
  • NEOS Investment Management sold 49,658 TXNM Energy Inc shares in Q2 2025, an estimated $2.66M.
  • NEOS Investment Management first reported a position in TXNM Energy Inc in Q1 2025 and held it in 1 quarter.
  • NEOS Investment Management's TXNM Energy Inc position peaked at $2.66M in Q1 2025.
  • 351 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2025.

Based on NEOS Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.