NYLIM
TXNM

New York Life Investment Management’s TXNM Energy Inc TXNM Stock Holding History

New York Life 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
2026
Q2 		– Sell
-150,025
Closed -$8.77M – 838
2026
Q1 		$8.77M Sell
150,025
-9,055
-6% -$534K 0.07% 225
2025
Q4 		$9.37M Buy
159,080
+7,080
+5% +$409K 0.08% 210
2025
Q3 		$8.6M Buy
152,000
+8,368
+6% +$475K 0.08% 224
2025
Q2 		$8.09M Buy
+143,632
New +$7.82M 0.08% 230

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York Life Investment Management's TXNM Position: Q2 2026 in Review

New York Life Investment Management sold out of TXNM Energy Inc (TXNM) in Q2 2026, closing a stake of 150,025 shares — an estimated $8.77M sold.

New York Life Investment Management first reported a position in TXNM in Q2 2025 and held it in 4 quarters. The position peaked at $9.37M in Q4 2025. 159 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • New York Life Investment Management reported no remaining TXNM Energy Inc position as of Q2 2026 after selling out during the quarter.
  • New York Life Investment Management sold 150,025 TXNM Energy Inc shares in Q2 2026, an estimated $8.77M.
  • New York Life Investment Management first reported a position in TXNM Energy Inc in Q2 2025 and held it in 4 quarters.
  • New York Life Investment Management's TXNM Energy Inc position peaked at $9.37M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.