PWP
TXNM

Phillips Wealth Planners’s TXNM Energy Inc TXNM Stock Holding History

Phillips Wealth Planners’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
Q3 		– Sell
-4,134
Closed -$233K – 215
2025
Q2 		$233K Buy
4,134
+76
+2% +$4.14K 0.21% 163
2025
Q1 		$210K Sell
4,058
-920
-18% -$46.2K 0.22% 166
2024
Q4 		$231K Sell
4,978
-6
-0.1% -$277 0.23% 154
2024
Q3 		$218K Buy
+4,984
New +$202K 0.21% 176

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phillips Wealth Planners's TXNM Position: Q3 2025 in Review

Phillips Wealth Planners sold out of TXNM Energy Inc (TXNM) in Q3 2025, closing a stake of 4,134 shares — an estimated $233K sold.

Phillips Wealth Planners first reported a position in TXNM in Q3 2024 and held it in 4 quarters. The position peaked at $233K in Q2 2025. 365 funds tracked by Wall St. Rank hold TXNM as of Q3 2025.

  • Phillips Wealth Planners reported no remaining TXNM Energy Inc position as of Q3 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 4,134 TXNM Energy Inc shares in Q3 2025, an estimated $233K.
  • Phillips Wealth Planners first reported a position in TXNM Energy Inc in Q3 2024 and held it in 4 quarters.
  • Phillips Wealth Planners's TXNM Energy Inc position peaked at $233K in Q2 2025.
  • 365 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2025.

Based on Phillips Wealth Planners's 13F filing for Q3 2025, filed 7 Nov 2025.