PWA
TXNM

Physician Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

Physician Wealth Advisors’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 		$1.36K Sell
24
-11
-31% -$645 ﹤0.01% 1691
2026
Q1 		$2.05K Buy
35
+9
+35% +$530 ﹤0.01% 1344
2025
Q4 		$1.53K Buy
26
+9
+53% +$519 ﹤0.01% 1408
2025
Q3 		$962 Buy
+17
New +$965 ﹤0.01% 1607

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Physician Wealth Advisors's TXNM Position: Q2 2026 in Review

Physician Wealth Advisors reduced its TXNM Energy Inc (TXNM) stake by 31% in Q2 2026, selling an estimated $645 and leaving 24 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Physician Wealth Advisors first reported a position in TXNM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.05K in Q1 2026. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Physician Wealth Advisors held 24 shares of TXNM Energy Inc worth $1.36K as of Q2 2026.
  • Physician Wealth Advisors sold 11 TXNM Energy Inc shares in Q2 2026, an estimated $645.
  • TXNM Energy Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1691 holding.
  • Physician Wealth Advisors first reported a position in TXNM Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's TXNM Energy Inc position peaked at $2.05K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.