PWPS
TXNM

Pinnacle Wealth Planning Services’s TXNM Energy Inc TXNM Stock Holding History

Pinnacle Wealth Planning Services’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 		$166K Hold
2,917
– – 0.02% 612
2026
Q1 		$171K Sell
2,917
-70
-2% -$4.13K 0.02% 538
2025
Q4 		$176K Buy
+2,987
New +$172K 0.02% 508
2021
Q1 		– Sell
-113
Closed -$5K – 2019
2020
Q4 		$5K Buy
+113
New +$5.45K ﹤0.01% 1694

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

Pinnacle Wealth Planning Services's TXNM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 2,917 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #612.

Pinnacle Wealth Planning Services first reported a position in TXNM in Q4 2020 and has held it in 4 quarters since. The position peaked at $176K in Q4 2025. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,917 shares of TXNM Energy Inc worth $166K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its TXNM Energy Inc share count unchanged in Q2 2026.
  • TXNM Energy Inc made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #612 holding.
  • Pinnacle Wealth Planning Services first reported a position in TXNM Energy Inc in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's TXNM Energy Inc position peaked at $176K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.