Prestige Wealth Management Group’s TXNM Energy Inc TXNM Stock Holding History

Prestige Wealth Management Group’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	$2.44K	Hold	43	–	–	﹤0.01%	728
2026 Q1	$2.51K	Hold	43	–	–	﹤0.01%	695
2025 Q4	$2.53K	Hold	43	–	–	﹤0.01%	718
2025 Q3	$2.43K	Hold	43	–	–	﹤0.01%	705
2025 Q2	$2.42K	Hold	43	–	–	﹤0.01%	699
2025 Q1	$2.3K	Hold	43	–	–	﹤0.01%	710
2024 Q4	$2.12K	Hold	43	–	–	﹤0.01%	770
2024 Q3	$1.88K	Hold	43	–	–	﹤0.01%	782
2024 Q2	$1.59K	Hold	43	–	–	﹤0.01%	766
2024 Q1	$1.62K	Hold	43	–	–	﹤0.01%	789
2023 Q4	$1.79K	Sell	43 -35	-45%	-$1.5K	﹤0.01%	768
2023 Q3	$3.48K	Buy	78 +35	+81%	+$1.56K	﹤0.01%	643
2023 Q2	$1.94K	Hold	43	–	–	﹤0.01%	765
2023 Q1	$2.09K	Hold	43	–	–	﹤0.01%	739
2022 Q4	$2.1K	Hold	43	–	–	﹤0.01%	822
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	793
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	809
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	825
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	849
2021 Q3	$2K	Hold	43	–	–	﹤0.01%	839
2021 Q2	$2K	Hold	43	–	–	﹤0.01%	838
2021 Q1	$2K	Hold	43	–	–	﹤0.01%	834
2020 Q4	$2K	Hold	43	–	–	﹤0.01%	805
2020 Q3	$2K	Hold	43	–	–	﹤0.01%	722
2020 Q2	$2K	Hold	43	–	–	﹤0.01%	714
2020 Q1	$2K	Buy	+43	New	+$2.08K	﹤0.01%	696
2019 Q1	–	Sell	-43	Closed	-$2K	–	1171
2018 Q4	$2K	Buy	+43	New	+$1.76K	﹤0.01%	898

Other funds holding TXNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prestige Wealth Management Group's TXNM Position: Q2 2026 in Review

Prestige Wealth Management Group held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 43 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Prestige Wealth Management Group first reported a position in TXNM in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.48K in Q3 2023. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

Prestige Wealth Management Group held 43 shares of TXNM Energy Inc worth $2.44K as of Q2 2026.
Prestige Wealth Management Group left its TXNM Energy Inc share count unchanged in Q2 2026.
TXNM Energy Inc made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #728 holding.
Prestige Wealth Management Group first reported a position in TXNM Energy Inc in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's TXNM Energy Inc position peaked at $3.48K in Q3 2023.
386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.