PS
TXNM

Principal Securities’s TXNM Energy Inc TXNM Stock Holding History

Principal Securities’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
Q4 		– Sell
-243
Closed -$13.7K – 3641
2025
Q3 		$13.7K Buy
243
+37
+18% +$2.1K ﹤0.01% 2590
2025
Q2 		$11.6K Buy
206
+6
+3% +$327 ﹤0.01% 2561
2025
Q1 		$9.83K Hold
200
– – ﹤0.01% 2532
2024
Q4 		$9.83K Hold
200
– – ﹤0.01% 2528
2024
Q3 		$8.75K Buy
+200
New +$8.12K ﹤0.01% 2495

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Securities's TXNM Position: Q4 2025 in Review

Principal Securities sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 243 shares — an estimated $13.7K sold.

Principal Securities first reported a position in TXNM in Q3 2024 and held it in 5 quarters. The position peaked at $13.7K in Q3 2025. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

  • Principal Securities reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 243 TXNM Energy Inc shares in Q4 2025, an estimated $13.7K.
  • Principal Securities first reported a position in TXNM Energy Inc in Q3 2024 and held it in 5 quarters.
  • Principal Securities's TXNM Energy Inc position peaked at $13.7K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.