PWA
TXNM

Principia Wealth Advisory’s TXNM Energy Inc TXNM Stock Holding History

Principia Wealth Advisory’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 		$170 Buy
+3
New +$176 ﹤0.01% 1004
2025
Q4 		– Sell
-2
Closed -$113 – 1050
2025
Q3 		$113 Buy
+2
New +$113 ﹤0.01% 924

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

Principia Wealth Advisory's TXNM Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in TXNM Energy Inc (TXNM) in Q2 2026: 3 shares worth $170. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in TXNM as recently as Q3 2025.

Principia Wealth Advisory first reported a position in TXNM in Q3 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Principia Wealth Advisory held 3 shares of TXNM Energy Inc worth $170 as of Q2 2026.
  • TXNM Energy Inc was a new Principia Wealth Advisory position in Q2 2026.
  • TXNM Energy Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1004 holding.
  • Principia Wealth Advisory first reported a position in TXNM Energy Inc in Q3 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.