PWMG
TXNM

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

Private 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 		$15.9K Hold
280
– – ﹤0.01% 446
2026
Q1 		$16.4K Hold
280
– – ﹤0.01% 381
2025
Q4 		$16.5K Hold
280
– – ﹤0.01% 372
2025
Q3 		$15.8K Hold
280
– – ﹤0.01% 395
2025
Q2 		$15.8K Hold
280
– – 0.01% 365
2025
Q1 		$15K Hold
280
– – 0.01% 363
2024
Q4 		$13.8K Hold
280
– – 0.01% 391
2024
Q3 		$12.3K Hold
280
– – ﹤0.01% 399
2024
Q2 		$10.3K Buy
280
+205
+273% +$7.63K ﹤0.01% 435
2024
Q1 		$2.82K Buy
75
+35
+88% +$1.3K ﹤0.01% 832
2023
Q4 		$1.66K Buy
+40
New +$1.71K ﹤0.01% 1060

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

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

Private Wealth Management Group held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 280 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Private Wealth Management Group first reported a position in TXNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.5K in Q4 2025. 386 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Private Wealth Management Group held 280 shares of TXNM Energy Inc worth $15.9K as of Q2 2026.
  • Private Wealth Management Group left its TXNM Energy Inc share count unchanged in Q2 2026.
  • TXNM Energy Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #446 holding.
  • Private Wealth Management Group first reported a position in TXNM Energy Inc in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's TXNM Energy Inc position peaked at $16.5K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.