Ray Dalio’s TXNM Energy Inc TXNM Stock Holding History

Ray Dalio’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 Q1	$4.38M	Buy	+74,919	New	+$4.41M	0.02%	451
2025 Q3	–	Sell	-171,638	Closed	-$9.67M	–	1078
2025 Q2	$9.67M	Sell	171,638 -413,388	-71%	-$22.5M	0.04%	261
2025 Q1	$31.3M	Buy	585,026 +256,572	+78%	+$12.9M	0.15%	127
2024 Q4	$16.2M	Buy	328,454 +283,147	+625%	+$13.1M	0.07%	186
2024 Q3	$1.98M	Sell	45,307 -20,899	-32%	-$849K	0.01%	508
2024 Q2	$2.45M	Buy	+66,206	New	+$2.47M	0.01%	497
2019 Q1	–	Sell	-20,102	Closed	-$826K	–	519
2018 Q4	$826K	Buy	+20,102	New	+$824K	0.01%	356
2018 Q3	–	Sell	-8,914	Closed	-$347K	–	496
2018 Q2	$347K	Sell	8,914 -5,517	-38%	-$211K	﹤0.01%	412
2018 Q1	$552K	Buy	+14,431	New	+$529K	0.01%	385

Other funds holding TXNM

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's TXNM Position: Q1 2026 in Review

Ray Dalio opened a new position in TXNM Energy Inc (TXNM) in Q1 2026: 74,919 shares worth $4.38M. The stake represents 0.02% of the portfolio and ranks #451 among its holdings. This is a return to the name: Ray Dalio previously reported a position in TXNM as recently as Q2 2025.

Ray Dalio first reported a position in TXNM in Q1 2018 and has held it in 9 quarters since. The position peaked at $31.3M in Q1 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

Ray Dalio held 74,919 shares of TXNM Energy Inc worth $4.38M as of Q1 2026.
TXNM Energy Inc was a new Ray Dalio position in Q1 2026.
TXNM Energy Inc made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #451 holding.
Ray Dalio first reported a position in TXNM Energy Inc in Q1 2018 and has held it in 9 quarters since.
Ray Dalio's TXNM Energy Inc position peaked at $31.3M in Q1 2025.
380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.