Root Financial Partners
TXNM icon

Root Financial Partners’s TXNM Energy Inc TXNM Stock Holding History

Root Financial Partners’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
Q3 		$11.6K Buy
+199
New +$11.5K ﹤0.01% 1847
2026
Q2 		– Sell
-172
Closed -$10.1K – 3346
2026
Q1 		$10.1K Buy
172
+76
+79% +$4.48K ﹤0.01% 1684
2025
Q4 		$5.65K Sell
96
-1
-1% -$58 ﹤0.01% 1727
2025
Q3 		$5.48K Buy
+97
New +$5.5K ﹤0.01% 1692

Other funds holding TXNM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return

Root Financial Partners's TXNM Position: Q3 2026 in Review

Root Financial Partners opened a new position in TXNM Energy Inc (TXNM) in Q3 2026: 199 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TXNM as recently as Q1 2026.

Root Financial Partners first reported a position in TXNM in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold TXNM as of Q3 2026.

  • Root Financial Partners held 199 shares of TXNM Energy Inc worth $11.6K as of Q3 2026.
  • TXNM Energy Inc was a new Root Financial Partners position in Q3 2026.
  • TXNM Energy Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1847 holding.
  • Root Financial Partners first reported a position in TXNM Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.