RFP
TXNM

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
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 		$5.49K Buy
+97
New +$5.5K ﹤0.01% 1692

Other funds holding TXNM

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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

Root Financial Partners's TXNM Position: Q2 2026 in Review

Root Financial Partners sold out of TXNM Energy Inc (TXNM) in Q2 2026, closing a stake of 172 shares — an estimated $10.1K sold.

Root Financial Partners first reported a position in TXNM in Q3 2025 and held it in 3 quarters. The position peaked at $10.1K in Q1 2026. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Root Financial Partners reported no remaining TXNM Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 172 TXNM Energy Inc shares in Q2 2026, an estimated $10.1K.
  • Root Financial Partners first reported a position in TXNM Energy Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TXNM Energy Inc position peaked at $10.1K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.