RIL
TXNM

Rothschild Investment LLC’s TXNM Energy Inc TXNM Stock Holding History

Rothschild Investment LLC’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 		$6.59K Sell
116
-147
-56% -$8.62K ﹤0.01% 2125
2026
Q1 		$15.4K Buy
263
+17
+7% +$1K ﹤0.01% 1517
2025
Q4 		$14.5K Buy
246
+60
+32% +$3.46K ﹤0.01% 1435
2025
Q3 		$10.5K Sell
186
-4
-2% -$227 ﹤0.01% 1427
2025
Q2 		$10.7K Buy
190
+70
+58% +$3.81K ﹤0.01% 1196
2025
Q1 		$6.42K Buy
120
+50
+71% +$2.51K ﹤0.01% 1327
2024
Q4 		$3.44K Buy
70
+20
+40% +$923 ﹤0.01% 1502
2024
Q3 		$2.19K Buy
50
+30
+150% +$1.22K ﹤0.01% 1676
2024
Q2 		$739 Buy
20
+15
+300% +$559 ﹤0.01% 1825
2024
Q1 		$188 Buy
+5
New +$186 ﹤0.01% 1772

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's TXNM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its TXNM Energy Inc (TXNM) stake by 56% in Q2 2026, selling an estimated $8.62K and leaving 116 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Rothschild Investment LLC first reported a position in TXNM in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.4K in Q1 2026. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Rothschild Investment LLC held 116 shares of TXNM Energy Inc worth $6.59K as of Q2 2026.
  • Rothschild Investment LLC sold 147 TXNM Energy Inc shares in Q2 2026, an estimated $8.62K.
  • TXNM Energy Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2125 holding.
  • Rothschild Investment LLC first reported a position in TXNM Energy Inc in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's TXNM Energy Inc position peaked at $15.4K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.