Sandy Spring Bank’s TXNM Energy Inc TXNM Stock Holding History

Sandy Spring Bank’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
2025 Q1	$10.6K	Hold	199	–	–	﹤0.01%	826
2024 Q4	$9.79K	Hold	199	–	–	﹤0.01%	860
2024 Q3	$8.71K	Hold	199	–	–	﹤0.01%	877
2024 Q2	$7.36K	Hold	199	–	–	﹤0.01%	928
2024 Q1	$7.49K	Hold	199	–	–	﹤0.01%	898
2023 Q4	$8.28K	Hold	199	–	–	﹤0.01%	850
2023 Q3	$8.88K	Hold	199	–	–	﹤0.01%	834
2023 Q2	$8.97K	Hold	199	–	–	﹤0.01%	859
2023 Q1	$9.69K	Hold	199	–	–	﹤0.01%	830
2022 Q4	$9.71K	Hold	199	–	–	﹤0.01%	828
2022 Q3	$9K	Hold	199	–	–	﹤0.01%	838
2022 Q2	$10K	Hold	199	–	–	﹤0.01%	845
2022 Q1	$9K	Hold	199	–	–	﹤0.01%	884
2021 Q4	$9K	Hold	199	–	–	﹤0.01%	937
2021 Q3	$10K	Hold	199	–	–	﹤0.01%	881
2021 Q2	$10K	Hold	199	–	–	﹤0.01%	904
2021 Q1	$10K	Hold	199	–	–	﹤0.01%	799
2020 Q4	$10K	Hold	199	–	–	﹤0.01%	756
2020 Q3	$8K	Hold	199	–	–	﹤0.01%	708
2020 Q2	$8K	Buy	+199	New	+$7.95K	﹤0.01%	731

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

Sandy Spring Bank's TXNM Position: Q1 2025 in Review

Sandy Spring Bank held its TXNM Energy Inc (TXNM) position steady in Q1 2025 at 199 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Sandy Spring Bank first reported a position in TXNM in Q2 2020 and has held it in 20 quarters since. 323 funds tracked by Wall St. Rank hold TXNM as of Q1 2025.

Sandy Spring Bank held 199 shares of TXNM Energy Inc worth $10.6K as of Q1 2025.
Sandy Spring Bank left its TXNM Energy Inc share count unchanged in Q1 2025.
TXNM Energy Inc made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #826 holding.
Sandy Spring Bank first reported a position in TXNM Energy Inc in Q2 2020 and has held it in 20 quarters since.
323 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.