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Sequoia Financial Advisors’s TXNM Energy Inc TXNM Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-6,622
Closed -$390K – 2084
2025
Q4 		$390K Sell
6,622
-833
-11% -$48.1K ﹤0.01% 1418
2025
Q3 		$422K Buy
+7,455
New +$423K ﹤0.01% 1213

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PCM
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Sequoia Financial Advisors's TXNM Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2026, closing a stake of 6,622 shares — an estimated $390K sold.

Sequoia Financial Advisors first reported a position in TXNM in Q3 2025 and held it in 2 quarters. The position peaked at $422K in Q3 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining TXNM Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,622 TXNM Energy Inc shares in Q1 2026, an estimated $390K.
  • Sequoia Financial Advisors first reported a position in TXNM Energy Inc in Q3 2025 and held it in 2 quarters.
  • Sequoia Financial Advisors's TXNM Energy Inc position peaked at $422K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.