Shaker Investments’s TXNM Energy Inc TXNM Stock Holding History

Shaker Investments’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 Q4	–	Sell	-7,242	Closed	-$410K	–	107
2025 Q3	$410K	Sell	7,242 -1,705	-19%	-$96.8K	0.16%	82
2025 Q2	$504K	Buy	+8,947	New	+$487K	0.21%	81

Other funds holding TXNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHRC

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Shaker Investments's TXNM Position: Q4 2025 in Review

Shaker Investments sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 7,242 shares — an estimated $410K sold.

Shaker Investments first reported a position in TXNM in Q2 2025 and held it in 2 quarters. The position peaked at $504K in Q2 2025. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

Shaker Investments reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
Shaker Investments sold 7,242 TXNM Energy Inc shares in Q4 2025, an estimated $410K.
Shaker Investments first reported a position in TXNM Energy Inc in Q2 2025 and held it in 2 quarters.
Shaker Investments's TXNM Energy Inc position peaked at $504K in Q2 2025.
378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on Shaker Investments's 13F filing for Q4 2025, filed 30 Jan 2026.