SHP Wealth Management’s TXNM Energy Inc TXNM Stock Holding History

SHP Wealth Management’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	$1.53K	Buy	27 +15	+125%	+$880	﹤0.01%	1469
2026 Q1	$702	Buy	+12	New	+$707	﹤0.01%	1556

Other funds holding TXNM

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

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 Malvern, Pennsylvania $4.68T AUM

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

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

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

Norges Bank Oslo, Norway $1T AUM

SHP Wealth Management's TXNM Position: Q2 2026 in Review

SHP Wealth Management increased its TXNM Energy Inc (TXNM) stake by 125% in Q2 2026, buying an estimated $880 and bringing the position to 27 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

SHP Wealth Management first reported a position in TXNM in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

SHP Wealth Management held 27 shares of TXNM Energy Inc worth $1.53K as of Q2 2026.
SHP Wealth Management bought 15 TXNM Energy Inc shares in Q2 2026, an estimated $880.
TXNM Energy Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1469 holding.
SHP Wealth Management first reported a position in TXNM Energy Inc in Q1 2026 and has held it in 2 quarters since.
385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.