SOA Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

SOA Wealth 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	-25	Closed	-$1.47K	–	898
2025 Q4	$1.47K	Hold	25	–	–	﹤0.01%	734
2025 Q3	$1.41K	Hold	25	–	–	﹤0.01%	748
2025 Q2	$1.41K	Hold	25	–	–	﹤0.01%	736
2025 Q1	$1.34K	Hold	25	–	–	﹤0.01%	728
2024 Q4	$1.23K	Hold	25	–	–	﹤0.01%	721
2024 Q3	$1.09K	Hold	25	–	–	﹤0.01%	711
2024 Q2	$924	Hold	25	–	–	﹤0.01%	729
2024 Q1	$941	Hold	25	–	–	﹤0.01%	769
2023 Q4	$1.04K	Hold	25	–	–	﹤0.01%	750
2023 Q3	$1.11K	Hold	25	–	–	﹤0.01%	765
2023 Q2	$1.13K	Hold	25	–	–	﹤0.01%	777
2023 Q1	$1.22K	Hold	25	–	–	﹤0.01%	777
2022 Q4	$1.22K	Hold	25	–	–	﹤0.01%	779
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	806
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	793
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	881
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	856
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	878
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	851
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	795
2020 Q4	$1K	Buy	+25	New	+$1.21K	﹤0.01%	776

Other funds holding TXNM

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

Blackstone Inc New York $39B AUM 18.55% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

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

SOA Wealth Advisors's TXNM Position: Q1 2026 in Review

SOA Wealth Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2026, closing a stake of 25 shares — an estimated $1.47K sold.

SOA Wealth Advisors first reported a position in TXNM in Q4 2020 and held it in 21 quarters. The position peaked at $1.47K in Q4 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

SOA Wealth Advisors reported no remaining TXNM Energy Inc position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 25 TXNM Energy Inc shares in Q1 2026, an estimated $1.47K.
SOA Wealth Advisors first reported a position in TXNM Energy Inc in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's TXNM Energy Inc position peaked at $1.47K in Q4 2025.
380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.