SFS
TXNM

Sowell Financial Services’s TXNM Energy Inc TXNM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-13
Closed -$1K – 2824
2021
Q1 		$1K Hold
13
– – ﹤0.01% 3032
2020
Q4 		$1K Hold
13
– – ﹤0.01% 2638
2020
Q3 		$1K Sell
13
-6,919
-100% -$289K ﹤0.01% 2454
2020
Q2 		$266K Sell
6,932
-976
-12% -$39K 0.01% 632
2020
Q1 		$301K Buy
7,908
+233
+3% +$11.3K 0.02% 542
2019
Q4 		$389K Buy
7,675
+6,667
+661% +$335K 0.03% 519
2019
Q3 		$52K Buy
+1,008
New +$50.9K ﹤0.01% 987

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sowell Financial Services's TXNM Position: Q2 2021 in Review

Sowell Financial Services sold out of TXNM Energy Inc (TXNM) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in TXNM in Q3 2019 and held it in 7 quarters. The position peaked at $389K in Q4 2019. 261 funds tracked by Wall St. Rank hold TXNM as of Q2 2021.

  • Sowell Financial Services reported no remaining TXNM Energy Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 13 TXNM Energy Inc shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in TXNM Energy Inc in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's TXNM Energy Inc position peaked at $389K in Q4 2019.
  • 261 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.