Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
–
2829
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
GF
Gabelli Funds
Rye, New York
$14.8B AUM
32.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
DKCM
Davidson Kempner Capital Management
New York
$4.65B AUM
56.47%
1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston, Massachusetts
$39.1B AUM
28.69%
1-Year Est. Return
GI
GAMCO Investors
Greenwich, Connecticut
$10.2B AUM
30.27%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close