SWM
TXNM

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

Spire 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
2023
Q4 		– Sell
-360
Closed -$16.1K – 2478
2023
Q3 		$16.1K Buy
360
+3
+0.8% +$134 ﹤0.01% 1586
2023
Q2 		$16.1K Sell
357
-14
-4% -$659 ﹤0.01% 1662
2023
Q1 		$18.1K Sell
371
-48
-11% -$2.35K ﹤0.01% 1664
2022
Q4 		$20K Buy
419
+70
+20% +$3.33K ﹤0.01% 1377
2022
Q3 		$16K Buy
+349
New +$16.6K ﹤0.01% 1424

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Spire Wealth Management's TXNM Position: Q4 2023 in Review

Spire Wealth Management sold out of TXNM Energy Inc (TXNM) in Q4 2023, closing a stake of 360 shares — an estimated $16.1K sold.

Spire Wealth Management first reported a position in TXNM in Q3 2022 and held it in 5 quarters. The position peaked at $20K in Q4 2022. 299 funds tracked by Wall St. Rank hold TXNM as of Q4 2023.

  • Spire Wealth Management reported no remaining TXNM Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 360 TXNM Energy Inc shares in Q4 2023, an estimated $16.1K.
  • Spire Wealth Management first reported a position in TXNM Energy Inc in Q3 2022 and held it in 5 quarters.
  • Spire Wealth Management's TXNM Energy Inc position peaked at $20K in Q4 2022.
  • 299 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.