Spirit of America Management Corp’s TXNM Energy Inc TXNM Stock Holding History

Spirit of America Management Corp’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	$318K	Hold	5,600	–	–	0.06%	207
2026 Q1	$327K	Hold	5,600	–	–	0.06%	206
2025 Q4	$330K	Hold	5,600	–	–	0.07%	206
2025 Q3	$317K	Hold	5,600	–	–	0.06%	225
2025 Q2	$315K	Buy	5,600 +400	+8%	+$21.8K	0.07%	223
2025 Q1	$278K	Buy	5,200 +500	+11%	+$25.1K	0.06%	225
2024 Q4	$231K	Buy	4,700 +2,400	+104%	+$111K	0.05%	225
2024 Q3	$101K	Buy	2,300 +1,800	+360%	+$73.1K	0.02%	279
2024 Q2	$18.5K	Buy	+500	New	+$18.6K	﹤0.01%	309

Other funds holding TXNM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Spirit of America Management Corp's TXNM Position: Q2 2026 in Review

Spirit of America Management Corp held its TXNM Energy Inc (TXNM) position steady in Q2 2026 at 5,600 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #207.

Spirit of America Management Corp first reported a position in TXNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $330K in Q4 2025. 183 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

Spirit of America Management Corp held 5,600 shares of TXNM Energy Inc worth $318K as of Q2 2026.
Spirit of America Management Corp left its TXNM Energy Inc share count unchanged in Q2 2026.
TXNM Energy Inc made up 0.06% of Spirit of America Management Corp's portfolio in Q2 2026, its #207 holding.
Spirit of America Management Corp first reported a position in TXNM Energy Inc in Q2 2024 and has held it in 9 quarters since.
Spirit of America Management Corp's TXNM Energy Inc position peaked at $330K in Q4 2025.
183 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.