SFG
TXNM

Steward Financial Group’s TXNM Energy Inc TXNM Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+17
New +$759 ﹤0.01% 1598
2023
Q2 		– Sell
-27
Closed -$1K – 1038
2023
Q1 		$1K Buy
27
+17
+170% +$834 ﹤0.01% 680
2022
Q4 		$0 Buy
+10
New +$476 ﹤0.01% 854
2022
Q3 		– Sell
-10
Closed – – 1377
2022
Q2 		$0 Buy
+10
New +$469 ﹤0.01% 1435

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's TXNM Position: Q3 2023 in Review

Steward Financial Group opened a new position in TXNM Energy Inc (TXNM) in Q3 2023: 17 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TXNM as recently as Q1 2023.

Steward Financial Group first reported a position in TXNM in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2023. 297 funds tracked by Wall St. Rank hold TXNM as of Q3 2023.

  • Steward Financial Group held 17 shares of TXNM Energy Inc worth $0 as of Q3 2023.
  • TXNM Energy Inc was a new Steward Financial Group position in Q3 2023.
  • TXNM Energy Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1598 holding.
  • Steward Financial Group first reported a position in TXNM Energy Inc in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's TXNM Energy Inc position peaked at $1K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.