Steward Partners Investment Advisory’s TXNM Energy Inc TXNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$47.6K Sell
814
-25
-3% -$1.47K ﹤0.01% 2809
2025
Q4
$49.4K Hold
839
﹤0.01% 2673
2025
Q3
$47.4K Sell
839
-22
-3% -$1.25K ﹤0.01% 2632
2025
Q2
$48.5K Sell
861
-853
-50% -$46.4K ﹤0.01% 2500
2025
Q1
$91.7K Buy
1,714
+291
+20% +$14.6K ﹤0.01% 2061
2024
Q4
$70K Buy
1,423
+748
+111% +$34.5K ﹤0.01% 2164
2024
Q3
$29.5K Buy
+675
New +$27.4K ﹤0.01% 2477
2020
Q4
Sell
-73
Closed -$3K 3008
2020
Q3
$3K Hold
73
﹤0.01% 2537
2020
Q2
$3K Hold
73
﹤0.01% 2431
2020
Q1
$2K Hold
73
﹤0.01% 2332
2019
Q4
$3K Hold
73
﹤0.01% 2385
2019
Q3
$3K Hold
73
﹤0.01% 2385
2019
Q2
$3K Buy
+73
New +$3.48K ﹤0.01% 2389
2018
Q4
Sell
-73
Closed -$3K 2227
2018
Q3
$3K Hold
73
﹤0.01% 2306
2018
Q2
$3K Hold
73
﹤0.01% 2158
2018
Q1
$2K Hold
73
﹤0.01% 2055
2017
Q4
$2K Hold
73
﹤0.01% 1733
2017
Q3
$2K Hold
73
﹤0.01% 1534
2017
Q2
$2K Hold
73
﹤0.01% 1453
2017
Q1
$2K Hold
73
﹤0.01% 1338
2016
Q4
$2K Buy
+73
New +$2.37K ﹤0.01% 778

Other funds holding TXNM