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
VPM
VCM
HI
PCM