Stifel Financial
TXNM

Stifel Financial’s TXNM Energy Inc TXNM Stock Holding History

Stifel Financial’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
2025
Q4 		– Sell
-18,692
Closed -$1.06M – 3734
2025
Q3 		$1.06M Buy
18,692
+202
+1% +$11.5K ﹤0.01% 2359
2025
Q2 		$1.04M Sell
18,490
-18,335
-50% -$998K ﹤0.01% 2305
2025
Q1 		$1.97M Sell
36,825
-4,481
-11% -$225K ﹤0.01% 1765
2024
Q4 		$2.03M Buy
41,306
+9,940
+32% +$459K ﹤0.01% 1768
2024
Q3 		$1.37M Sell
31,366
-2,347
-7% -$95.3K ﹤0.01% 2014
2024
Q2 		$1.25M Sell
33,713
-1,696
-5% -$63.2K ﹤0.01% 2021
2024
Q1 		$1.33M Buy
+35,409
New +$1.32M ﹤0.01% 2013
2020
Q1 		– Sell
-46,788
Closed -$2.37M – 3112
2019
Q4 		$2.37M Sell
46,788
-33,365
-42% -$1.67M ﹤0.01% 1236
2019
Q3 		$4.17M Buy
80,153
+1,732
+2% +$87.4K 0.01% 911
2019
Q2 		$3.99M Buy
+78,421
New +$3.74M 0.01% 954
2018
Q1 		– Sell
-19,690
Closed -$802K – 2784
2017
Q4 		$802K Sell
19,690
-23,110
-54% -$991K ﹤0.01% 1651
2017
Q3 		$1.73M Buy
42,800
+4,759
+13% +$193K 0.01% 1196
2017
Q2 		$1.46M Buy
38,041
+17,882
+89% +$680K 0.01% 1255
2017
Q1 		$751K Buy
20,159
+932
+5% +$33K ﹤0.01% 1601
2016
Q4 		$659K Sell
19,227
-2,835
-13% -$92K ﹤0.01% 1624
2016
Q3 		$720K Sell
22,062
-1,126
-5% -$37.7K ﹤0.01% 1513
2016
Q2 		$822K Buy
23,188
+1,351
+6% +$44.4K ﹤0.01% 1470
2016
Q1 		$736K Buy
21,837
+396
+2% +$12.7K ﹤0.01% 1385
2015
Q4 		$655K Buy
21,441
+7,412
+53% +$212K ﹤0.01% 1508
2015
Q3 		$393K Buy
14,029
+1,878
+15% +$49K ﹤0.01% 1697
2015
Q2 		$298K Buy
12,151
+637
+6% +$17K ﹤0.01% 1961
2015
Q1 		$336K Buy
11,514
+695
+6% +$20.2K ﹤0.01% 1843
2014
Q4 		$321K Buy
10,819
+1,231
+13% +$34.9K ﹤0.01% 1841
2014
Q3 		$239K Buy
9,588
+1,536
+19% +$40.7K ﹤0.01% 1918
2014
Q2 		$236K Buy
+8,052
New +$225K ﹤0.01% 1913

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's TXNM Position: Q4 2025 in Review

Stifel Financial sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 18,692 shares — an estimated $1.06M sold.

Stifel Financial first reported a position in TXNM in Q2 2014 and held it in 25 quarters. The position peaked at $4.17M in Q3 2019. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

  • Stifel Financial reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 18,692 TXNM Energy Inc shares in Q4 2025, an estimated $1.06M.
  • Stifel Financial first reported a position in TXNM Energy Inc in Q2 2014 and held it in 25 quarters.
  • Stifel Financial's TXNM Energy Inc position peaked at $4.17M in Q3 2019.
  • 378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.