Susquehanna Fundamental Investments’s TXNM Energy Inc TXNM Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-23,570	Closed	-$1.26M	–	1049
2025 Q1	$1.26M	Buy	23,570 +19,370	+461%	+$972K	0.02%	639
2024 Q4	$207K	Buy	+4,200	New	+$194K	﹤0.01%	1003
2021 Q4	–	Sell	-115,414	Closed	-$5.71M	–	1801
2021 Q3	$5.71M	Sell	115,414 -22,469	-16%	-$1.1M	0.1%	266
2021 Q2	$6.72M	Buy	137,883 +20,742	+18%	+$1.02M	0.12%	225
2021 Q1	$5.75M	Buy	117,141 +54,052	+86%	+$2.62M	0.1%	289
2020 Q4	$3.06M	Buy	+63,089	New	+$3.04M	0.06%	485
2019 Q4	–	Sell	-6,050	Closed	-$315K	–	362
2019 Q3	$315K	Buy	6,050 +1,650	+38%	+$83.3K	0.04%	273
2019 Q2	$224K	Sell	4,400 -28,166	-86%	-$1.34M	0.03%	315
2019 Q1	$1.54M	Hold	32,566	–	–	0.18%	168
2018 Q4	$1.34M	Hold	32,566	–	–	0.23%	131
2018 Q3	$1.28M	Sell	32,566 -20,430	-39%	-$800K	0.22%	146
2018 Q2	$2.06M	Buy	+52,996	New	+$2.03M	0.31%	107

Other funds holding TXNM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna Fundamental Investments's TXNM Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of TXNM Energy Inc (TXNM) in Q2 2025, closing a stake of 23,570 shares — an estimated $1.26M sold.

Susquehanna Fundamental Investments first reported a position in TXNM in Q2 2018 and held it in 12 quarters. The position peaked at $6.72M in Q2 2021. 351 funds tracked by Wall St. Rank hold TXNM as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining TXNM Energy Inc position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 23,570 TXNM Energy Inc shares in Q2 2025, an estimated $1.26M.
Susquehanna Fundamental Investments first reported a position in TXNM Energy Inc in Q2 2018 and held it in 12 quarters.
Susquehanna Fundamental Investments's TXNM Energy Inc position peaked at $6.72M in Q2 2021.
351 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.