SWA
TXNM

Sutton Wealth Advisors’s TXNM Energy Inc TXNM Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-10
Closed -$488 – 1597
2022
Q4 		$488 Buy
10
+1
+11% +$48 ﹤0.01% 1497
2022
Q3 		$412 Hold
9
– – ﹤0.01% 1490
2022
Q2 		$430 Hold
9
– – ﹤0.01% 1489
2022
Q1 		$429 Hold
9
– – ﹤0.01% 1505
2021
Q4 		$410 Buy
+9
New +$433 ﹤0.01% 1568

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
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sutton Wealth Advisors's TXNM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2023, closing a stake of 10 shares — an estimated $488 sold.

Sutton Wealth Advisors first reported a position in TXNM in Q4 2021 and held it in 5 quarters. The position peaked at $488 in Q4 2022. 290 funds tracked by Wall St. Rank hold TXNM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining TXNM Energy Inc position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 TXNM Energy Inc shares in Q1 2023, an estimated $488.
  • Sutton Wealth Advisors first reported a position in TXNM Energy Inc in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's TXNM Energy Inc position peaked at $488 in Q4 2022.
  • 290 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.