SVB Wealth’s TXNM Energy Inc TXNM Stock Holding History

SVB Wealth’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	-639	Closed	-$34.2K	–	1693
2025 Q1	$34.2K	Buy	+639	New	+$32.1K	﹤0.01%	628

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 $6.03B AUM 40.55% 1-Year Est. Return

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

SVB Wealth's TXNM Position: Q2 2025 in Review

SVB Wealth sold out of TXNM Energy Inc (TXNM) in Q2 2025, closing a stake of 639 shares — an estimated $34.2K sold.

SVB Wealth first reported a position in TXNM in Q1 2025 and held it in 1 quarter. The position peaked at $34.2K in Q1 2025. 351 funds tracked by Wall St. Rank hold TXNM as of Q2 2025.

SVB Wealth reported no remaining TXNM Energy Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 639 TXNM Energy Inc shares in Q2 2025, an estimated $34.2K.
SVB Wealth first reported a position in TXNM Energy Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's TXNM Energy Inc position peaked at $34.2K in Q1 2025.
351 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.