Tortoise Investment Management’s TXNM Energy Inc TXNM Stock Holding History

Tortoise Investment Management’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	-1,729	Closed	-$97.8K	–	1534
2025 Q3	$97.8K	Buy	1,729 +1	+0.1%	+$57	0.01%	313
2025 Q2	$97.3K	Hold	1,728	–	–	0.01%	300
2025 Q1	$92.4K	Hold	1,728	–	–	0.01%	303
2024 Q4	$85K	Hold	1,728	–	–	0.01%	333
2024 Q3	$75.6K	Hold	1,728	–	–	0.01%	347
2024 Q2	$63.9K	Hold	1,728	–	–	0.01%	360
2024 Q1	$65K	Hold	1,728	–	–	0.01%	346
2023 Q4	$71.9K	Hold	1,728	–	–	0.01%	313
2023 Q3	$77.1K	Hold	1,728	–	–	0.01%	297
2023 Q2	$77.9K	Hold	1,728	–	–	0.01%	304
2023 Q1	$84.1K	Hold	1,728	–	–	0.01%	283
2022 Q4	$84.3K	Sell	1,728 -406	-19%	-$19.3K	0.01%	276
2022 Q3	$98K	Hold	2,134	–	–	0.02%	249
2022 Q2	$102K	Hold	2,134	–	–	0.02%	225
2022 Q1	$102K	Hold	2,134	–	–	0.02%	228
2021 Q4	$97K	Hold	2,134	–	–	0.02%	218
2021 Q3	$106K	Hold	2,134	–	–	0.02%	195
2021 Q2	$104K	Hold	2,134	–	–	0.02%	197
2021 Q1	$105K	Hold	2,134	–	–	0.02%	199
2020 Q4	$104K	Hold	2,134	–	–	0.02%	190
2020 Q3	$88K	Hold	2,134	–	–	0.02%	189
2020 Q2	$82K	Hold	2,134	–	–	0.02%	190
2020 Q1	$81K	Hold	2,134	–	–	0.02%	186
2019 Q4	$108K	Hold	2,134	–	–	0.03%	183
2019 Q3	$111K	Hold	2,134	–	–	0.03%	176
2019 Q2	$109K	Hold	2,134	–	–	0.03%	186
2019 Q1	$101K	Hold	2,134	–	–	0.03%	187
2018 Q4	$88K	Hold	2,134	–	–	0.02%	190
2018 Q3	$84K	Hold	2,134	–	–	0.02%	198
2018 Q2	$83K	Hold	2,134	–	–	0.02%	199
2018 Q1	$82K	Hold	2,134	–	–	0.02%	196
2017 Q4	$86K	Hold	2,134	–	–	0.02%	197
2017 Q3	$86K	Hold	2,134	–	–	0.03%	189
2017 Q2	$82K	Hold	2,134	–	–	0.03%	174
2017 Q1	$79K	Hold	2,134	–	–	0.03%	166
2016 Q4	$73K	Hold	2,134	–	–	0.03%	170
2016 Q3	$70K	Hold	2,134	–	–	0.02%	166
2016 Q2	$76K	Hold	2,134	–	–	0.03%	163
2016 Q1	$72K	Sell	2,134 -800	-27%	-$25.6K	0.03%	166
2015 Q4	$90K	Hold	2,934	–	–	0.03%	158
2015 Q3	$82K	Hold	2,934	–	–	0.03%	162
2015 Q2	$72K	Hold	2,934	–	–	0.03%	183
2015 Q1	$86K	Hold	2,934	–	–	0.03%	170
2014 Q4	$87K	Hold	2,934	–	–	0.03%	171
2014 Q3	$73K	Hold	2,934	–	–	0.03%	179
2014 Q2	$86K	Hold	2,934	–	–	0.04%	166
2014 Q1	$79K	Sell	2,934 -700	-19%	-$17.7K	0.04%	159
2013 Q4	$88K	Buy	+3,634	New	+$85K	0.05%	144

Other funds holding TXNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Tortoise Investment Management's TXNM Position: Q4 2025 in Review

Tortoise Investment Management sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 1,729 shares — an estimated $97.8K sold.

Tortoise Investment Management first reported a position in TXNM in Q4 2013 and held it in 48 quarters. The position peaked at $111K in Q3 2019. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

Tortoise Investment Management reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,729 TXNM Energy Inc shares in Q4 2025, an estimated $97.8K.
Tortoise Investment Management first reported a position in TXNM Energy Inc in Q4 2013 and held it in 48 quarters.
Tortoise Investment Management's TXNM Energy Inc position peaked at $111K in Q3 2019.
378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.