True Wealth Design’s TXNM Energy Inc TXNM Stock Holding History

True Wealth Design’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
2026 Q2	$1.53K	Buy	27 +8	+42%	+$469	﹤0.01%	1813
2026 Q1	$1.11K	Buy	+19	New	+$1.12K	﹤0.01%	1768

Other funds holding TXNM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

True Wealth Design's TXNM Position: Q2 2026 in Review

True Wealth Design increased its TXNM Energy Inc (TXNM) stake by 42% in Q2 2026, buying an estimated $469 and bringing the position to 27 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

True Wealth Design first reported a position in TXNM in Q1 2026 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

True Wealth Design held 27 shares of TXNM Energy Inc worth $1.53K as of Q2 2026.
True Wealth Design bought 8 TXNM Energy Inc shares in Q2 2026, an estimated $469.
TXNM Energy Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1813 holding.
True Wealth Design first reported a position in TXNM Energy Inc in Q1 2026 and has held it in 2 quarters since.
385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.