UCFA
TXNM

United Capital Financial Advisors’s TXNM Energy Inc TXNM Stock Holding History

United Capital Financial 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
2026
Q1 		$572K Buy
9,785
+4,023
+70% +$237K ﹤0.01% 998
2025
Q4 		$339K Buy
+5,762
New +$333K ﹤0.01% 1119

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's TXNM Position: Q1 2026 in Review

United Capital Financial Advisors increased its TXNM Energy Inc (TXNM) stake by 70% in Q1 2026, buying an estimated $237K and bringing the position to 9,785 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

United Capital Financial Advisors first reported a position in TXNM in Q4 2025 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • United Capital Financial Advisors held 9,785 shares of TXNM Energy Inc worth $572K as of Q1 2026.
  • United Capital Financial Advisors bought 4,023 TXNM Energy Inc shares in Q1 2026, an estimated $237K.
  • TXNM Energy Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #998 holding.
  • United Capital Financial Advisors first reported a position in TXNM Energy Inc in Q4 2025 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.