UFF
TXNM

USA Financial Formulas’s TXNM Energy Inc TXNM Stock Holding History

USA Financial Formulas’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
-1,449
Closed -$81.9K – 480
2025
Q3 		$81.9K Sell
1,449
-150
-9% -$8.51K 0.01% 215
2025
Q2 		$90.1K Sell
1,599
-164
-9% -$8.93K 0.02% 176
2025
Q1 		$94.3K Buy
+1,763
New +$88.5K 0.02% 177
2024
Q2 		– Sell
-2,911
Closed -$110K – 390
2024
Q1 		$110K Buy
+2,911
New +$108K 0.02% 201
2022
Q3 		$3K Buy
64
+29
+83% +$1.38K ﹤0.01% 154
2022
Q2 		$2K Buy
+35
New +$1.64K ﹤0.01% 225
2016
Q3 		– Sell
-7,965
Closed -$282K – 308
2016
Q2 		$282K Buy
+7,965
New +$262K 0.08% 180

Other funds holding TXNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return