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 $6.73T AUM 46.02% 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 $32.9B AUM 23.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

USA Financial Formulas's TXNM Position: Q4 2025 in Review

USA Financial Formulas sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 1,449 shares — an estimated $81.9K sold.

USA Financial Formulas first reported a position in TXNM in Q2 2016 and held it in 7 quarters. The position peaked at $282K in Q2 2016. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

  • USA Financial Formulas reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,449 TXNM Energy Inc shares in Q4 2025, an estimated $81.9K.
  • USA Financial Formulas first reported a position in TXNM Energy Inc in Q2 2016 and held it in 7 quarters.
  • USA Financial Formulas's TXNM Energy Inc position peaked at $282K in Q2 2016.
  • 378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.