Wealth Enhancement Advisory Services
TXNM

Wealth Enhancement Advisory Services’s TXNM Energy Inc TXNM Stock Holding History

Wealth Enhancement Advisory Services’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 		$525K Sell
9,226
-773
-8% -$45.3K ﹤0.01% 2640
2026
Q1 		$588K Sell
9,999
-260
-3% -$15.3K ﹤0.01% 2186
2025
Q4 		$605K Sell
10,259
-22
-0.2% -$1.27K ﹤0.01% 2343
2025
Q3 		$584K Sell
10,281
-254
-2% -$14.4K ﹤0.01% 2238
2025
Q2 		$593K Buy
10,535
+1,600
+18% +$87.1K ﹤0.01% 2101
2025
Q1 		$478K Buy
8,935
+102
+1% +$5.12K ﹤0.01% 2101
2024
Q4 		$434K Buy
8,833
+1,507
+21% +$69.6K ﹤0.01% 2096
2024
Q3 		$321K Sell
7,326
-976
-12% -$39.6K ﹤0.01% 2136
2024
Q2 		$307K Sell
8,302
-586
-7% -$21.8K ﹤0.01% 1966
2024
Q1 		$335K Buy
8,888
+3,290
+59% +$122K ﹤0.01% 1845
2023
Q4 		$233K Sell
5,598
-2,368
-30% -$101K ﹤0.01% 2007
2023
Q3 		$355K Buy
+7,966
New +$356K ﹤0.01% 1634

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Enhancement Advisory Services's TXNM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its TXNM Energy Inc (TXNM) stake by 7.7% in Q2 2026, selling an estimated $45.3K and leaving 9,226 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Wealth Enhancement Advisory Services first reported a position in TXNM in Q3 2023 and has held it in 12 quarters since. The position peaked at $605K in Q4 2025. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,226 shares of TXNM Energy Inc worth $525K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 773 TXNM Energy Inc shares in Q2 2026, an estimated $45.3K.
  • TXNM Energy Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2640 holding.
  • Wealth Enhancement Advisory Services first reported a position in TXNM Energy Inc in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's TXNM Energy Inc position peaked at $605K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.