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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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. 52 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.
  • 52 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.