WPA
TXNM

Wealth Preservation Advisors’s TXNM Energy Inc TXNM Stock Holding History

Wealth Preservation 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 		– Sell
-52
Closed -$3.06K – 1215
2025
Q4 		$3.06K Hold
52
– – ﹤0.01% 457
2025
Q3 		$2.94K Sell
52
-23
-31% -$1.3K ﹤0.01% 444
2025
Q2 		$4.22K Hold
75
– – ﹤0.01% 381
2025
Q1 		$4.01K Buy
+75
New +$3.76K ﹤0.01% 402

Other funds holding TXNM

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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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's TXNM Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of TXNM Energy Inc (TXNM) in Q1 2026, closing a stake of 52 shares — an estimated $3.06K sold.

Wealth Preservation Advisors first reported a position in TXNM in Q1 2025 and held it in 4 quarters. The position peaked at $4.22K in Q2 2025. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining TXNM Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 52 TXNM Energy Inc shares in Q1 2026, an estimated $3.06K.
  • Wealth Preservation Advisors first reported a position in TXNM Energy Inc in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's TXNM Energy Inc position peaked at $4.22K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.