Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s TXNM Energy Inc TXNM Stock Holding History

Wealthspire Advisors (New York)’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
-531
Closed -$30K – 3003
2025
Q3 		$30K Buy
+531
New +$30.1K ﹤0.01% 1462

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Balyasny Asset Management
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Norges Bank
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Millennium Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
W.H. Reaves & Co
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

Wealthspire Advisors (New York)'s TXNM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of TXNM Energy Inc (TXNM) in Q4 2025, closing a stake of 531 shares — an estimated $30K sold.

Wealthspire Advisors (New York) first reported a position in TXNM in Q3 2025 and held it in 1 quarter. The position peaked at $30K in Q3 2025. 378 funds tracked by Wall St. Rank hold TXNM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining TXNM Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 531 TXNM Energy Inc shares in Q4 2025, an estimated $30K.
  • Wealthspire Advisors (New York) first reported a position in TXNM Energy Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s TXNM Energy Inc position peaked at $30K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.