WBC
TXNM

West Branch Capital’s TXNM Energy Inc TXNM Stock Holding History

West Branch Capital’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
2023
Q2 		– Sell
-230
Closed -$11.2K – 471
2023
Q1 		$11.2K Hold
230
– – 0.01% 278
2022
Q4 		$11.2K Hold
230
– – 0.01% 272
2022
Q3 		$11K Hold
230
– – 0.01% 280
2022
Q2 		$11K Hold
230
– – 0.01% 276
2022
Q1 		$11K Hold
230
– – 0.01% 292
2021
Q4 		$10K Hold
230
– – ﹤0.01% 332
2021
Q3 		$11K Hold
230
– – 0.01% 306
2021
Q2 		$11K Buy
+230
New +$11.3K 0.01% 321

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

West Branch Capital's TXNM Position: Q2 2023 in Review

West Branch Capital sold out of TXNM Energy Inc (TXNM) in Q2 2023, closing a stake of 230 shares — an estimated $11.2K sold.

West Branch Capital first reported a position in TXNM in Q2 2021 and held it in 8 quarters. The position peaked at $11.2K in Q4 2022. 286 funds tracked by Wall St. Rank hold TXNM as of Q2 2023.

  • West Branch Capital reported no remaining TXNM Energy Inc position as of Q2 2023 after selling out during the quarter.
  • West Branch Capital sold 230 TXNM Energy Inc shares in Q2 2023, an estimated $11.2K.
  • West Branch Capital first reported a position in TXNM Energy Inc in Q2 2021 and held it in 8 quarters.
  • West Branch Capital's TXNM Energy Inc position peaked at $11.2K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.