WFI
TXNM

West Family Investments’s TXNM Energy Inc TXNM Stock Holding History

West Family Investments’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
2024
Q1 		– Sell
-6,798
Closed -$283K – 275
2023
Q4 		$283K Buy
+6,798
New +$291K 0.1% 163
2023
Q3 		– Sell
-6,445
Closed -$291K – 260
2023
Q2 		$291K Sell
6,445
-493
-7% -$23.2K 0.11% 160
2023
Q1 		$338K Sell
6,938
-78
-1% -$3.83K 0.13% 116
2022
Q4 		$342K Buy
+7,016
New +$334K 0.12% 143

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

West Family Investments's TXNM Position: Q1 2024 in Review

West Family Investments sold out of TXNM Energy Inc (TXNM) in Q1 2024, closing a stake of 6,798 shares — an estimated $283K sold.

West Family Investments first reported a position in TXNM in Q4 2022 and held it in 4 quarters. The position peaked at $342K in Q4 2022. 276 funds tracked by Wall St. Rank hold TXNM as of Q1 2024.

  • West Family Investments reported no remaining TXNM Energy Inc position as of Q1 2024 after selling out during the quarter.
  • West Family Investments sold 6,798 TXNM Energy Inc shares in Q1 2024, an estimated $283K.
  • West Family Investments first reported a position in TXNM Energy Inc in Q4 2022 and held it in 4 quarters.
  • West Family Investments's TXNM Energy Inc position peaked at $342K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2024.

Based on West Family Investments's 13F filing for Q1 2024, filed 13 May 2024.