WA
TXNM

Whipplewood Advisors’s TXNM Energy Inc TXNM Stock Holding History

Whipplewood 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
Q2 		– Sell
-37
Closed -$2.16K – 1058
2026
Q1 		$2.16K Buy
+37
New +$2.18K ﹤0.01% 762
2025
Q3 		– Sell
-37
Closed -$2.08K – 1199
2025
Q2 		$2.08K Buy
37
+35
+1,750% +$1.91K ﹤0.01% 869
2025
Q1 		$1.98K Sell
2
-35
-95% -$1.76K ﹤0.01% 890
2024
Q4 		$1.82K Buy
+37
New +$1.71K ﹤0.01% 901

Other funds holding TXNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Whipplewood Advisors's TXNM Position: Q2 2026 in Review

Whipplewood Advisors sold out of TXNM Energy Inc (TXNM) in Q2 2026, closing a stake of 37 shares — an estimated $2.16K sold.

Whipplewood Advisors first reported a position in TXNM in Q4 2024 and held it in 4 quarters. The position peaked at $2.16K in Q1 2026. 385 funds tracked by Wall St. Rank hold TXNM as of Q2 2026.

  • Whipplewood Advisors reported no remaining TXNM Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 37 TXNM Energy Inc shares in Q2 2026, an estimated $2.16K.
  • Whipplewood Advisors first reported a position in TXNM Energy Inc in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's TXNM Energy Inc position peaked at $2.16K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.