YCM
TXNM

Yaupon Capital Management’s TXNM Energy Inc TXNM Stock Holding History

Yaupon Capital Management’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 		$10.2M Sell
174,858
-85,307
-33% -$5.03M 0.32% 72
2025
Q4 		$15.3M Buy
260,165
+13,787
+6% +$796K 0.55% 60
2025
Q3 		$13.9M Buy
246,378
+96,213
+64% +$5.46M 0.53% 61
2025
Q2 		$8.46M Sell
150,165
-136,809
-48% -$7.45M 0.38% 74
2025
Q1 		$15.3M Sell
286,974
-352,371
-55% -$17.7M 0.79% 51
2024
Q4 		$31.4M Buy
639,345
+315,858
+98% +$14.6M 1.3% 27
2024
Q3 		$14.2M Buy
323,487
+39,341
+14% +$1.6M 0.77% 50
2024
Q2 		$10.5M Buy
+284,146
New +$10.6M 0.53% 60
2024
Q1 		– Sell
-68,336
Closed -$2.54M – 139
2023
Q4 		$2.84M Sell
68,336
-233,599
-77% -$10M 0.24% 80
2023
Q3 		$13.5M Buy
301,935
+168,779
+127% +$7.54M 1.25% 33
2023
Q2 		$6.01M Buy
+133,156
New +$6.27M 0.77% 47
2022
Q4 		– Sell
-186,859
Closed -$8.54M – 109
2022
Q3 		$8.54M Buy
186,859
+50,000
+37% +$2.38M 1.83% 15
2022
Q2 		$6.54M Buy
136,859
+45,305
+49% +$2.12M 2.3% 16
2022
Q1 		$4.36M Sell
91,554
-56,140
-38% -$2.55M 2.37% 15
2021
Q4 		$6.74M Buy
+147,694
New +$7.1M 3.78% 4

Other funds holding TXNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yaupon Capital Management's TXNM Position: Q1 2026 in Review

Yaupon Capital Management reduced its TXNM Energy Inc (TXNM) stake by 33% in Q1 2026, selling an estimated $5.03M and leaving 174,858 shares worth $10.2M. The position accounts for 0.32% of the portfolio, ranked #72.

Yaupon Capital Management first reported a position in TXNM in Q4 2021 and has held it in 15 quarters since. The position peaked at $31.4M in Q4 2024. 380 funds tracked by Wall St. Rank hold TXNM as of Q1 2026.

  • Yaupon Capital Management held 174,858 shares of TXNM Energy Inc worth $10.2M as of Q1 2026.
  • Yaupon Capital Management sold 85,307 TXNM Energy Inc shares in Q1 2026, an estimated $5.03M.
  • TXNM Energy Inc made up 0.32% of Yaupon Capital Management's portfolio in Q1 2026, its #72 holding.
  • Yaupon Capital Management first reported a position in TXNM Energy Inc in Q4 2021 and has held it in 15 quarters since.
  • Yaupon Capital Management's TXNM Energy Inc position peaked at $31.4M in Q4 2024.
  • 380 funds tracked by Wall St. Rank held TXNM Energy Inc as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.