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Concurrent Investment Advisors, LLC → TXNM
Concurrent Investment Advisors, LLC TXNM Position History
TXNM Energy, Inc. • Energy
Quarters held
4
Latest value
$65K
Q3 2026
Peak value
$271K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $13K |
| Q2 2026 | $271K |
| Q3 2026 | $234K |
| Q3 2026 | $65K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $65K | 1.1K | — | — |
| Q3 2026 | $234K | 4.0K | — | — |
| Q2 2026 | $271K | 4.8K | — | — |
| Q2 2026 | $13K | 231 | — | — |
Other funds holding TXNM
$653M
$611.6M
$550.4M
$550.2M
$471M
$467.7M
$454.2M
$452.4M