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Creative Planning TXNM Position History
TXNM Energy, Inc. • Energy
Quarters held
8
Latest value
$4.5M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19K |
| Q3 2025 | $1.4M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.8M |
| Q2 2026 | $19K |
| Q2 2026 | $1.6M |
| Q3 2026 | $20K |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 76.4K | — | — |
| Q3 2026 | $20K | 343 | — | — |
| Q2 2026 | $1.6M | 28.8K | — | — |
| Q2 2026 | $19K | 343 | — | — |
| Q1 2026 | $1.8M | 31.0K | — | — |
| Q4 2025 | $1.7M | 28.2K | — | — |
| Q3 2025 | $1.4M | 24.4K | — | — |
| Q3 2025 | $19K | 343 | — | — |
Other funds holding TXNM
$653M
$611.6M
$550.4M
$550.2M
$471M
$467.7M
$454.2M
$452.4M