Position in TXNM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$10,698
-$77 QoQ
Shares Held
183
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $8,128,910 across 33 Utilities - Regulated Electric names. TXNM ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,226 | $3,086,030 | |
| 2 | AEE |
Ameren Corp
|
8,708 | $957,182 | |
| 3 | DUK |
Duke Energy CORP
|
6,063 | $793,888 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,081 | $534,937 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,700 | $312,578 | |
| 6 | ETR |
Entergy Corp /De/
|
2,354 | $264,494 | |
| 7 | SO |
Southern Co
|
2,708 | $261,375 | |
| 8 | CNP |
Centerpoint Energy Inc
|
4,876 | $210,447 |
All Filings in TXNM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,698 | 183 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,775 | 183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,690 | 136 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,997 | 142 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,636 | 68 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,950 | 60 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,100 | 48 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,515 | 41 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $225 | 6 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||