WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in TXNM — Txnm Energy Inc

CIK 1632972 PLYMOUTH, MN

Back to TXNM Full portfolio

Position in TXNM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$523,852

-$60,689 QoQ

Shares Held

9,226

-7.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#217

of 382 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in TXNM Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. TXNM ranks #31 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	665,748	$84,270,381
2	NEE	Nextera Energy Inc	755,696	$66,327,437
3	SO	Southern Co	570,498	$54,602,363
4	AEP	American Electric Power Co Inc	282,817	$38,692,193
5	EXC	Exelon Corp	807,705	$37,655,207
6	ED	Consolidated Edison Inc	338,224	$37,417,721
7	XEL	Xcel Energy Inc	401,620	$32,250,086
8	EIX	Edison International	410,379	$30,552,716

All Filings in TXNM

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$523,852	9,226	-7.7%	Shares	Sole	2026-07-15
2026-03-31	$584,541	9,999	-2.5%	Shares	Sole	2026-04-08
2025-12-31	$604,049	10,259	-0.2%	Shares	Sole	2026-01-08
2025-09-30	$581,390	10,281	-2.4%	Shares	Sole	2025-10-29
2025-06-30	$593,331	10,535	+17.9%	Shares	Sole	2025-07-10
2025-03-31	$477,843	8,935	+1.2%	Shares	Sole	2025-04-16
2024-12-31	$434,318	8,833	+20.6%	Shares	Sole	2025-03-17
2024-09-30	$320,659	7,326	-11.8%	Shares	Sole	2024-10-24
2024-06-30	$306,841	8,302	-6.6%	Shares	Sole	2024-07-16
2024-03-31	$334,544	8,888	+58.8%	Shares	Sole	2024-04-15
2023-12-31	$232,876	5,598	-29.7%	Shares	Sole	2024-01-30
2023-09-30	$355,363	7,966	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.