Position in TXNM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,816
+$1,814 QoQ
Shares Held
32
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#351
of 382 holders
Holding Since
Sep 2023
3 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 Jun 30, 2026Avion Wealth holds $1,260,554 across 29 Utilities - Regulated Electric names. TXNM ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
2,647 | $292,837 | |
| 2 | NEE |
Nextera Energy Inc
|
3,322 | $291,571 | |
| 3 | ETR |
Entergy Corp /De/
|
1,132 | $130,021 | |
| 4 | SO |
Southern Co
|
1,348 | $129,017 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,204 | $97,064 | |
| 6 | NGG |
National Grid PLC
|
736 | $60,992 | |
| 7 | EVRG |
Evergy, Inc.
|
485 | $41,918 | |
| 8 | DUK |
Duke Energy CORP
|
322 | $40,758 |
All Filings in TXNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816 | 32 | Shares | Sole | 2026-07-31 | |
| 2023-12-31 | $2 | 43 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1 | 44 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||