Avion Wealth

SEC CIK: 0001792704
Latest filing: Jul 31, 2026

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TXNM holding history

TXNM Energy Inc in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TXNM overview All 13F holders of TXNM Full Q2 2026 holdings

Shares (Q2 2026): 32
Value: $1.00K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2023

Holdings of TXNM by Avion Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32	$1.00K	<0.1%	+32	New	Holders
Q1 2024	0	$0	0.0%	−43−100.0%	Sold out	Holders
Q4 2023	43	$2.00K	<0.1%	−1−2.3%	Reduced	Holders
Q3 2023	44	$1.00K	<0.1%	+44	New	Holders