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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

TXNM holding history

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

TXNM overviewAll 13F holders of TXNMFull Q2 2026 holdings

Shares (Q2 2026)
400
Value
$22.7K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of TXNM by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026400$22.7K<0.1%00.0%UnchangedHolders
Q1 2026400$23.4K<0.1%00.0%UnchangedHolders
Q4 2025400$23.6K<0.1%00.0%UnchangedHolders
Q3 2025400$22.6K<0.1%00.0%UnchangedHolders
Q2 2025400$22.5K<0.1%00.0%UnchangedHolders
Q1 2025400$21.4K<0.1%00.0%UnchangedHolders
Q4 2024400$19.7K<0.1%00.0%UnchangedHolders
Q3 2024400$17.5K<0.1%00.0%UnchangedHolders
Q2 2024400$14.8K<0.1%00.0%UnchangedHolders
Q1 2024400$15.1K<0.1%−400−50.0%ReducedHolders
Q4 2023800$33.3K<0.1%+400+100.0%AddedHolders
Q3 2023400$17.8K<0.1%+400NewHolders