Ray Dalio's TXNM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 74,919 shares of TXNM Energy, Inc. (TXNM) worth $4.38 M, representing 0.02% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in TXNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 283,147 shares. Largest reduction occurred in Q2 2025, reducing 413,388 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's TXNM Energy (TXNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly TXNM Energy (TXNM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +74,919 | New Buy | 74,919 | $58.46 |
| Q3 2025 | -171,638 | Sold Out | 0 | $0.00 |
| Q2 2025 | -413,388 | Reduce 70.66% | 171,638 | $56.32 |
| Q1 2025 | +256,572 | Add 78.12% | 585,026 | $53.48 |
| Q4 2024 | +283,147 | Add 624.95% | 328,454 | $49.17 |
| Q3 2024 | -20,899 | Reduce 31.57% | 45,307 | $43.77 |
| Q2 2024 | +66,206 | New Buy | 66,206 | $36.96 |
| Q1 2019 | -20,102 | Sold Out | 0 | $0.00 |
| Q4 2018 | +20,102 | New Buy | 20,102 | $41.09 |
| Q3 2018 | -8,914 | Sold Out | 0 | $0.00 |
| Q2 2018 | -5,517 | Reduce 38.23% | 8,914 | $38.93 |
| Q1 2018 | +14,431 | New Buy | 14,431 | $38.25 |
Ray Dalio's TXNM Energy Investment FAQs
Ray Dalio first purchased TXNM Energy, Inc. (TXNM) in Q1 2018, acquiring 14,431 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held TXNM Energy, Inc. (TXNM) for 12 quarters since Q1 2018.
Ray Dalio's largest addition to TXNM Energy, Inc. (TXNM) was in Q4 2024, adding 328,454 shares worth $16.15 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 74,919 shares of TXNM Energy, Inc. (TXNM), valued at approximately $4.38 M.
As of the Q1 2026 filing, TXNM Energy, Inc. (TXNM) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in TXNM Energy, Inc. (TXNM) was 585,026 shares, as reported at the end of Q1 2025.