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Joel Greenblatt’s TXNM Holdings & Trades

First Buy
Q3 2013
Duration Held
12 Quarters
Largest Add
Q1 2016
+183,089 Shares
Current Position
3,874 Shares
$226,474 Value

Joel Greenblatt's TXNM Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,874 shares of TXNM Energy, Inc. (TXNM) worth $226,474, representing 0.00% of the portfolio. First purchased in 2013-Q3, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in TXNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 183,089 shares. Largest reduction occurred in Q2 2016, reducing 183,089 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's TXNM Energy (TXNM) Holding Value Over Time

Track share changes against reported price movement

Quarterly TXNM Energy (TXNM) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +3,874 New Buy 3,874 $58.46
Q4 2023 -7,492 Sold Out 0 $0.00
Q3 2023 -19,765 Reduce 72.51% 7,492 $44.61
Q2 2023 +15,257 Add 127.14% 27,257 $45.10
Q1 2023 +3,569 Add 42.33% 12,000 $48.68
Q4 2022 +8,431 New Buy 8,431 $48.79
Q2 2018 -8,569 Sold Out 0 $0.00
Q1 2018 +8,569 New Buy 8,569 $38.28
Q2 2016 -183,089 Sold Out 0 $0.00
Q1 2016 +183,089 New Buy 183,089 $33.72
Q4 2013 -34,678 Sold Out 0 $0.00
Q3 2013 +34,678 New Buy 34,678 $22.64

Joel Greenblatt's TXNM Energy Investment FAQs

Joel Greenblatt first purchased TXNM Energy, Inc. (TXNM) in Q3 2013, acquiring 34,678 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held TXNM Energy, Inc. (TXNM) for 12 quarters since Q3 2013.

Joel Greenblatt's largest addition to TXNM Energy, Inc. (TXNM) was in Q1 2016, adding 183,089 shares worth $6.17 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,874 shares of TXNM Energy, Inc. (TXNM), valued at approximately $226,474.

As of the Q1 2026 filing, TXNM Energy, Inc. (TXNM) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in TXNM Energy, Inc. (TXNM) was 183,089 shares, as reported at the end of Q1 2016.