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TXNM Energy Inc

TXNM
Exchange
NYSE
Industry
Electric Services
SEC CIK
0001108426

No open-market purchases or sales by TXNM Energy Inc insiders were filed in the last 90 days; 385 institutions reported holding it in 13F filings for Q2 2026, worth $6.33B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in TXNM Energy Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
255
No complete 13F data for Q4 2020
Shares held
76.5M
No complete 13F data for Q4 2020
Total value
$3.75B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting TXNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 255 institutions
Q1 2021: 255 institutionsQ2 2021: 261 institutionsQ3 2021: 262 institutionsQ4 2021: 262 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 269 institutionsQ4 2022: 295 institutionsQ1 2023: 291 institutionsQ2 2023: 287 institutionsQ3 2023: 298 institutionsQ4 2023: 299 institutionsQ1 2024: 276 institutionsQ2 2024: 282 institutionsQ3 2024: 300 institutionsQ4 2024: 301 institutionsQ1 2025: 323 institutionsQ2 2025: 351 institutionsQ3 2025: 365 institutionsQ4 2025: 379 institutionsQ1 2026: 380 institutionsQ2 2026: 385 institutions
Value heldQ1 2021: $3.75B
Q1 2021: $3.75BQ2 2021: $3.63BQ3 2021: $3.77BQ4 2021: $3.53BQ1 2022: $3.89BQ2 2022: $3.79BQ3 2022: $3.67BQ4 2022: $3.83BQ1 2023: $3.88BQ2 2023: $3.68BQ3 2023: $3.77BQ4 2023: $3.53BQ1 2024: $3.21BQ2 2024: $3.24BQ3 2024: $3.90BQ4 2024: $4.86BQ1 2025: $5.19BQ2 2025: $6.00BQ3 2025: $5.97BQ4 2025: $6.41BQ1 2026: $6.40BQ2 2026: $6.33B
Institutions holding TXNM and their total value by quarter
QuarterHoldersValue
Q2 2026385$6.33B
Q1 2026380$6.40B
Q4 2025379$6.41B
Q3 2025365$5.97B
Q2 2025351$6.00B
Q1 2025323$5.19B
Q4 2024301$4.86B
Q3 2024300$3.90B
Q2 2024282$3.24B
Q1 2024276$3.21B
Q4 2023299$3.53B
Q3 2023298$3.77B
Q2 2023287$3.68B
Q1 2023291$3.88B
Q4 2022295$3.83B
Q3 2022269$3.67B
Q2 2022259$3.79B
Q1 2022261$3.89B
Q4 2021262$3.53B
Q3 2021262$3.77B
Q2 2021261$3.63B
Q1 2021255$3.75B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding TXNM Energy Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TXNM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp17$00.00%––
Huntington National Bank1$00.00%––
Carroll Financial Associates, Inc.10$00.00%––
Meridian Wealth Partners, LLC7$00.00%––
Sowell Financial Services LLC13$1.00K0.00%––
SOA Wealth Advisors, LLC.25$1.00K0.00%––
Proequities, Inc.32$2.00K0.00%––
Manchester Capital Management LLC41$2.00K0.00%––
Private Ocean, LLC37$2.00K0.00%––
Parallel Advisors, LLC45$2.00K0.00%––
Prestige Wealth Management Group LLC43$2.00K0.00%––
Wealthcare Advisory Partners LLC53$3.00K0.00%––
Coastal Capital Group, Inc.88$4.00K0.00%––
International Assets Investment Management, LLC88$4.00K0.00%––
Accel Wealth Management81$4.00K0.00%––
Focused Wealth Management, Inc101$5.00K0.00%––
Fifth Third Bancorp135$7.00K0.00%––
Smithfield Trust Co150$7.00K0.00%––
Webster Bank, N. A.150$7.00K0.00%––
Signaturefd, LLC143$7.00K0.00%––
Lindbrook Capital, LLC135$7.00K0.00%––
Kelly Financial Services LLC162$7.97K0.00%––
Quadrant Capital Group LLC165$8.00K0.00%––
Fieldpoint Private Securities, LLC160$8.00K0.00%––
Freedman Financial Associates, Inc.164$8.00K0.01%––
Harbour Investments, Inc.212$10.0K0.00%––
Sandy Spring Bank199$10.0K0.00%––
Private Capital Group, LLC203$10.0K0.00%––
Ellis Investment Partners, LLC255$12.0K0.00%––
Eaton Vance Management274$13.0K0.00%––
TCI Wealth Advisors, Inc.265$13.0K0.01%––
Gemmer Asset Management LLC259$13.0K0.00%––
FinTrust Capital Advisors, LLC268$13.0K0.00%––
American Portfolios Advisors308$15.1K0.00%––
Endurance Wealth Management, Inc.335$16.0K0.00%––
First Command Bank353$17.0K0.00%––
First Command Financial Services, Inc.353$17.0K0.00%––
Sargent Bickham Lagudis LLC400$20.0K0.00%––
Versant Capital Management, Inc473$23.0K0.01%––
Evoke Wealth, LLC550$27.0K0.00%––
Geneos Wealth Management Inc.586$28.0K0.00%––
Berman Capital Advisors, LLC668$32.0K0.01%––
IFP Advisors, Inc713$34.0K0.00%––
CWM, LLC817$40.0K0.00%––
Meeder Asset Management Inc869$43.0K0.00%––
Chicago Capital Management, LLC1,000$49.0K0.02%––
Neo Ivy Capital Management1,514$74.0K0.08%––
Trust Co of Vermont1,661$81.0K0.01%––
Northwestern Mutual Wealth Management Co1,686$83.0K0.00%––
Benjamin F. Edwards & Company, Inc.2,000$98.0K0.01%––
Captrust Financial Advisors2,093$103.0K0.00%––
Tortoise Investment Management, LLC2,134$105.0K0.02%––
Advisors Asset Management, Inc.2,204$108.1K0.00%––
Ironwood Financial, llc2,264$111.0K0.04%––
Sit Investment Associates Inc4,050$199.0K0.01%––
Mercer Global Advisors Inc4,164$204.0K0.00%––
Shelton Capital Management4,449$218.0K0.01%––
Mitsubishi UFJ Trust & Banking Corp4,483$218.0K0.00%––
The PNC Financial Services Group, Inc.4,656$228.0K0.00%––
FIL Ltd5,000$245.0K0.00%––
Susquehanna International Group, LLP5,289$259.0K0.00%––
Chicago Partners Investment Group LLC5,484$273.0K0.02%––
Quantitative Systematic Strategies LLC5,567$273.0K0.04%––
Yakira Capital Management, Inc.5,651$277.0K0.06%––
GPS Wealth Strategies Group, LLC5,708$279.0K0.08%––
O'Shares Investment Advisers, LLC5,770$283.0K0.02%––
Advisor Group Holdings, Inc.5,815$285.0K0.00%––
Lincoln National Corp5,993$294.0K0.01%––
UBS Group AG6,168$302.0K0.00%––
Crossmark Global Holdings, Inc.6,320$310.0K0.01%––
Paloma Partners Management Co6,393$314.0K0.01%––
Pictet Asset Management Ltd6,600$324.0K0.00%––
Cambiar Investors LLC7,003$343.0K0.01%––
STRS Ohio7,100$348.0K0.00%––
Simplex Trading, LLC7,389$362.0K0.02%––
Zurcher Kantonalbank (Zurich Cantonalbank)7,545$370.0K0.00%––
Amalgamated Bank7,643$375.0K0.01%––
Fulcrum Asset Management LLP–$375.0K0.24%––
Ancora Advisors, LLC7,700$378.0K0.01%––
Securian Asset Management, Inc8,100$397.0K0.01%––
Teacher Retirement System of Texas8,510$417.0K0.00%––
Hudson Bay Capital Management LP8,859$435.0K0.01%––
DekaBank Deutsche Girozentrale9,000$442.0K0.00%––
Pacer Advisors, Inc.9,154$449.0K0.01%––
CIBC World Markets Corp9,216$452.0K0.00%––
Vivaldi Asset Management, LLC9,275$455.0K0.09%––
Commonwealth Equity Services, LLC9,372$459.0K0.00%––
FORA Capital, LLC9,368$460.0K0.15%––
Xponance, Inc.9,395$461.0K0.01%––
Martingale Asset Management L P9,717$478.0K0.01%––
SEI Investments Co9,943$488.0K0.00%––
Tudor Investment Corp Et Al10,062$494.0K0.01%––
Profund Advisors LLC10,570$518.0K0.02%––
Winton Group Ltd10,572$519.0K0.03%––
Teachers Retirement System of the State of Kentucky10,751$527.0K0.01%––
Pinnacle Associates Ltd11,208$550.0K0.01%––
Public Employees Retirement Association of Colorado11,386$558.0K0.00%––
Hantz Financial Services, Inc.11,765$577.0K0.02%––
US Bancorp11,837$580.0K0.00%––
Victory Capital Management Inc12,540$615.0K0.00%––