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, Q2 2021
Institutional positions in TXNM Energy Inc as of Jun 30, 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
- 261
- +7 vs. Q1 2021
- Shares held
- 74.4M
- −1.95M (−2.5%) vs. Q1 2021
- Total value
- $3.63B
- −$117.1M (−3.1%) vs. Q1 2021
- New holders
- 33
- 91 more added
- Sold out
- 26
- 86 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 385 | $6.33B |
| Q1 2026 | 380 | $6.40B |
| Q4 2025 | 379 | $6.41B |
| Q3 2025 | 365 | $5.97B |
| Q2 2025 | 351 | $6.00B |
| Q1 2025 | 323 | $5.19B |
| Q4 2024 | 301 | $4.86B |
| Q3 2024 | 300 | $3.90B |
| Q2 2024 | 282 | $3.24B |
| Q1 2024 | 276 | $3.21B |
| Q4 2023 | 299 | $3.53B |
| Q3 2023 | 298 | $3.77B |
| Q2 2023 | 287 | $3.68B |
| Q1 2023 | 291 | $3.88B |
| Q4 2022 | 295 | $3.83B |
| Q3 2022 | 269 | $3.67B |
| Q2 2022 | 259 | $3.79B |
| Q1 2022 | 261 | $3.89B |
| Q4 2021 | 262 | $3.53B |
| Q3 2021 | 262 | $3.77B |
| Q2 2021 | 261 | $3.63B |
| Q1 2021 | 255 | $3.75B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $0 | 0.00% | +7 | New |
| Kelly Financial Services LLC | 7,977 | $164 | 0.01% | +7,815+4,824.1% | Added |
| Neo Ivy Capital Management | 15 | $1.00K | 0.00% | −1,499−99.0% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $1.71K | 0.00% | +35 | New |
| Accel Wealth Management | 38 | $2.00K | 0.00% | −43−53.1% | Reduced |
| Private Ocean, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $2.00K | 0.00% | +37 | New |
| Manchester Capital Management LLC | 58 | $3.00K | 0.00% | +17+41.5% | Added |
| Versant Capital Management, Inc | 90 | $4.00K | 0.00% | −383−81.0% | Reduced |
| Coastal Capital Group, Inc. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 87 | $4.00K | 0.00% | +42+93.3% | Added |
| Rockefeller Capital Management L.P. | 100 | $4.00K | 0.00% | +100 | New |
| Focused Wealth Management, Inc | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 130 | $6.00K | 0.00% | −13−9.1% | Reduced |
| Fifth Third Bancorp | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 174 | $8.00K | 0.00% | +9+5.5% | Added |
| Fieldpoint Private Securities, LLC | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 164 | $8.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 212 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 199 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 203 | $10.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 225 | $11.0K | 0.00% | +225 | New |
| West Branch Capital LLC | 230 | $11.0K | 0.01% | +230 | New |
| Ellis Investment Partners, LLC | 256 | $12.0K | 0.00% | +1+0.4% | Added |
| Gemmer Asset Management LLC | 259 | $13.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 280 | $13.7K | 0.00% | −28−9.1% | Reduced |
| Geneos Wealth Management Inc. | 300 | $14.0K | 0.00% | −286−48.8% | Reduced |
| TCI Wealth Advisors, Inc. | 282 | $14.0K | 0.00% | +17+6.4% | Added |
| Hantz Financial Services, Inc. | 336 | $16.0K | 0.00% | −11,429−97.1% | Reduced |
| Endurance Wealth Management, Inc. | 335 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 353 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 353 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 550 | $27.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 690 | $33.0K | 0.01% | +22+3.3% | Added |
| IFP Advisors, Inc | 713 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 799 | $39.0K | 0.00% | +525+191.6% | Added |
| CWM, LLC | 817 | $40.0K | 0.00% | 00.0% | Unchanged |
| Chicago Capital Management, LLC | 1,000 | $49.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,605 | $78.0K | 0.01% | −56−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,697 | $83.0K | 0.00% | +11+0.7% | Added |
| Captrust Financial Advisors | 2,023 | $99.0K | 0.00% | −70−3.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,090 | $102.0K | 0.01% | +90+4.5% | Added |
| Tortoise Investment Management, LLC | 2,134 | $104.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,209 | $108.0K | 0.00% | +5+0.2% | Added |
| Ironwood Financial, llc | 2,264 | $110.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,641 | $129.0K | 0.01% | +1,772+203.9% | Added |
| Agf Investments Inc. | 3,686 | $180.0K | 0.00% | +3,686 | New |
| US Bancorp | 3,842 | $187.0K | 0.00% | −7,995−67.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,170 | $203.0K | 0.00% | −313−7.0% | Reduced |
| 6 Meridian | 4,430 | $216.0K | 0.02% | +4,430 | New |
| Shelton Capital Management | 4,449 | $217.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,646 | $225.0K | 0.00% | −10−0.2% | Reduced |
| FMR LLC | 5,040 | $246.0K | 0.00% | −13,001−72.1% | Reduced |
| Pictet Asset Management Ltd | 5,300 | $258.0K | 0.00% | −1,300−19.7% | Reduced |
| Chicago Partners Investment Group LLC | 5,484 | $267.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,627 | $274.0K | 0.00% | −188−3.2% | Reduced |
| Yakira Capital Management, Inc. | 5,651 | $276.0K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,708 | $278.0K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 6,033 | $294.0K | 0.01% | +40+0.7% | Added |
| Crossmark Global Holdings, Inc. | 6,300 | $307.0K | 0.01% | −20−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 6,781 | $331.0K | 0.00% | +6,781 | New |
| O'Shares Investment Advisers, LLC | 6,834 | $333.0K | 0.02% | +1,064+18.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,545 | $368.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,700 | $376.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,888 | $385.0K | 0.01% | −212−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,920 | $386.0K | 0.01% | −8,639−52.2% | Reduced |
| Vivaldi Asset Management, LLC | 8,549 | $417.0K | 0.06% | −726−7.8% | Reduced |
| Hudson Bay Capital Management LP | 8,859 | $432.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,000 | $438.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 9,046 | $441.0K | 0.01% | −108−1.2% | Reduced |
| Simplex Trading, LLC | 9,577 | $467.0K | 0.02% | +2,188+29.6% | Added |
| Ontario Teachers Pension Plan Board | 9,682 | $472.0K | 0.01% | +9,682 | New |
| Bank of Nova Scotia | 9,746 | $475.0K | 0.00% | +9,746 | New |
| Teacher Retirement System of Texas | 9,991 | $487.0K | 0.00% | +1,481+17.4% | Added |
| Envestnet Asset Management Inc | 10,076 | $491.0K | 0.00% | −12,968−56.3% | Reduced |
| Exchange Traded Concepts, LLC | 10,119 | $494.0K | 0.02% | +10,119 | New |
| Profund Advisors LLC | 10,325 | $505.0K | 0.02% | −245−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 10,371 | $505.0K | 0.00% | +999+10.7% | Added |
| Teachers Retirement System of the State of Kentucky | 10,751 | $524.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,808 | $527.0K | 0.01% | −400−3.6% | Reduced |
| UBS Group AG | 10,842 | $529.0K | 0.00% | +4,674+75.8% | Added |
| SEI Investments Co | 11,243 | $548.0K | 0.00% | +1,300+13.1% | Added |
| Public Employees Retirement Association of Colorado | 11,386 | $555.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,700 | $571.0K | 0.00% | −1,194−9.3% | Reduced |
| Prudential Financial Inc | 11,900 | $580.0K | 0.00% | −4,352−26.8% | Reduced |
| Victory Capital Management Inc | 12,037 | $587.0K | 0.00% | −503−4.0% | Reduced |
| AGF Investments LLC | 12,344 | $602.0K | 0.06% | +12,344 | New |
| Moody Lynn & Lieberson, LLC | 12,687 | $619.0K | 0.05% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,330 | $650.0K | 0.01% | −121−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 13,350 | $651.0K | 0.00% | −2,003−13.0% | Reduced |
| Xponance, Inc. | 13,509 | $659.0K | 0.01% | +4,114+43.8% | Added |