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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, 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.

Institutional holdersQ2 2021: 261 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 heldQ2 2021: $3.63B
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, Q2 2021

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2021.

Institutions holding TXNM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
The PNC Financial Services Group, Inc.4,646$225.0K0.00%−10−0.2%Reduced
Shelton Capital Management4,449$217.0K0.01%00.0%Unchanged
6 Meridian4,430$216.0K0.02%+4,430New
Mitsubishi UFJ Trust & Banking Corp4,170$203.0K0.00%−313−7.0%Reduced
US Bancorp3,842$187.0K0.00%−7,995−67.5%Reduced
Agf Investments Inc.3,686$180.0K0.00%+3,686New
Meeder Asset Management Inc2,641$129.0K0.01%+1,772+203.9%Added
Ironwood Financial, llc2,264$110.0K0.03%00.0%Unchanged
Advisors Asset Management, Inc.2,209$108.0K0.00%+5+0.2%Added
Tortoise Investment Management, LLC2,134$104.0K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,090$102.0K0.01%+90+4.5%Added
Captrust Financial Advisors2,023$99.0K0.00%−70−3.3%Reduced
Northwestern Mutual Wealth Management Co1,697$83.0K0.00%+11+0.7%Added
Trust Co of Vermont1,605$78.0K0.01%−56−3.4%Reduced
Chicago Capital Management, LLC1,000$49.0K0.03%00.0%Unchanged
CWM, LLC817$40.0K0.00%00.0%Unchanged
Eaton Vance Management799$39.0K0.00%+525+191.6%Added
IFP Advisors, Inc713$34.0K0.00%00.0%Unchanged
Berman Capital Advisors, LLC690$33.0K0.01%+22+3.3%Added
Evoke Wealth, LLC550$27.0K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC400$20.0K0.00%00.0%Unchanged
First Command Bank353$17.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.353$17.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.336$16.0K0.00%−11,429−97.1%Reduced
Endurance Wealth Management, Inc.335$16.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.300$14.0K0.00%−286−48.8%Reduced
TCI Wealth Advisors, Inc.282$14.0K0.00%+17+6.4%Added
American Portfolios Advisors280$13.7K0.00%−28−9.1%Reduced
Gemmer Asset Management LLC259$13.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC256$12.0K0.00%+1+0.4%Added
O'Shaughnessy Asset Management, LLC225$11.0K0.00%+225New
West Branch Capital LLC230$11.0K0.01%+230New
Harbour Investments, Inc.212$10.0K0.00%00.0%Unchanged
Sandy Spring Bank199$10.0K0.00%00.0%Unchanged
Private Capital Group, LLC203$10.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC174$8.00K0.00%+9+5.5%Added
Fieldpoint Private Securities, LLC160$8.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.164$8.00K0.01%00.0%Unchanged
Fifth Third Bancorp135$7.00K0.00%00.0%Unchanged
Smithfield Trust Co150$7.00K0.00%00.0%Unchanged
Webster Bank, N. A.150$7.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC135$7.00K0.00%00.0%Unchanged
Signaturefd, LLC130$6.00K0.00%−13−9.1%Reduced
Focused Wealth Management, Inc101$5.00K0.00%00.0%Unchanged
Versant Capital Management, Inc90$4.00K0.00%−383−81.0%Reduced
Coastal Capital Group, Inc.88$4.00K0.00%00.0%Unchanged
Parallel Advisors, LLC87$4.00K0.00%+42+93.3%Added
Rockefeller Capital Management L.P.100$4.00K0.00%+100New
Manchester Capital Management LLC58$3.00K0.00%+17+41.5%Added
Accel Wealth Management38$2.00K0.00%−43−53.1%Reduced
Private Ocean, LLC37$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC43$2.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP37$2.00K0.00%+37New
West Paces Advisors Inc.35$1.71K0.00%+35New
Neo Ivy Capital Management15$1.00K0.00%−1,499−99.0%Reduced
SOA Wealth Advisors, LLC.25$1.00K0.00%00.0%Unchanged
Kelly Financial Services LLC7,977$1640.01%+7,815+4,824.1%Added
First Horizon Corp17$00.00%00.0%Unchanged
Huntington National Bank1$00.00%00.0%Unchanged
Carroll Financial Associates, Inc.10$00.00%00.0%Unchanged
Albion Financial Group7$00.00%+7New
Proequities, Inc.0$00.00%−32−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−1,030,000−100.0%Sold out
Zimmer Partners, LP0$00.00%−1,000,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−358,869−100.0%Sold out
Chartwell Investment Partners, LLC0$00.00%−246,798−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−200,000−100.0%Sold out
Moore Capital Management, LP0$00.00%−190,000−100.0%Sold out
Quantbot Technologies LP0$00.00%−28,110−100.0%Sold out
Athanor Capital, LP0$00.00%−20,540−100.0%Sold out
Engineers Gate Manager LP0$00.00%−16,015−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,871−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−10,062−100.0%Sold out
Martingale Asset Management L P0$00.00%−9,717−100.0%Sold out
FORA Capital, LLC0$00.00%−9,368−100.0%Sold out
CIBC World Markets Corp0$00.00%−9,216−100.0%Sold out
Fulcrum Asset Management LLP0$00.00%–Sold out
Cambiar Investors LLC0$00.00%−7,003−100.0%Sold out
Paloma Partners Management Co0$00.00%−6,393−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−5,567−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−4,164−100.0%Sold out
Sit Investment Associates Inc0$00.00%−4,050−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−268−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−88−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−53−100.0%Sold out
Sowell Financial Services LLC0$00.00%−13−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−7−100.0%Sold out
Bokf, NA––––Not filed