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, Q4 2021
Institutional positions in TXNM Energy Inc as of Dec 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
- 262
- +1 vs. Q3 2021
- Shares held
- 77.4M
- +1.17M (+1.5%) vs. Q3 2021
- Total value
- $3.53B
- −$241.7M (−6.4%) vs. Q3 2021
- New holders
- 48
- 101 more added
- Sold out
- 47
- 73 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3 | $0 | 0.00% | −172−98.3% | Reduced |
| Carroll Financial Associates, Inc. | 10 | $0 | 0.00% | −35−77.8% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 10 | $0 | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 9 | $410 | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $1.00K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 11 | $1.00K | 0.00% | +11 | New |
| Covestor Ltd | 29 | $1.00K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 68 | $3.00K | 0.00% | −5−6.8% | Reduced |
| C M Bidwell & Associates Ltd | 60 | $3.00K | 0.00% | +60 | New |
| Newbridge Financial Services Group, Inc. | 75 | $3.00K | 0.00% | +75 | New |
| Fifth Third Bancorp | 92 | $4.00K | 0.00% | −77−45.6% | Reduced |
| Rockefeller Capital Management L.P. | 102 | $4.00K | 0.00% | +1+1.0% | Added |
| Versant Capital Management, Inc | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 89 | $4.00K | 0.00% | +1+1.1% | Added |
| Bessemer Group Inc | 89 | $4.00K | 0.00% | +89 | New |
| Quadrant Capital Group LLC | 116 | $5.00K | 0.00% | −46−28.4% | Reduced |
| Focused Wealth Management, Inc | 103 | $5.00K | 0.00% | +1+1.0% | Added |
| Private Capital Group, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 130 | $6.00K | 0.00% | −5−3.7% | Reduced |
| Lindbrook Capital, LLC | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 164 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 166 | $7.56K | 0.00% | +1+0.6% | Added |
| Hantz Financial Services, Inc. | 201 | $9.00K | 0.00% | −135−40.2% | Reduced |
| Sandy Spring Bank | 199 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 259 | $11.0K | 0.00% | +1+0.4% | Added |
| Gemmer Asset Management LLC | 259 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 280 | $12.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 321 | $15.0K | 0.00% | −150−31.8% | Reduced |
| Endurance Wealth Management, Inc. | 335 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 353 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 353 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 550 | $25.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 562 | $26.0K | 0.00% | +562 | New |
| Beaird Harris Wealth Management, LLC | 600 | $27.0K | 0.01% | +600 | New |
| Lazard Asset Management LLC | 713 | $32.0K | 0.00% | +713 | New |
| Eaton Vance Management | 716 | $33.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 713 | $34.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 863 | $39.0K | 0.00% | +863 | New |
| Trust Co of Vermont | 1,500 | $68.0K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 1,720 | $78.0K | 0.00% | +11+0.6% | Added |
| Sphinx Trading, LP | 2,000 | $91.0K | 0.09% | −2,000−50.0% | Reduced |
| US Bancorp | 1,995 | $91.0K | 0.00% | −246−11.0% | Reduced |
| Tortoise Investment Management, LLC | 2,134 | $97.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,287 | $104.0K | 0.00% | +272+13.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,447 | $112.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $117.0K | 0.06% | – | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,557 | $117.0K | 0.04% | +2,557 | New |
| Cambridge Trust Co | 2,632 | $120.0K | 0.00% | +2,632 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,170 | $145.0K | 0.00% | −1,000−24.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,819 | $174.0K | 0.00% | −519−12.0% | Reduced |
| Shelton Capital Management | 4,449 | $203.0K | 0.01% | 00.0% | Unchanged |
| 6 Meridian | 4,587 | $209.0K | 0.02% | +31+0.7% | Added |
| Virtu Financial LLC | 4,772 | $218.0K | 0.02% | +4,772 | New |
| O'Shares Investment Advisers, LLC | 5,103 | $233.0K | 0.02% | +116+2.3% | Added |
| Mirabella Financial Services LLP | 5,127 | $234.0K | 0.02% | +5,127 | New |
| Pictet Asset Management SA | 5,310 | $242.0K | 0.00% | −1,005−15.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,492 | $243.0K | 0.02% | −8−0.1% | Reduced |
| Coldstream Capital Management Inc | 5,337 | $243.0K | 0.01% | +5,337 | New |
| CWM Advisors, LLC | 5,396 | $246.0K | 0.03% | +651+13.7% | Added |
| GPS Wealth Strategies Group, LLC | 5,708 | $260.0K | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 6,093 | $278.0K | 0.00% | +6,093 | New |
| Lincoln National Corp | 6,115 | $279.0K | 0.01% | +40+0.7% | Added |
| Baird Financial Group, Inc. | 6,438 | $294.0K | 0.00% | −3,332−34.1% | Reduced |
| HSBC Holdings PLC | 6,724 | $308.0K | 0.00% | −41,985−86.2% | Reduced |
| Envestnet Asset Management Inc | 6,940 | $317.0K | 0.00% | −1,648−19.2% | Reduced |
| Crossmark Global Holdings, Inc. | 6,960 | $317.0K | 0.01% | +690+11.0% | Added |
| Agf Investments Inc. | 7,106 | $324.0K | 0.00% | +3,306+87.0% | Added |
| Advisor Group Holdings, Inc. | 7,243 | $330.0K | 0.00% | +927+14.7% | Added |
| Securian Asset Management, Inc | 7,597 | $346.0K | 0.01% | −100−1.3% | Reduced |
| SG Americas Securities, LLC | 7,803 | $356.0K | 0.00% | −56,431−87.9% | Reduced |
| Algert Global LLC | 8,017 | $366.0K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,255 | $377.0K | 0.00% | −3,131−27.5% | Reduced |
| Pacer Advisors, Inc. | 8,938 | $408.0K | 0.00% | +108+1.2% | Added |
| DekaBank Deutsche Girozentrale | 9,000 | $410.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,488 | $432.0K | 0.00% | −5,896−38.3% | Reduced |
| Profund Advisors LLC | 9,771 | $446.0K | 0.01% | +265+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,843 | $449.0K | 0.00% | +2,298+30.5% | Added |
| Pinnacle Associates Ltd | 10,153 | $463.0K | 0.01% | −455−4.3% | Reduced |
| Quantamental Technologies LLC | 10,260 | $468.0K | 0.24% | +613+6.4% | Added |
| Mint Tower Capital Management B.V. | 10,349 | $472.0K | 0.08% | −7,200−41.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,751 | $490.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,820 | $494.0K | 0.01% | +4,577+73.3% | Added |
| Victory Capital Management Inc | 11,238 | $513.0K | 0.00% | −221−1.9% | Reduced |
| Prudential Financial Inc | 10,696 | $516.0K | 0.00% | −1,306−10.9% | Reduced |
| Wolverine Asset Management LLC | 11,866 | $541.0K | 0.01% | −78,234−86.8% | Reduced |
| Exchange Traded Concepts, LLC | 12,140 | $554.0K | 0.01% | +219+1.8% | Added |
| GAM Holding AG | 12,244 | $558.0K | 0.02% | −59,706−83.0% | Reduced |
| State of Alaska, Department of Revenue | 12,428 | $566.0K | 0.01% | −745−5.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 12,710 | $580.0K | 0.04% | +23+0.2% | Added |
| Xponance, Inc. | 12,846 | $586.0K | 0.01% | +14+0.1% | Added |
| Paloma Partners Management Co | 13,169 | $601.0K | 0.02% | +13,169 | New |
| State Board of Administration of Florida Retirement System | 13,350 | $609.0K | 0.00% | 00.0% | Unchanged |