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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, 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.

Institutional holdersQ4 2021: 262 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 heldQ4 2021: $3.53B
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, Q4 2021

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q3 2021.

Institutions holding TXNM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
O'Shares Investment Advisers, LLC5,103$233.0K0.02%+116+2.3%Added
Virtu Financial LLC4,772$218.0K0.02%+4,772New
6 Meridian4,587$209.0K0.02%+31+0.7%Added
Shelton Capital Management4,449$203.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.3,819$174.0K0.00%−519−12.0%Reduced
Mitsubishi UFJ Trust & Banking Corp3,170$145.0K0.00%−1,000−24.0%Reduced
Cambridge Trust Co2,632$120.0K0.00%+2,632New
Fulcrum Asset Management LLP–$117.0K0.06%–New
Dixon Hughes Goodman Wealth Advisors LLC2,557$117.0K0.04%+2,557New
Benjamin F. Edwards & Company, Inc.2,447$112.0K0.00%00.0%Unchanged
Captrust Financial Advisors2,287$104.0K0.00%+272+13.5%Added
Tortoise Investment Management, LLC2,134$97.0K0.02%00.0%Unchanged
Sphinx Trading, LP2,000$91.0K0.09%−2,000−50.0%Reduced
US Bancorp1,995$91.0K0.00%−246−11.0%Reduced
Northwestern Mutual Wealth Management Co1,720$78.0K0.00%+11+0.6%Added
Trust Co of Vermont1,500$68.0K0.00%+1,500New
CWM, LLC863$39.0K0.00%+863New
IFP Advisors, Inc713$34.0K0.00%00.0%Unchanged
Eaton Vance Management716$33.0K0.00%00.0%Unchanged
Lazard Asset Management LLC713$32.0K0.00%+713New
Beaird Harris Wealth Management, LLC600$27.0K0.01%+600New
Group One Trading, L.P.562$26.0K0.00%+562New
Evoke Wealth, LLC550$25.0K0.00%00.0%Unchanged
First Command Bank353$17.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.353$16.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.321$15.0K0.00%−150−31.8%Reduced
Endurance Wealth Management, Inc.335$15.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.300$13.0K0.00%00.0%Unchanged
American Portfolios Advisors280$12.8K0.00%00.0%Unchanged
Gemmer Asset Management LLC259$12.0K0.00%00.0%Unchanged
Ellis Investment Partners, LLC259$11.0K0.00%+1+0.4%Added
West Branch Capital LLC230$10.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.201$9.00K0.00%−135−40.2%Reduced
Sandy Spring Bank199$9.00K0.00%00.0%Unchanged
Kelly Financial Services LLC166$7.56K0.00%+1+0.6%Added
Freedman Financial Associates, Inc.164$7.00K0.00%00.0%Unchanged
Smithfield Trust Co150$6.00K0.00%00.0%Unchanged
Signaturefd, LLC130$6.00K0.00%−5−3.7%Reduced
Lindbrook Capital, LLC135$6.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc131$6.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC116$5.00K0.00%−46−28.4%Reduced
Focused Wealth Management, Inc103$5.00K0.00%+1+1.0%Added
Private Capital Group, LLC102$5.00K0.00%00.0%Unchanged
Fifth Third Bancorp92$4.00K0.00%−77−45.6%Reduced
Rockefeller Capital Management L.P.102$4.00K0.00%+1+1.0%Added
Versant Capital Management, Inc90$4.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.89$4.00K0.00%+1+1.1%Added
Bessemer Group Inc89$4.00K0.00%+89New
Parallel Advisors, LLC68$3.00K0.00%−5−6.8%Reduced
C M Bidwell & Associates Ltd60$3.00K0.00%+60New
Newbridge Financial Services Group, Inc.75$3.00K0.00%+75New
Prestige Wealth Management Group LLC43$2.00K0.00%00.0%Unchanged
Accel Wealth Management38$2.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.25$1.00K0.00%00.0%Unchanged
Umb Bank N A24$1.00K0.00%+24New
Bell Investment Advisors, Inc11$1.00K0.00%+11New
Covestor Ltd29$1.00K0.00%+29New
Sutton Wealth Advisors Inc.9$4100.00%+9New
Manchester Capital Management LLC3$00.00%−172−98.3%Reduced
Carroll Financial Associates, Inc.10$00.00%−35−77.8%Reduced
Huntington National Bank1$00.00%00.0%Unchanged
Toronto Dominion Bank10$00.00%+10New
IndexIQ Advisors LLC0$00.00%−721,605−100.0%Sold out
Versor Investments LP0$00.00%−665,556−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−527,540−100.0%Sold out
LMR Partners LLP0$00.00%−435,888−100.0%Sold out
Franklin Resources Inc0$00.00%−303,606−100.0%Sold out
Woodline Partners LP0$00.00%−290,021−100.0%Sold out
Alpine Associates Management Inc.0$00.00%−252,600−100.0%Sold out
Murchinson Ltd.0$00.00%−223,530−100.0%Sold out
DLD Asset Management, LP0$00.00%−200,055−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−200,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−167,648−100.0%Sold out
GWM Asset Management Ltd0$00.00%−160,229−100.0%Sold out
UBS Oconnor LLC0$00.00%−151,543−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−149,120−100.0%Sold out
Silphium Asset Management Ltd0$00.00%−125,000−100.0%Sold out
Ergoteles LLC0$00.00%−121,710−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−115,414−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−84,982−100.0%Sold out
Walleye Trading LLC0$00.00%−63,413−100.0%Sold out
Walleye Capital LLC0$00.00%−47,317−100.0%Sold out
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial0$00.00%−27,951−100.0%Sold out
Quantbot Technologies LP0$00.00%−22,892−100.0%Sold out
Naples Global Advisors, LLC0$00.00%−20,560−100.0%Sold out
Centiva Capital, LP0$00.00%−17,100−100.0%Sold out
TT International Asset Management LTD0$00.00%−15,593−100.0%Sold out
HAP Trading, LLC0$00.00%−14,500−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−10,759−100.0%Sold out
Jefferies Group LLC0$00.00%−8,900−100.0%Sold out
Telemetry Investments, L.L.C.0$00.00%−8,800−100.0%Sold out
Ancora Advisors, LLC0$00.00%−7,700−100.0%Sold out
Vivaldi Asset Management, LLC0$00.00%−7,158−100.0%Sold out
FORA Capital, LLC0$00.00%−7,141−100.0%Sold out
Chicago Capital Management, LLC0$00.00%−6,000−100.0%Sold out
Yakira Capital Management, Inc.0$00.00%−5,651−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−4,300−100.0%Sold out
Meeder Asset Management Inc0$00.00%−3,689−100.0%Sold out
Ironwood Financial, llc0$00.00%−2,264−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−2,171−100.0%Sold out