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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 2022

Institutional positions in TXNM Energy Inc as of Jun 30, 2022. 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
259
+3 vs. Q1 2022
Shares held
79.4M
−2.00M (−2.5%) vs. Q1 2022
Total value
$3.79B
−$85.8M (−2.2%) vs. Q1 2022
New holders
30
98 more added
Sold out
27
90 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 259 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 2022: $3.79B
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 2022

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2022.

Institutions holding TXNM in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC9$00.00%+9New
Disciplined Investments, LLC4$00.00%+4New
Schubert & Co7$00.00%+7New
Steward Financial Group LLC10$00.00%+10New
Sutton Wealth Advisors Inc.9$4300.00%00.0%Unchanged
Massmutual Trust Co FSB16$1.00K0.00%00.0%Unchanged
Manchester Capital Management LLC24$1.00K0.00%+4+20.0%Added
Rockefeller Capital Management L.P.22$1.00K0.00%−6−21.4%Reduced
SOA Wealth Advisors, LLC.25$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.24$1.00K0.00%+24New
Prestige Wealth Management Group LLC43$2.00K0.00%00.0%Unchanged
Accel Wealth Management38$2.00K0.00%00.0%Unchanged
Proequities, Inc.38$2.00K0.00%+38New
USA Financial Portformulas Corp35$2.00K0.00%+35New
Hexagon Capital Partners LLC34$2.00K0.00%+34New
Ronald Blue Trust, Inc.62$3.00K0.00%+62New
Bell Investment Advisors, Inc62$3.00K0.00%+62New
Asset Management One Co.,Ltd.92$4.00K0.00%−10,411−99.1%Reduced
Bessemer Group Inc92$4.00K0.00%00.0%Unchanged
Evermay Wealth Management LLC87$4.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.91$4.00K0.00%+1+1.1%Added
Newbridge Financial Services Group, Inc.75$4.00K0.00%00.0%Unchanged
Private Trust Co NA84$4.00K0.00%+84New
Fifth Third Bancorp101$5.00K0.00%+83+461.1%Added
Fieldpoint Private Securities, LLC95$5.00K0.00%+95New
Lindbrook Capital, LLC135$6.00K0.00%−10−6.9%Reduced
Versant Capital Management, Inc129$6.00K0.00%−5−3.7%Reduced
Smithfield Trust Co150$7.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc155$7.00K0.00%+1+0.6%Added
Private Capital Group, LLC151$7.00K0.01%+104+221.3%Added
Hantz Financial Services, Inc.168$8.00K0.00%−33−16.4%Reduced
FinTrust Capital Advisors, LLC171$8.00K0.00%+171New
Kelly Financial Services LLC168$8.04K0.00%+1+0.6%Added
Sandy Spring Bank199$10.0K0.00%00.0%Unchanged
West Branch Capital LLC230$11.0K0.01%00.0%Unchanged
Parallel Advisors, LLC233$11.0K0.00%+148+174.1%Added
Geneos Wealth Management Inc.300$14.0K0.00%00.0%Unchanged
American Portfolios Advisors330$15.8K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.335$16.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.352$17.0K0.00%−2−0.6%Reduced
First Command Bank353$17.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.353$17.0K0.00%00.0%Unchanged
Neo Ivy Capital Management464$22.0K0.06%−6,680−93.5%Reduced
Signaturefd, LLC489$23.0K0.00%+261+114.5%Added
Evoke Wealth, LLC550$26.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC541$26.0K0.00%+393+265.5%Added
Nomura Asset Management Co Ltd630$30.1K0.00%00.0%Unchanged
IFP Advisors, Inc743$31.0K0.00%−713−49.0%Reduced
CWM, LLC892$43.0K0.00%+23+2.6%Added
Lazard Asset Management LLC1,463$69.0K0.00%−61,393−97.7%Reduced
Covestor Ltd1,496$72.0K0.06%+1,380+1,189.7%Added
Trust Co of Vermont1,500$72.0K0.01%+1,500New
Northwestern Mutual Wealth Management Co1,747$83.0K0.00%+14+0.8%Added
DekaBank Deutsche Girozentrale2,144$102.0K0.00%−3,421−61.5%Reduced
Tortoise Investment Management, LLC2,134$102.0K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,447$117.0K0.01%00.0%Unchanged
Cambridge Trust Co2,632$126.0K0.01%00.0%Unchanged
Captrust Financial Advisors2,752$131.0K0.00%+126+4.8%Added
C M Bidwell & Associates Ltd2,760$132.0K0.10%00.0%Unchanged
The PNC Financial Services Group, Inc.3,806$181.0K0.00%−161−4.1%Reduced
Meeder Asset Management Inc3,946$189.0K0.01%+2,434+161.0%Added
CWM Advisors, LLC4,435$212.0K0.03%−516−10.4%Reduced
Shelton Capital Management4,449$213.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.4,455$213.0K0.00%+255+6.1%Added
Hightower 6M Holding, LLC4,581$219.0K0.02%−20.0%Reduced
Gsa Capital Partners LLP4,699$225.0K0.03%+4,699New
Creative Planning4,919$235.0K0.00%+4,919New
Metropolitan Life Insurance Co5,218$249.3K0.01%00.0%Unchanged
Keybank National Association5,257$251.0K0.00%+5,257New
Pictet Asset Management SA5,336$255.0K0.00%−1,086−16.9%Reduced
Chicago Partners Investment Group LLC5,490$265.0K0.02%−7−0.1%Reduced
Coldstream Capital Management Inc5,568$266.0K0.01%−82−1.5%Reduced
Royal Bank of Canada5,569$267.0K0.00%+1,032+22.7%Added
Alps Advisors Inc5,683$272.0K0.00%+5,683New
GPS Wealth Strategies Group, LLC5,708$273.0K0.07%00.0%Unchanged
Lincoln National Corp6,210$297.0K0.01%+47+0.8%Added
LPL Financial LLC6,892$329.0K0.00%+421+6.5%Added
Crossmark Global Holdings, Inc.7,260$347.0K0.01%−60−0.8%Reduced
Shikiar Asset Management Inc7,500$358.0K0.14%+1,500+25.0%Added
Securian Asset Management, Inc7,825$374.0K0.01%+124+1.6%Added
Jane Street Group, LLC7,974$381.0K0.00%−6,383−44.5%Reduced
Public Employees Retirement Association of Colorado8,255$394.0K0.00%00.0%Unchanged
STRS Ohio8,400$401.0K0.00%+1,500+21.7%Added
Susquehanna International Group, LLP8,729$417.0K0.00%−3,420−28.2%Reduced
Quantamental Technologies LLC8,733$417.0K0.19%+8,733New
Profund Advisors LLC9,094$435.0K0.03%−1,819−16.7%Reduced
Commonwealth Equity Services, LLC9,152$437.0K0.00%−513−5.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)9,843$470.0K0.00%00.0%Unchanged
Prudential Financial Inc10,073$479.0K0.00%+56+0.6%Added
IFM Investors Pty Ltd10,083$482.0K0.01%−1,205−10.7%Reduced
Pinnacle Associates Ltd10,153$485.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)11,519$550.0K0.01%+9,499+470.2%Added
AE Wealth Management LLC11,648$557.0K0.00%+207+1.8%Added
Ergoteles LLC11,920$570.0K0.02%+11,920New
Mint Tower Capital Management B.V.11,949$571.0K0.05%+1,331+12.5%Added
Federated Hermes, Inc.12,101$578.0K0.00%+969+8.7%Added
State of Alaska, Department of Revenue12,328$589.0K0.01%+75+0.6%Added
Teacher Retirement System of Texas12,535$599.0K0.00%−4,475−26.3%Reduced
Cetera Advisor Networks LLC12,650$604.0K0.01%−1,350−9.6%Reduced