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, Q3 2022
Institutional positions in TXNM Energy Inc as of Sep 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
- 269
- +13 vs. Q2 2022
- Shares held
- 80.3M
- +912.8K (+1.1%) vs. Q2 2022
- Total value
- $3.67B
- −$121.6M (−3.2%) vs. Q2 2022
- New holders
- 32
- 108 more added
- Sold out
- 19
- 83 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $0 | 0.00% | +1+11.1% | Added |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +2+50.0% | Added |
| Central Trust Co | 1 | $0 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 3 | $0 | 0.00% | +3 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 9 | $412 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $1.00K | 0.00% | −17,763−99.9% | Reduced |
| Proequities, Inc. | 28 | $1.00K | 0.00% | −10−26.3% | Reduced |
| Harbour Investments, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $1.00K | 0.00% | −1−4.2% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $1.00K | 0.00% | +6+85.7% | Added |
| Allworth Financial LP | 15 | $1.00K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 28 | $1.00K | 0.00% | +28 | New |
| CFS Investment Advisory Services, LLC | 28,353 | $1.00K | 0.00% | +28,353 | New |
| SJS Investment Consulting Inc. | 15 | $1.00K | 0.00% | +15 | 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 |
| Farmers & Merchants Investments Inc | 40 | $2.00K | 0.00% | +40 | New |
| Newbridge Financial Services Group, Inc. | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 64 | $3.00K | 0.00% | +29+82.9% | Added |
| Evermay Wealth Management LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $4.00K | 0.00% | −1−1.2% | Reduced |
| Coastal Capital Group, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 120 | $5.00K | 0.00% | −48−28.6% | Reduced |
| Focused Wealth Management, Inc | 103 | $5.00K | 0.00% | −52−33.5% | Reduced |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 127 | $6.00K | 0.00% | −2−1.6% | Reduced |
| Fifth Third Bancorp | 151 | $7.00K | 0.00% | +50+49.5% | Added |
| Hexagon Capital Partners LLC | 147 | $7.00K | 0.00% | +113+332.4% | Added |
| Kelly Financial Services LLC | 170 | $7.75K | 0.00% | +2+1.2% | Added |
| FinTrust Capital Advisors, LLC | 171 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 199 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 203 | $9.00K | 0.00% | +68+50.4% | Added |
| Bell Investment Advisors, Inc | 201 | $9.00K | 0.00% | +139+224.2% | Added |
| Covestor Ltd | 236 | $11.0K | 0.01% | −1,260−84.2% | Reduced |
| West Branch Capital LLC | 230 | $11.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 330 | $15.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 354 | $16.0K | 0.00% | +2+0.6% | Added |
| Spire Wealth Management | 349 | $16.0K | 0.00% | +349 | New |
| Benjamin Edwards Inc | 382 | $17.0K | 0.01% | −76,151−99.5% | Reduced |
| Evoke Wealth, LLC | 550 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 569 | $26.0K | 0.00% | +569 | New |
| IFP Advisors, Inc | 770 | $32.0K | 0.00% | +27+3.6% | Added |
| Quadrant Capital Group LLC | 782 | $36.0K | 0.00% | +241+44.5% | Added |
| Signaturefd, LLC | 783 | $36.0K | 0.00% | +294+60.1% | Added |
| Nomura Asset Management Co Ltd | 850 | $38.9K | 0.00% | +220+34.9% | Added |
| Parallel Advisors, LLC | 1,074 | $49.0K | 0.00% | +841+360.9% | Added |
| Bessemer Group Inc | 1,087 | $50.0K | 0.00% | +995+1,081.5% | Added |
| EverSource Wealth Advisors, LLC | 1,396 | $64.0K | 0.01% | +1,396 | New |
| Trust Co of Vermont | 1,500 | $69.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,759 | $80.0K | 0.00% | +12+0.7% | Added |
| Tortoise Investment Management, LLC | 2,134 | $98.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,447 | $112.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,632 | $120.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,764 | $126.0K | 0.10% | +4+0.1% | Added |
| UBS Group AG | 3,429 | $157.0K | 0.00% | −733,738−99.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,899 | $180.0K | 0.00% | +93+2.4% | Added |
| Meeder Asset Management Inc | 4,298 | $197.0K | 0.01% | +352+8.9% | Added |
| Shelton Capital Management | 4,449 | $203.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,454 | $203.0K | 0.00% | −10.0% | Reduced |
| CWM Advisors, LLC | 4,535 | $207.0K | 0.03% | +100+2.3% | Added |
| Vise Technologies, Inc. | 4,553 | $208.0K | 0.08% | +4,553 | New |
| Creative Planning | 4,578 | $209.0K | 0.00% | −341−6.9% | Reduced |
| CWM, LLC | 4,754 | $217.0K | 0.00% | +3,862+433.0% | Added |
| Hunting Hill Global Capital, LLC | 5,200 | $238.0K | 0.14% | +5,200 | New |
| Metropolitan Life Insurance Co | 5,218 | $238.6K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 5,257 | $240.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 5,359 | $245.0K | 0.01% | +5,359 | New |
| Chicago Partners Investment Group LLC | 5,492 | $257.0K | 0.02% | +20.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,708 | $261.0K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,950 | $272.0K | 0.04% | +1,251+26.6% | Added |
| XTX Topco Ltd | 5,966 | $273.0K | 0.07% | +5,966 | New |
| Ergoteles LLC | 6,126 | $280.0K | 0.01% | −5,794−48.6% | Reduced |
| LPL Financial LLC | 6,162 | $282.0K | 0.00% | −730−10.6% | Reduced |
| Pictet Asset Management SA | 6,178 | $283.0K | 0.00% | +842+15.8% | Added |
| Lincoln National Corp | 6,255 | $286.0K | 0.01% | +45+0.7% | Added |
| Quantbot Technologies LP | 6,834 | $312.0K | 0.02% | −18,506−73.0% | Reduced |
| Crossmark Global Holdings, Inc. | 6,960 | $319.0K | 0.01% | −300−4.1% | Reduced |
| Royal Bank of Canada | 7,641 | $350.0K | 0.00% | +2,072+37.2% | Added |
| Securian Asset Management, Inc | 7,825 | $358.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,255 | $378.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 8,274 | $378.0K | 0.00% | +8,274 | New |
| Tower Research Capital LLC (TRC) | 8,352 | $382.0K | 0.01% | −3,167−27.5% | Reduced |
| STRS Ohio | 8,400 | $384.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,949 | $409.0K | 0.03% | −145−1.6% | Reduced |
| Moody National Bank Trust Division | 9,773 | $447.0K | 0.05% | +9,773 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,843 | $450.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,993 | $457.0K | 0.00% | −7,214−41.9% | Reduced |
| Commonwealth Equity Services, LLC | 9,996 | $457.0K | 0.00% | +844+9.2% | Added |
| Prudential Financial Inc | 10,011 | $460.0K | 0.00% | −62−0.6% | Reduced |
| IFM Investors Pty Ltd | 10,083 | $461.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,153 | $464.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 10,596 | $485.0K | 0.00% | −32,682−75.5% | Reduced |
| Varenne Capital Partners | 11,401 | $521.0K | 0.24% | −84,834−88.2% | Reduced |
| Ensign Peak Advisors, Inc | 11,420 | $522.0K | 0.00% | +11,420 | New |