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 |
|---|---|---|---|---|---|
| CWM, LLC | 4,754 | $217.0K | 0.00% | +3,862+433.0% | Added |
| Creative Planning | 4,578 | $209.0K | 0.00% | −341−6.9% | Reduced |
| Vise Technologies, Inc. | 4,553 | $208.0K | 0.08% | +4,553 | New |
| CWM Advisors, LLC | 4,535 | $207.0K | 0.03% | +100+2.3% | 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 |
| Meeder Asset Management Inc | 4,298 | $197.0K | 0.01% | +352+8.9% | Added |
| The PNC Financial Services Group, Inc. | 3,899 | $180.0K | 0.00% | +93+2.4% | Added |
| UBS Group AG | 3,429 | $157.0K | 0.00% | −733,738−99.5% | Reduced |
| C M Bidwell & Associates Ltd | 2,764 | $126.0K | 0.10% | +4+0.1% | Added |
| Cambridge Trust Co | 2,632 | $120.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,447 | $112.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,134 | $98.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,759 | $80.0K | 0.00% | +12+0.7% | Added |
| Trust Co of Vermont | 1,500 | $69.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,396 | $64.0K | 0.01% | +1,396 | New |
| Bessemer Group Inc | 1,087 | $50.0K | 0.00% | +995+1,081.5% | Added |
| Parallel Advisors, LLC | 1,074 | $49.0K | 0.00% | +841+360.9% | Added |
| Nomura Asset Management Co Ltd | 850 | $38.9K | 0.00% | +220+34.9% | 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 |
| IFP Advisors, Inc | 770 | $32.0K | 0.00% | +27+3.6% | Added |
| Wipfli Financial Advisors LLC, | 569 | $26.0K | 0.00% | +569 | New |
| Evoke Wealth, LLC | 550 | $25.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 382 | $17.0K | 0.01% | −76,151−99.5% | Reduced |
| TCI Wealth Advisors, Inc. | 354 | $16.0K | 0.00% | +2+0.6% | Added |
| Spire Wealth Management | 349 | $16.0K | 0.00% | +349 | New |
| American Portfolios Advisors | 330 | $15.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 236 | $11.0K | 0.01% | −1,260−84.2% | Reduced |
| West Branch Capital LLC | 230 | $11.0K | 0.01% | 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 |
| FinTrust Capital Advisors, LLC | 171 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 170 | $7.75K | 0.00% | +2+1.2% | Added |
| 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 |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 127 | $6.00K | 0.00% | −2−1.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 9 | $412 | 0.00% | 00.0% | Unchanged |
| 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 |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −2,144,713−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,127−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −22,030−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −14,923−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,846−100.0% | Sold out |
| Shikiar Asset Management Inc | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,683−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,752−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Endurance Wealth Management, Inc. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |