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 2022
Institutional positions in TXNM Energy Inc as of Dec 31, 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
- 295
- +32 vs. Q3 2022
- Shares held
- 78.5M
- −1.66M (−2.1%) vs. Q3 2022
- Total value
- $3.83B
- +$165.0M (+4.5%) vs. Q3 2022
- New holders
- 62
- 114 more added
- Sold out
- 30
- 80 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James & Associates | 6,941 | $338.6K | 0.00% | +6,941 | New |
| Crossmark Global Holdings, Inc. | 6,937 | $338.0K | 0.01% | −23−0.3% | Reduced |
| Bank of Nova Scotia | 6,697 | $326.7K | 0.00% | −10,053−60.0% | Reduced |
| Creative Planning | 6,331 | $308.9K | 0.00% | +1,753+38.3% | Added |
| Lincoln National Corp | 6,302 | $307.5K | 0.01% | +47+0.8% | Added |
| Point72 Middle East FZE | 6,184 | $301.7K | 0.02% | +6,184 | New |
| Pictet Asset Management SA | 6,178 | $301.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,582 | $272.3K | 0.01% | +5,582 | New |
| Chicago Partners Investment Group LLC | 5,517 | $270.6K | 0.02% | +25+0.5% | Added |
| LPL Financial LLC | 5,531 | $269.8K | 0.00% | −631−10.2% | Reduced |
| Commonwealth Equity Services, LLC | 5,491 | $267.0K | 0.00% | −4,505−45.1% | Reduced |
| Keybank National Association | 5,257 | $256.5K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 5,266 | $256.0K | 0.11% | +5,266 | New |
| Metropolitan Life Insurance Co | 5,218 | $254.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,212 | $254.3K | 0.01% | −28,373−84.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,913 | $239.1K | 0.00% | +459+10.3% | Added |
| CWM, LLC | 4,831 | $236.0K | 0.00% | +77+1.6% | Added |
| CWM Advisors, LLC | 4,797 | $234.0K | 0.03% | +262+5.8% | Added |
| Vise Technologies, Inc. | 4,796 | $234.0K | 0.07% | +243+5.3% | Added |
| Shelton Capital Management | 4,449 | $217.1K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,302 | $209.9K | 0.03% | +4,302 | New |
| Tower Research Capital LLC (TRC) | 4,100 | $200.0K | 0.01% | −4,252−50.9% | Reduced |
| The PNC Financial Services Group, Inc. | 4,027 | $196.5K | 0.00% | +128+3.3% | Added |
| Cubist Systematic Strategies, LLC | 3,982 | $194.3K | 0.00% | +3,982 | New |
| Ensign Peak Advisors, Inc | 3,030 | $147.8K | 0.00% | −8,390−73.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $135.0K | 0.01% | +322+13.2% | Added |
| C M Bidwell & Associates Ltd | 2,764 | $134.9K | 0.11% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,632 | $128.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,772 | $86.5K | 0.00% | +13+0.7% | Added |
| Tortoise Investment Management, LLC | 1,728 | $84.3K | 0.01% | −406−19.0% | Reduced |
| Parallel Advisors, LLC | 1,596 | $77.9K | 0.00% | +522+48.6% | Added |
| Trust Co of Vermont | 1,500 | $73.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,472 | $72.0K | 0.00% | −24,199−94.3% | Reduced |
| Signaturefd, LLC | 1,452 | $70.9K | 0.00% | +669+85.4% | Added |
| Quadrant Capital Group LLC | 1,095 | $53.4K | 0.01% | +313+40.0% | Added |
| First Command Bank | 1,024 | $50.0K | 0.01% | +1,024 | New |
| First Command Financial Services, Inc. | 1,024 | $50.0K | 0.01% | +1,024 | New |
| Allworth Financial LP | 976 | $47.6K | 0.00% | +961+6,406.7% | Added |
| State of Wyoming | 951 | $46.4K | 0.02% | +951 | New |
| Nomura Asset Management Co Ltd | 850 | $41.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 696 | $34.0K | 0.00% | +696 | New |
| IFP Advisors, Inc | 743 | $30.0K | 0.00% | −27−3.5% | Reduced |
| Lindbrook Capital, LLC | 597 | $29.1K | 0.00% | +394+194.1% | Added |
| Spire Wealth Management | 419 | $20.0K | 0.00% | +70+20.1% | Added |
| Benjamin Edwards Inc | 382 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 353 | $17.2K | 0.00% | −1−0.3% | Reduced |
| Umb Bank N A | 300 | $15.0K | 0.00% | +300 | New |
| Covestor Ltd | 242 | $12.0K | 0.01% | +6+2.5% | Added |
| West Branch Capital LLC | 230 | $11.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 199 | $9.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 191 | $9.32K | 0.00% | +40+26.5% | Added |
| Kelly Financial Services LLC | 171 | $8.34K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 170 | $8.29K | 0.00% | +23+15.6% | Added |
| Bell Investment Advisors, Inc | 157 | $7.66K | 0.00% | −44−21.9% | Reduced |
| Accurate Wealth Management, LLC | 145 | $7.11K | 0.00% | +145 | New |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 127 | $6.20K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 103 | $5.04K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 105 | $5.00K | 0.00% | +22+26.5% | Added |
| Evermay Wealth Management LLC | 87 | $4.22K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 92 | $4.19K | 0.00% | +1+1.1% | Added |
| Bessemer Group Inc | 87 | $4.00K | 0.00% | −1,000−92.0% | Reduced |
| Massmutual Trust Co FSB | 73 | $4.00K | 0.00% | +57+356.3% | Added |
| AdvisorNet Financial, Inc | 79 | $3.85K | 0.00% | +79 | New |
| Newbridge Financial Services Group, Inc. | 75 | $3.66K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $3.00K | 0.00% | +1+1.6% | Added |
| Advisory Services Network, LLC | 56 | $2.73K | 0.00% | +56 | New |
| Prestige Wealth Management Group LLC | 43 | $2.10K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $2.10K | 0.00% | +43 | New |
| Coppell Advisory Solutions Corp. | 43 | $2.10K | 0.00% | +43 | New |
| Farmers & Merchants Investments Inc | 40 | $1.95K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 38 | $1.85K | 0.00% | −133−77.8% | Reduced |
| Accel Wealth Management | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $1.61K | 0.00% | +10+43.5% | Added |
| Proequities, Inc. | 28 | $1.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $1.37K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 28 | $1.37K | 0.00% | +28 | New |
| Farther Finance Advisors, LLC | 26 | $1.27K | 0.00% | +26 | New |
| SOA Wealth Advisors, LLC. | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | +30 | New |
| Dark Forest Capital Management LP | 18 | $878 | 0.00% | +18 | New |
| Schubert & Co | 17 | $829 | 0.00% | +4+30.8% | Added |
| Sofos Investments, Inc. | 49 | $689 | 0.01% | +49 | New |
| Assetmark, Inc | 14 | $683 | 0.00% | −7−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $634 | 0.00% | +3+30.0% | Added |
| Sutton Wealth Advisors Inc. | 10 | $488 | 0.00% | +1+11.1% | Added |
| Baker Avenue Asset Management, LP | 10 | $488 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 6 | $293 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $244 | 0.00% | −10−66.7% | Reduced |
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 575 | $28 | 0.00% | +575 | New |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,914,541−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −699,848−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −340,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −195,866−100.0% | Sold out |