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, Q1 2023
Institutional positions in TXNM Energy Inc as of Mar 31, 2023. 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
- 291
- 0 vs. Q4 2022
- Shares held
- 79.3M
- +928.4K (+1.2%) vs. Q4 2022
- Total value
- $3.88B
- +$55.8M (+1.5%) vs. Q4 2022
- New holders
- 31
- 115 more added
- Sold out
- 31
- 101 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 764 | $37 | 0.00% | +715+1,459.2% | Added |
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $341 | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 8 | $390 | 0.00% | +3+60.0% | Added |
| Baker Avenue Asset Management, LP | 10 | $487 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $682 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $828 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $828 | 0.00% | +4+30.8% | Added |
| Simplex Trading, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | −2−6.7% | Reduced |
| Steward Financial Group LLC | 27 | $1.00K | 0.00% | +17+170.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | +12 | New |
| Proequities, Inc. | 22 | $1.07K | 0.00% | −6−21.4% | Reduced |
| Harbour Investments, Inc. | 24 | $1.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26 | $1.27K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 36 | $1.75K | 0.00% | −4−10.0% | Reduced |
| Accel Wealth Management | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 39 | $1.87K | 0.00% | +11+39.3% | Added |
| Prestige Wealth Management Group LLC | 43 | $2.09K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 45 | $2.19K | 0.00% | +19+73.1% | Added |
| Glassman Wealth Services | 55 | $2.68K | 0.00% | +55 | New |
| Advisory Services Network, LLC | 56 | $2.73K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 81 | $3.94K | 0.00% | +2+2.5% | Added |
| JJJ Advisors Inc. | 81 | $3.95K | 0.00% | +81 | New |
| Bessemer Group Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 87 | $4.22K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 93 | $4.52K | 0.00% | +1+1.1% | Added |
| Focused Wealth Management, Inc | 103 | $5.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 105 | $5.11K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 108 | $5.26K | 0.00% | +75+227.3% | Added |
| Versant Capital Management, Inc | 119 | $5.79K | 0.00% | −8−6.3% | Reduced |
| Hantz Financial Services, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 130 | $6.33K | 0.00% | +130 | New |
| Massmutual Trust Co FSB | 143 | $6.96K | 0.00% | +70+95.9% | Added |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 172 | $8.38K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 198 | $9.64K | 0.00% | +28+16.5% | Added |
| Sandy Spring Bank | 199 | $9.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 226 | $11.0K | 0.00% | +69+43.9% | Added |
| West Branch Capital LLC | 230 | $11.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 274 | $13.0K | 0.01% | +32+13.2% | Added |
| Fifth Third Bancorp | 279 | $13.6K | 0.00% | +88+46.1% | Added |
| Umb Bank N A | 333 | $16.2K | 0.00% | +33+11.0% | Added |
| Spire Wealth Management | 371 | $18.1K | 0.00% | −48−11.5% | Reduced |
| Benjamin Edwards Inc | 382 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 413 | $20.1K | 0.00% | +60+17.0% | Added |
| GWM Advisors LLC | 559 | $27.2K | 0.00% | −16−2.8% | Reduced |
| BerganKDV Wealth Management, LLC | 567 | $27.6K | 0.00% | +567 | New |
| IFP Advisors, Inc | 770 | $30.1K | 0.00% | +27+3.6% | Added |
| Nomura Asset Management Co Ltd | 630 | $30.7K | 0.00% | −220−25.9% | Reduced |
| Ci Investments Inc. | 755 | $37.0K | 0.00% | +59+8.5% | Added |
| Granite FO LLC | 1,000 | $48.1K | 0.03% | +1,000 | New |
| Allworth Financial LP | 993 | $48.3K | 0.00% | +17+1.7% | Added |
| EverSource Wealth Advisors, LLC | 1,153 | $56.1K | 0.01% | +1,153 | New |
| Lindbrook Capital, LLC | 1,176 | $57.2K | 0.01% | +579+97.0% | Added |
| Public Employees Retirement System of Ohio | 1,455 | $71.0K | 0.00% | −17−1.2% | Reduced |
| Trust Co of Vermont | 1,500 | $73.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,728 | $84.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,786 | $86.9K | 0.00% | +14+0.8% | Added |
| State of Wyoming | 1,889 | $92.0K | 0.03% | +938+98.6% | Added |
| Quadrant Capital Group LLC | 2,029 | $98.8K | 0.01% | +934+85.3% | Added |
| Signaturefd, LLC | 2,368 | $115.3K | 0.00% | +916+63.1% | Added |
| Parallel Advisors, LLC | 2,379 | $115.8K | 0.00% | +783+49.1% | Added |
| Cambridge Trust Co | 2,632 | $128.1K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,704 | $131.6K | 0.10% | −60−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $135.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,170 | $203.0K | 0.00% | −1,321−24.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $207.0K | 0.00% | −4,004−48.5% | Reduced |
| CWM, LLC | 4,246 | $207.0K | 0.00% | −585−12.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,278 | $208.3K | 0.00% | +251+6.2% | Added |
| Shelton Capital Management | 4,449 | $216.6K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,607 | $224.3K | 0.00% | +4,607 | New |
| Metropolitan Life Insurance Co | 4,614 | $224.6K | 0.01% | −604−11.6% | Reduced |
| Profund Advisors LLC | 4,659 | $226.8K | 0.01% | −3,851−45.3% | Reduced |
| Ballentine Partners, LLC | 4,659 | $226.8K | 0.01% | +4,659 | New |
| Raymond James & Associates | 4,967 | $241.8K | 0.00% | −1,974−28.4% | Reduced |
| Quantamental Technologies LLC | 5,052 | $245.9K | 0.13% | +5,052 | New |
| Advisor Group Holdings, Inc. | 5,051 | $246.0K | 0.00% | +138+2.8% | Added |
| NinePointTwo Capital | 5,218 | $254.0K | 0.10% | −48−0.9% | Reduced |
| Blueshift Asset Management, LLC | 5,342 | $260.0K | 0.11% | +5,342 | New |
| Chicago Partners Investment Group LLC | 5,492 | $268.1K | 0.02% | −25−0.5% | Reduced |
| LPL Financial LLC | 5,515 | $268.5K | 0.00% | −16−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,555 | $270.4K | 0.00% | −1,890−25.4% | Reduced |
| CWM Advisors, LLC | 5,565 | $270.9K | 0.03% | +768+16.0% | Added |
| Mackenzie Financial Corp | 5,588 | $272.0K | 0.00% | −72,636−92.9% | Reduced |
| Coldstream Capital Management Inc | 5,605 | $272.9K | 0.01% | +23+0.4% | Added |
| Vise Technologies, Inc. | 5,622 | $273.7K | 0.07% | +826+17.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,708 | $277.9K | 0.06% | +5,708 | New |
| Pictet Asset Management SA | 6,178 | $300.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,338 | $308.5K | 0.00% | +7+0.1% | Added |
| Lincoln National Corp | 6,348 | $309.0K | 0.01% | +46+0.7% | Added |
| Trilogy Capital Inc. | 6,555 | $319.1K | 0.02% | +6,555 | New |
| EHP Funds Inc. | 6,800 | $331.0K | 0.07% | +6,800 | New |
| Crossmark Global Holdings, Inc. | 6,824 | $332.0K | 0.01% | −113−1.6% | Reduced |
| West Family Investments, Inc. | 6,938 | $337.7K | 0.13% | −78−1.1% | Reduced |
| Wellington Management Group LLP | 7,016 | $341.5K | 0.00% | −3,628−34.1% | Reduced |