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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 5,622 | $273.7K | 0.07% | +826+17.2% | Added |
| Coldstream Capital Management Inc | 5,605 | $272.9K | 0.01% | +23+0.4% | Added |
| Mackenzie Financial Corp | 5,588 | $272.0K | 0.00% | −72,636−92.9% | Reduced |
| CWM Advisors, LLC | 5,565 | $270.9K | 0.03% | +768+16.0% | Added |
| Schonfeld Strategic Advisors LLC | 5,555 | $270.4K | 0.00% | −1,890−25.4% | Reduced |
| LPL Financial LLC | 5,515 | $268.5K | 0.00% | −16−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,492 | $268.1K | 0.02% | −25−0.5% | Reduced |
| Blueshift Asset Management, LLC | 5,342 | $260.0K | 0.11% | +5,342 | New |
| NinePointTwo Capital | 5,218 | $254.0K | 0.10% | −48−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,051 | $246.0K | 0.00% | +138+2.8% | Added |
| Quantamental Technologies LLC | 5,052 | $245.9K | 0.13% | +5,052 | New |
| Raymond James & Associates | 4,967 | $241.8K | 0.00% | −1,974−28.4% | 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 |
| Metropolitan Life Insurance Co | 4,614 | $224.6K | 0.01% | −604−11.6% | Reduced |
| Cresset Asset Management, LLC | 4,607 | $224.3K | 0.00% | +4,607 | New |
| Shelton Capital Management | 4,449 | $216.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,278 | $208.3K | 0.00% | +251+6.2% | Added |
| 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 |
| Commonwealth Equity Services, LLC | 4,170 | $203.0K | 0.00% | −1,321−24.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $135.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,704 | $131.6K | 0.10% | −60−2.2% | Reduced |
| Cambridge Trust Co | 2,632 | $128.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,379 | $115.8K | 0.00% | +783+49.1% | Added |
| Signaturefd, LLC | 2,368 | $115.3K | 0.00% | +916+63.1% | Added |
| Quadrant Capital Group LLC | 2,029 | $98.8K | 0.01% | +934+85.3% | Added |
| State of Wyoming | 1,889 | $92.0K | 0.03% | +938+98.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,786 | $86.9K | 0.00% | +14+0.8% | Added |
| Tortoise Investment Management, LLC | 1,728 | $84.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $73.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,455 | $71.0K | 0.00% | −17−1.2% | Reduced |
| Lindbrook Capital, LLC | 1,176 | $57.2K | 0.01% | +579+97.0% | Added |
| EverSource Wealth Advisors, LLC | 1,153 | $56.1K | 0.01% | +1,153 | New |
| Allworth Financial LP | 993 | $48.3K | 0.00% | +17+1.7% | Added |
| Granite FO LLC | 1,000 | $48.1K | 0.03% | +1,000 | New |
| Ci Investments Inc. | 755 | $37.0K | 0.00% | +59+8.5% | Added |
| Nomura Asset Management Co Ltd | 630 | $30.7K | 0.00% | −220−25.9% | Reduced |
| IFP Advisors, Inc | 770 | $30.1K | 0.00% | +27+3.6% | Added |
| BerganKDV Wealth Management, LLC | 567 | $27.6K | 0.00% | +567 | New |
| GWM Advisors LLC | 559 | $27.2K | 0.00% | −16−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 413 | $20.1K | 0.00% | +60+17.0% | Added |
| Benjamin Edwards Inc | 382 | $19.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 371 | $18.1K | 0.00% | −48−11.5% | Reduced |
| Umb Bank N A | 333 | $16.2K | 0.00% | +33+11.0% | Added |
| Fifth Third Bancorp | 279 | $13.6K | 0.00% | +88+46.1% | Added |
| Covestor Ltd | 274 | $13.0K | 0.01% | +32+13.2% | Added |
| West Branch Capital LLC | 230 | $11.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 226 | $11.0K | 0.00% | +69+43.9% | Added |
| Sandy Spring Bank | 199 | $9.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 198 | $9.64K | 0.00% | +28+16.5% | Added |
| Kelly Financial Services LLC | 172 | $8.38K | 0.00% | +1+0.6% | Added |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $6.96K | 0.00% | +70+95.9% | Added |
| Belpointe Asset Management LLC | 130 | $6.33K | 0.00% | +130 | New |
| Hantz Financial Services, Inc. | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $5.79K | 0.00% | −8−6.3% | Reduced |
| Manchester Capital Management LLC | 108 | $5.26K | 0.00% | +75+227.3% | Added |
| Private Trust Co NA | 105 | $5.11K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 103 | $5.03K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 93 | $4.52K | 0.00% | +1+1.1% | Added |
| Evermay Wealth Management LLC | 87 | $4.22K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 81 | $3.95K | 0.00% | +81 | New |
| AdvisorNet Financial, Inc | 81 | $3.94K | 0.00% | +2+2.5% | Added |
| Newbridge Financial Services Group, Inc. | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 56 | $2.73K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 55 | $2.68K | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 45 | $2.19K | 0.00% | +19+73.1% | Added |
| Prestige Wealth Management Group LLC | 43 | $2.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 39 | $1.87K | 0.00% | +11+39.3% | Added |
| FinTrust Capital Advisors, LLC | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.75K | 0.00% | −4−10.0% | Reduced |
| International Assets Investment Management, 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 |
| Proequities, Inc. | 22 | $1.07K | 0.00% | −6−21.4% | Reduced |
| 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 |
| Schubert & Co | 17 | $828 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $828 | 0.00% | +4+30.8% | Added |
| Assetmark, Inc | 14 | $682 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $487 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $390 | 0.00% | +3+60.0% | Added |
| Disciplined Investments, LLC | 7 | $341 | 0.00% | +1+16.7% | Added |
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 764 | $37 | 0.00% | +715+1,459.2% | Added |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,181,200−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −329,590−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −304,949−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −221,717−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −96,000−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −88,923−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −76,330−100.0% | Sold out |
| Athos Capital Ltd | 0 | $0 | 0.00% | −71,500−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −60,186−100.0% | Sold out |