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, Q2 2023
Institutional positions in TXNM Energy Inc as of Jun 30, 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
- 287
- −4 vs. Q1 2023
- Shares held
- 81.6M
- +2.33M (+2.9%) vs. Q1 2023
- Total value
- $3.68B
- −$197.0M (−5.1%) vs. Q1 2023
- New holders
- 29
- 103 more added
- Sold out
- 33
- 114 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | −8−66.7% | Reduced |
| AdvisorNet Financial, Inc | 6 | $271 | 0.00% | −75−92.6% | Reduced |
| Disciplined Investments, LLC | 7 | $316 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $316 | 0.00% | +6+600.0% | Added |
| SJS Investment Consulting Inc. | 8 | $361 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $451 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 11 | $504 | 0.00% | +11 | New |
| Assetmark, Inc | 14 | $631 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 809 | $650 | 0.00% | +45+5.9% | Added |
| JFS Wealth Advisors, LLC | 17 | $767 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $1.09K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $1.26K | 0.00% | −115−80.4% | Reduced |
| Global Retirement Partners, LLC | 28 | $1.26K | 0.00% | −11−28.2% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $1.62K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 40 | $1.80K | 0.00% | −15−27.3% | Reduced |
| FinTrust Capital Advisors, LLC | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 43 | $1.94K | 0.00% | +21+95.5% | Added |
| Prestige Wealth Management Group LLC | 43 | $1.94K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $1.94K | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 45 | $2.03K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $2.35K | 0.00% | −29−35.8% | Reduced |
| Ronald Blue Trust, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $3.34K | 0.00% | −1,079−93.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 75 | $3.38K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $3.61K | 0.00% | −25−23.8% | Reduced |
| Evermay Wealth Management LLC | 87 | $3.91K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 94 | $4.22K | 0.00% | +1+1.1% | Added |
| Versant Capital Management, Inc | 96 | $4.33K | 0.00% | −23−19.3% | Reduced |
| Manchester Capital Management LLC | 102 | $4.60K | 0.00% | −6−5.6% | Reduced |
| Focused Wealth Management, Inc | 103 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $4.87K | 0.00% | −118−52.2% | Reduced |
| Hantz Financial Services, Inc. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 173 | $7.82K | 0.00% | +1+0.6% | Added |
| Sandy Spring Bank | 199 | $8.97K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 205 | $9.25K | 0.00% | +7+3.5% | Added |
| Capital Advisors, Ltd. LLC | 297 | $13.0K | 0.00% | +269+960.7% | Added |
| Umb Bank N A | 300 | $13.5K | 0.00% | −33−9.9% | Reduced |
| Spire Wealth Management | 357 | $16.1K | 0.00% | −14−3.8% | Reduced |
| Benjamin Edwards Inc | 382 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 423 | $19.0K | 0.01% | +149+54.4% | Added |
| Bessemer Group Inc | 453 | $21.0K | 0.00% | +366+420.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 483 | $21.8K | 0.00% | +483 | New |
| GWM Advisors LLC | 559 | $25.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 630 | $28.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 668 | $30.1K | 0.00% | +389+139.4% | Added |
| Allworth Financial LP | 682 | $30.8K | 0.00% | −311−31.3% | Reduced |
| IFP Advisors, Inc | 793 | $31.0K | 0.00% | +23+3.0% | Added |
| Ci Investments Inc. | 717 | $32.0K | 0.00% | −38−5.0% | Reduced |
| Lindbrook Capital, LLC | 787 | $35.5K | 0.00% | −389−33.1% | Reduced |
| Kepos Capital LP | 974 | $44.0K | 0.01% | +974 | New |
| Granite FO LLC | 1,000 | $45.1K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $67.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,728 | $77.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,799 | $81.1K | 0.00% | +13+0.7% | Added |
| Parallel Advisors, LLC | 1,886 | $85.1K | 0.00% | −493−20.7% | Reduced |
| Signaturefd, LLC | 2,386 | $107.6K | 0.00% | +18+0.8% | Added |
| Cambridge Trust Co | 2,557 | $115.3K | 0.01% | −75−2.8% | Reduced |
| Quadrant Capital Group LLC | 2,626 | $118.4K | 0.01% | +597+29.4% | Added |
| C M Bidwell & Associates Ltd | 2,704 | $122.0K | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $125.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,449 | $156.0K | 0.00% | +1,994+137.0% | Added |
| The PNC Financial Services Group, Inc. | 4,202 | $189.5K | 0.00% | −76−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $192.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,429 | $200.0K | 0.00% | +183+4.3% | Added |
| Metropolitan Life Insurance Co | 4,683 | $211.2K | 0.01% | +69+1.5% | Added |
| Advisor Group Holdings, Inc. | 4,980 | $224.6K | 0.00% | −71−1.4% | Reduced |
| Cresset Asset Management, LLC | 5,358 | $241.6K | 0.00% | +751+16.3% | Added |
| Vise Technologies, Inc. | 5,382 | $242.7K | 0.06% | −240−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,491 | $243.0K | 0.01% | −10.0% | Reduced |
| Mackenzie Financial Corp | 5,583 | $253.4K | 0.00% | −5−0.1% | Reduced |
| JustInvest LLC | 5,661 | $255.3K | 0.01% | −3,682−39.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,708 | $257.4K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,113 | $276.0K | 0.00% | −1,863−23.4% | Reduced |
| State of Wyoming | 6,154 | $277.5K | 0.08% | +4,265+225.8% | Added |
| Teacher Retirement System of Texas | 6,165 | $278.0K | 0.00% | −2,904−32.0% | Reduced |
| Lincoln National Corp | 6,397 | $288.5K | 0.01% | +49+0.8% | Added |
| West Family Investments, Inc. | 6,445 | $290.7K | 0.11% | −493−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 6,515 | $292.0K | 0.01% | −309−4.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,532 | $294.6K | 0.02% | +6,532 | New |
| Trilogy Capital Inc. | 6,753 | $309.3K | 0.02% | +198+3.0% | Added |
| CWM Advisors, LLC | 6,961 | $313.9K | 0.04% | +1,396+25.1% | Added |
| Tudor Investment Corp Et Al | 7,095 | $320.0K | 0.01% | −82,009−92.0% | Reduced |
| Securian Asset Management, Inc | 7,625 | $343.9K | 0.01% | −100−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 7,875 | $355.2K | 0.04% | −1,332−14.5% | Reduced |
| Quantamental Technologies LLC | 7,916 | $357.0K | 0.15% | +2,864+56.7% | Added |
| HSBC Holdings PLC | 7,909 | $358.0K | 0.00% | +7,909 | New |
| Maven Securities LTD | 8,000 | $360.8K | 0.05% | −397,082−98.0% | Reduced |
| Guggenheim Capital LLC | 8,149 | $367.5K | 0.00% | −162−1.9% | Reduced |
| Summit Global Investments | 8,400 | $379.0K | 0.03% | −5,400−39.1% | Reduced |
| Meitav Dash Investments Ltd | 3,085 | $387.7K | 0.00% | +3,085 | New |
| Pictet Asset Management SA | 8,963 | $404.2K | 0.00% | +2,785+45.1% | Added |
| DekaBank Deutsche Girozentrale | 9,532 | $430.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,664 | $435.8K | 0.00% | −51−0.5% | Reduced |
| Pinnacle Associates Ltd | 9,750 | $439.7K | 0.01% | −403−4.0% | Reduced |
| Dark Forest Capital Management LP | 9,885 | $445.8K | 0.05% | +9,885 | New |
| Mariner, LLC | 10,281 | $463.7K | 0.00% | −715−6.5% | Reduced |
| EHP Funds Inc. | 10,300 | $464.5K | 0.13% | +3,500+51.5% | Added |
| IFM Investors Pty Ltd | 10,523 | $474.6K | 0.01% | +10,523 | New |