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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.

Institutional holdersQ2 2023: 287 institutions
Q1 2021: 255 institutionsQ2 2021: 261 institutionsQ3 2021: 262 institutionsQ4 2021: 262 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 269 institutionsQ4 2022: 295 institutionsQ1 2023: 291 institutionsQ2 2023: 287 institutionsQ3 2023: 298 institutionsQ4 2023: 299 institutionsQ1 2024: 276 institutionsQ2 2024: 282 institutionsQ3 2024: 300 institutionsQ4 2024: 301 institutionsQ1 2025: 323 institutionsQ2 2025: 351 institutionsQ3 2025: 365 institutionsQ4 2025: 379 institutionsQ1 2026: 380 institutionsQ2 2026: 385 institutions
Value heldQ2 2023: $3.68B
Q1 2021: $3.75BQ2 2021: $3.63BQ3 2021: $3.77BQ4 2021: $3.53BQ1 2022: $3.89BQ2 2022: $3.79BQ3 2022: $3.67BQ4 2022: $3.83BQ1 2023: $3.88BQ2 2023: $3.68BQ3 2023: $3.77BQ4 2023: $3.53BQ1 2024: $3.21BQ2 2024: $3.24BQ3 2024: $3.90BQ4 2024: $4.86BQ1 2025: $5.19BQ2 2025: $6.00BQ3 2025: $5.97BQ4 2025: $6.41BQ1 2026: $6.40BQ2 2026: $6.33B
Institutions holding TXNM and their total value by quarter
QuarterHoldersValue
Q2 2026385$6.33B
Q1 2026380$6.40B
Q4 2025379$6.41B
Q3 2025365$5.97B
Q2 2025351$6.00B
Q1 2025323$5.19B
Q4 2024301$4.86B
Q3 2024300$3.90B
Q2 2024282$3.24B
Q1 2024276$3.21B
Q4 2023299$3.53B
Q3 2023298$3.77B
Q2 2023287$3.68B
Q1 2023291$3.88B
Q4 2022295$3.83B
Q3 2022269$3.67B
Q2 2022259$3.79B
Q1 2022261$3.89B
Q4 2021262$3.53B
Q3 2021262$3.77B
Q2 2021261$3.63B
Q1 2021255$3.75B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2023.

Institutions holding TXNM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Quantamental Technologies LLC7,916$357.0K0.15%+2,864+56.7%Added
Meeder Advisory Services, Inc.7,875$355.2K0.04%−1,332−14.5%Reduced
Securian Asset Management, Inc7,625$343.9K0.01%−100−1.3%Reduced
Tudor Investment Corp Et Al7,095$320.0K0.01%−82,009−92.0%Reduced
CWM Advisors, LLC6,961$313.9K0.04%+1,396+25.1%Added
Trilogy Capital Inc.6,753$309.3K0.02%+198+3.0%Added
Dorsey & Whitney Trust CO LLC6,532$294.6K0.02%+6,532New
Crossmark Global Holdings, Inc.6,515$292.0K0.01%−309−4.5%Reduced
West Family Investments, Inc.6,445$290.7K0.11%−493−7.1%Reduced
Lincoln National Corp6,397$288.5K0.01%+49+0.8%Added
Teacher Retirement System of Texas6,165$278.0K0.00%−2,904−32.0%Reduced
State of Wyoming6,154$277.5K0.08%+4,265+225.8%Added
HighTower Advisors, LLC6,113$276.0K0.00%−1,863−23.4%Reduced
GPS Wealth Strategies Group, LLC5,708$257.4K0.05%00.0%Unchanged
JustInvest LLC5,661$255.3K0.01%−3,682−39.4%Reduced
Mackenzie Financial Corp5,583$253.4K0.00%−5−0.1%Reduced
Chicago Partners Investment Group LLC5,491$243.0K0.01%−10.0%Reduced
Vise Technologies, Inc.5,382$242.7K0.06%−240−4.3%Reduced
Cresset Asset Management, LLC5,358$241.6K0.00%+751+16.3%Added
Advisor Group Holdings, Inc.4,980$224.6K0.00%−71−1.4%Reduced
Metropolitan Life Insurance Co4,683$211.2K0.01%+69+1.5%Added
CWM, LLC4,429$200.0K0.00%+183+4.3%Added
Public Employees Retirement Association of Colorado4,251$192.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.4,202$189.5K0.00%−76−1.8%Reduced
Public Employees Retirement System of Ohio3,449$156.0K0.00%+1,994+137.0%Added
Benjamin F. Edwards & Company, Inc.2,769$125.0K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd2,704$122.0K0.09%00.0%Unchanged
Quadrant Capital Group LLC2,626$118.4K0.01%+597+29.4%Added
Cambridge Trust Co2,557$115.3K0.01%−75−2.8%Reduced
Signaturefd, LLC2,386$107.6K0.00%+18+0.8%Added
Parallel Advisors, LLC1,886$85.1K0.00%−493−20.7%Reduced
Northwestern Mutual Wealth Management Co1,799$81.1K0.00%+13+0.7%Added
Tortoise Investment Management, LLC1,728$77.9K0.01%00.0%Unchanged
Trust Co of Vermont1,500$67.7K0.00%00.0%Unchanged
Granite FO LLC1,000$45.1K0.03%00.0%Unchanged
Kepos Capital LP974$44.0K0.01%+974New
Lindbrook Capital, LLC787$35.5K0.00%−389−33.1%Reduced
Ci Investments Inc.717$32.0K0.00%−38−5.0%Reduced
IFP Advisors, Inc793$31.0K0.00%+23+3.0%Added
Allworth Financial LP682$30.8K0.00%−311−31.3%Reduced
Fifth Third Bancorp668$30.1K0.00%+389+139.4%Added
Nomura Asset Management Co Ltd630$28.4K0.00%00.0%Unchanged
GWM Advisors LLC559$25.2K0.00%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp483$21.8K0.00%+483New
Bessemer Group Inc453$21.0K0.00%+366+420.7%Added
Covestor Ltd423$19.0K0.01%+149+54.4%Added
Benjamin Edwards Inc382$17.0K0.00%00.0%Unchanged
Spire Wealth Management357$16.1K0.00%−14−3.8%Reduced
Umb Bank N A300$13.5K0.00%−33−9.9%Reduced
Capital Advisors, Ltd. LLC297$13.0K0.00%+269+960.7%Added
Hexagon Capital Partners LLC205$9.25K0.00%+7+3.5%Added
Sandy Spring Bank199$8.97K0.00%00.0%Unchanged
Kelly Financial Services LLC173$7.82K0.00%+1+0.6%Added
Smithfield Trust Co150$6.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.120$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc108$4.87K0.00%−118−52.2%Reduced
Focused Wealth Management, Inc103$4.66K0.00%00.0%Unchanged
Manchester Capital Management LLC102$4.60K0.00%−6−5.6%Reduced
Versant Capital Management, Inc96$4.33K0.00%−23−19.3%Reduced
Coastal Capital Group, Inc.94$4.22K0.00%+1+1.1%Added
Evermay Wealth Management LLC87$3.91K0.00%00.0%Unchanged
Private Trust Co NA80$3.61K0.00%−25−23.8%Reduced
Newbridge Financial Services Group, Inc.75$3.38K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC74$3.34K0.00%−1,079−93.6%Reduced
Ronald Blue Trust, Inc.63$3.00K0.00%00.0%Unchanged
JJJ Advisors Inc.52$2.35K0.00%−29−35.8%Reduced
Farther Finance Advisors, LLC45$2.03K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC43$1.94K0.00%+43New
Prestige Wealth Management Group LLC43$1.94K0.00%00.0%Unchanged
Proequities, Inc.43$1.94K0.00%+21+95.5%Added
FinTrust Capital Advisors, LLC38$1.85K0.00%00.0%Unchanged
Glassman Wealth Services40$1.80K0.00%−15−27.3%Reduced
Farmers & Merchants Investments Inc36$1.62K0.00%00.0%Unchanged
Massmutual Trust Co FSB28$1.26K0.00%−115−80.4%Reduced
Global Retirement Partners, LLC28$1.26K0.00%−11−28.2%Reduced
SOA Wealth Advisors, LLC.25$1.13K0.00%00.0%Unchanged
Harbour Investments, Inc.24$1.09K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC17$7670.00%00.0%Unchanged
Sofos Investments, Inc.809$6500.00%+45+5.9%Added
Assetmark, Inc14$6310.00%00.0%Unchanged
25 LLC11$5040.00%+11New
Baker Avenue Asset Management, LP10$4510.00%00.0%Unchanged
SJS Investment Consulting Inc.8$3610.00%00.0%Unchanged
Disciplined Investments, LLC7$3160.00%00.0%Unchanged
Huntington National Bank7$3160.00%+6+600.0%Added
AdvisorNet Financial, Inc6$2710.00%−75−92.6%Reduced
Psagot Value Holdings Ltd. / (Israel)4$00.00%−8−66.7%Reduced
Davidson Kempner Capital Management LP0$00.00%−1,185,859−100.0%Sold out
One Fin Capital Management LP0$00.00%−500,000−100.0%Sold out
DLD Asset Management, LP0$00.00%−167,000−100.0%Sold out
Ergoteles LLC0$00.00%−102,625−100.0%Sold out
Ramius Advisors LLC0$00.00%−100,000−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−25,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−20,835−100.0%Sold out
SG Americas Securities, LLC0$00.00%−16,602−100.0%Sold out
Nomura Holdings Inc0$00.00%−14,657−100.0%Sold out
XTX Topco Ltd0$00.00%−14,149−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−12,938−100.0%Sold out
Walleye Trading LLC0$00.00%−8,966−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−7,597−100.0%Sold out