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, Q3 2023
Institutional positions in TXNM Energy Inc as of Sep 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
- 298
- +13 vs. Q2 2023
- Shares held
- 84.6M
- +3.01M (+3.7%) vs. Q2 2023
- Total value
- $3.77B
- +$94.3M (+2.6%) vs. Q2 2023
- New holders
- 39
- 103 more added
- Sold out
- 26
- 114 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 17 | $0 | 0.00% | +17 | New |
| Huntington National Bank | 1 | $45 | 0.00% | −6−85.7% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $357 | 0.00% | −9−52.9% | Reduced |
| TFC Financial Management | 8 | $357 | 0.00% | +8 | New |
| Assetmark, Inc | 14 | $625 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $714 | 0.00% | −12−42.9% | Reduced |
| Avion Wealth | 44 | $1.00K | 0.00% | +44 | New |
| Baker Avenue Asset Management, LP | 23 | $1.03K | 0.00% | +13+130.0% | Added |
| Harbour Investments, Inc. | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $1.16K | 0.00% | −19−42.2% | Reduced |
| Proequities, Inc. | 29 | $1.29K | 0.00% | −14−32.6% | Reduced |
| FinTrust Capital Advisors, LLC | 34 | $1.52K | 0.00% | −4−10.5% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $1.61K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 38 | $1.70K | 0.00% | −2−5.0% | Reduced |
| Simplex Trading, LLC | 66 | $2.00K | 0.00% | +66 | New |
| Coppell Advisory Solutions LLC | 43 | $2.10K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 67 | $2.99K | 0.00% | +67 | New |
| Ronald Blue Trust, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 75 | $3.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $3.48K | 0.00% | +35+81.4% | Added |
| Evermay Wealth Management LLC | 87 | $3.86K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $4.28K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 103 | $4.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 109 | $4.86K | 0.00% | +7+6.9% | Added |
| Hantz Financial Services, Inc. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $5.49K | 0.00% | +15+13.9% | Added |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 156 | $6.96K | 0.00% | +82+110.8% | Added |
| Kelly Financial Services LLC | 175 | $7.80K | 0.00% | +2+1.2% | Added |
| Sandy Spring Bank | 199 | $8.88K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 230 | $10.0K | 0.01% | −193−45.6% | Reduced |
| Capital Advisors, Ltd. LLC | 250 | $11.0K | 0.00% | −47−15.8% | Reduced |
| Hexagon Capital Partners LLC | 275 | $12.3K | 0.00% | +70+34.1% | Added |
| JJJ Advisors Inc. | 334 | $14.9K | 0.00% | +282+542.3% | Added |
| Spire Wealth Management | 360 | $16.1K | 0.00% | +3+0.8% | Added |
| Umb Bank N A | 375 | $16.7K | 0.00% | +75+25.0% | Added |
| Benjamin Edwards Inc | 382 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 384 | $17.1K | 0.00% | −403−51.2% | Reduced |
| Fortis Group Advisors, LLC | 400 | $17.8K | 0.01% | +400 | New |
| Mitsubishi UFJ Trust & Banking Corp | 445 | $19.9K | 0.00% | −38−7.9% | Reduced |
| GWM Advisors LLC | 453 | $20.2K | 0.00% | −106−19.0% | Reduced |
| Bessemer Group Inc | 479 | $21.0K | 0.00% | +26+5.7% | Added |
| Nomura Asset Management Co Ltd | 630 | $28.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 711 | $32.0K | 0.00% | −6−0.8% | Reduced |
| IFP Advisors, Inc | 723 | $32.3K | 0.00% | −70−8.8% | Reduced |
| Granite FO LLC | 1,000 | $44.6K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 1,014 | $45.0K | 0.01% | +40+4.1% | Added |
| Allworth Financial LP | 1,088 | $48.5K | 0.00% | +406+59.5% | Added |
| Fifth Third Bancorp | 1,100 | $49.1K | 0.00% | +432+64.7% | Added |
| KBC Group NV | 1,145 | $51.0K | 0.00% | +1,145 | New |
| Millburn Ridgefield Corp | 1,490 | $66.5K | 0.00% | +1,490 | New |
| Catalyst Capital Advisors LLC | 1,490 | $66.5K | 0.00% | +1,490 | New |
| Trust Co of Vermont | 1,500 | $66.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,684 | $75.1K | 0.02% | −4,470−72.6% | Reduced |
| Tortoise Investment Management, LLC | 1,728 | $77.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,814 | $80.9K | 0.00% | +15+0.8% | Added |
| Tower Research Capital LLC (TRC) | 2,077 | $92.7K | 0.00% | −10,145−83.0% | Reduced |
| Cambridge Trust Co | 2,557 | $114.1K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,704 | $120.6K | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $124.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,323 | $148.2K | 0.01% | +697+26.5% | Added |
| Public Employees Retirement System of Ohio | 3,458 | $154.0K | 0.00% | +9+0.3% | Added |
| Public Employees Retirement Association of Colorado | 4,251 | $190.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,295 | $191.6K | 0.00% | +1,909+80.0% | Added |
| CWM, LLC | 4,656 | $208.0K | 0.00% | +227+5.1% | Added |
| Advisor Group Holdings, Inc. | 4,713 | $210.3K | 0.00% | −267−5.4% | Reduced |
| Gsa Capital Partners LLP | 4,719 | $211.0K | 0.02% | +4,719 | New |
| Metropolitan Life Insurance Co | 4,933 | $220.1K | 0.01% | +250+5.3% | Added |
| Greenleaf Trust | 5,334 | $237.9K | 0.00% | +5,334 | New |
| Mackenzie Financial Corp | 5,478 | $238.2K | 0.00% | −105−1.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,489 | $243.6K | 0.01% | −20.0% | Reduced |
| Advisor Partners II, LLC | 5,471 | $244.1K | 0.01% | +5,471 | New |
| GPS Wealth Strategies Group, LLC | 5,708 | $254.6K | 0.05% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,905 | $263.4K | 0.00% | +5,905 | New |
| Dorsey & Whitney Trust CO LLC | 6,032 | $269.1K | 0.02% | −500−7.7% | Reduced |
| Meeder Advisory Services, Inc. | 6,104 | $272.3K | 0.03% | −1,771−22.5% | Reduced |
| Trilogy Capital Inc. | 6,106 | $272.4K | 0.02% | −647−9.6% | Reduced |
| Cresset Asset Management, LLC | 6,116 | $272.8K | 0.00% | +758+14.1% | Added |
| HighTower Advisors, LLC | 6,268 | $280.0K | 0.00% | +155+2.5% | Added |
| Teacher Retirement System of Texas | 6,304 | $281.0K | 0.00% | +139+2.3% | Added |
| Crossmark Global Holdings, Inc. | 6,515 | $285.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 6,450 | $287.7K | 0.01% | +53+0.8% | Added |
| Lindenwold Advisors | 6,770 | $302.0K | 0.19% | +6,770 | New |
| Vise Technologies, Inc. | 6,867 | $306.3K | 0.08% | +1,485+27.6% | Added |
| CWM Advisors, LLC | 6,904 | $308.0K | 0.04% | −57−0.8% | Reduced |
| Guggenheim Capital LLC | 6,981 | $311.4K | 0.00% | −1,168−14.3% | Reduced |
| Pacer Advisors, Inc. | 7,215 | $321.9K | 0.00% | −7,885−52.2% | Reduced |
| Teza Capital Management LLC | 7,249 | $323.4K | 0.05% | +7,249 | New |
| Securian Asset Management, Inc | 7,270 | $324.3K | 0.01% | −355−4.7% | Reduced |
| Gotham Asset Management, LLC | 7,492 | $334.2K | 0.01% | −19,765−72.5% | Reduced |
| Pinnacle Associates Ltd | 7,700 | $343.5K | 0.01% | −2,050−21.0% | Reduced |
| Dark Forest Capital Management LP | 7,741 | $345.3K | 0.03% | −2,144−21.7% | Reduced |
| Parallel Advisors, LLC | 7,754 | $345.9K | 0.01% | +5,868+311.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,966 | $355.4K | 0.00% | +7,966 | New |
| Pictet Asset Management Holding SA | 8,963 | $399.8K | 0.00% | +8,963 | New |
| Susquehanna International Group, LLP | 9,241 | $412.2K | 0.00% | −27,735−75.0% | Reduced |
| DekaBank Deutsche Girozentrale | 9,532 | $422.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,488 | $423.2K | 0.00% | −176−1.8% | Reduced |
| JustInvest LLC | 9,535 | $425.3K | 0.01% | +3,874+68.4% | Added |