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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, 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.

Institutional holdersQ3 2023: 298 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 heldQ3 2023: $3.77B
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, Q3 2023

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q2 2023.

Institutions holding TXNM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Texas Permanent School Fund72,867$3.25M0.03%−2,678−3.5%Reduced
Murchinson Ltd.75,000$3.35M0.51%00.0%Unchanged
New York State Teachers Retirement System86,539$3.86M0.01%−500−0.6%Reduced
HRT Financial LP87,742$3.91M0.04%+3,355+4.0%Added
UBS Group AG89,066$3.97M0.00%+10,600+13.5%Added
Jet Capital Investors L P89,674$4.00M9.56%−405,326−81.9%Reduced
Angelo Gordon & Co., L.P.90,000$4.01M1.78%−150,000−62.5%Reduced
Manufacturers Life Insurance Company, The90,402$4.03M0.00%−3,116−3.3%Reduced
California State Teachers Retirement System91,032$4.06M0.01%−9,263−9.2%Reduced
Wells Fargo & Company92,241$4.11M0.00%+10,565+12.9%Added
MetLife Investment Management92,510$4.13M0.03%−2,251−2.4%Reduced
First Washington CORP95,935$4.28M1.73%+3,768+4.1%Added
Mirae Asset Global Investments Co., Ltd.96,892$4.32M0.01%+56,286+138.6%Added
Panagora Asset Management Inc102,238$4.56M0.03%+39,879+64.0%Added
TD Asset Management Inc110,800$4.94M0.01%−1,200−1.1%Reduced
UBS Asset Management Americas Inc122,143$5.45M0.00%+9,690+8.6%Added
Invesco Ltd.127,568$5.69M0.00%−19,339−13.2%Reduced
Voloridge Investment Management, LLC148,553$6.63M0.03%−123,932−45.5%Reduced
Credit Suisse AG151,437$6.76M0.01%+28,617+23.3%Added
Highland Capital Management Fund Advisors, L.P.155,665$6.94M0.98%−55,258−26.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys157,573$7.03M0.06%−26,323−14.3%Reduced
Dynamic Technology Lab Private Ltd159,817$7.13M0.71%+28,106+21.3%Added
American International Group, Inc.163,030$7.27M0.05%−6,971−4.1%Reduced
Silvercrest Asset Management Group LLC168,600$7.52M0.06%00.0%Unchanged
Swiss National Bank179,300$8.00M0.01%+1,800+1.0%Added
Lazard Asset Management LLC180,945$8.07M0.01%+105,758+140.7%Added
Public Sector Pension Investment Board186,000$8.30M0.06%00.0%Unchanged
ProShare Advisors LLC195,132$8.70M0.03%+4,154+2.2%Added
Vestcor Inc196,671$8.77M0.32%+58,115+41.9%Added
BCK Capital Management LP204,236$9.11M4.64%+37,134+22.2%Added
FMR LLC214,578$9.57M0.00%+3,156+1.5%Added
Ameriprise Financial Inc218,206$9.73M0.00%−115,742−34.7%Reduced
Kapitalo Investimentos Ltda221,785$9.89M1.35%−58,711−20.9%Reduced
Retirement Systems of Alabama241,674$10.8M0.05%−3,440−1.4%Reduced
Hotchkis & Wiley Capital Management LLC243,295$10.9M0.04%+12,175+5.3%Added
Thornburg Investment Management Inc245,024$10.9M0.18%+245,024New
Nuveen Asset Management, LLC245,396$10.9M0.00%+26,845+12.3%Added
Jennison Associates LLC250,306$11.2M0.01%−8,153−3.2%Reduced
Citigroup Inc261,396$11.7M0.02%−33,775−11.4%Reduced
Chartwell Investment Partners, LLC274,227$12.2M0.47%−12,029−4.2%Reduced
Capstone Investment Advisors, LLC275,000$12.3M0.32%−25,000−8.3%Reduced
Deutsche Bank AG288,932$12.9M0.01%+5,205+1.8%Added
Yaupon Capital Management LP301,935$13.5M1.52%+168,779+126.8%Added
Carlson Capital L P310,600$13.9M1.08%+310,600New
Rhumbline Advisers314,279$14.0M0.02%−1,416−0.4%Reduced
Tokio Marine Asset Management Co Ltd327,629$14.6M0.93%+124,779+61.5%Added
Woodline Partners LP328,972$14.7M0.17%+78,916+31.6%Added
Marshall Wace, LLP334,549$14.9M0.03%+31,131+10.3%Added
Segantii Capital Management Ltd348,003$15.5M0.59%−651,997−65.2%Reduced
Principal Financial Group Inc358,574$16.0M0.01%+10,353+3.0%Added
Two Sigma Investments, LP444,069$19.8M0.06%+23,120+5.5%Added
Legal & General Group Plc456,673$20.4M0.01%−12,528−2.7%Reduced
Gabelli & Co Investment Advisers, Inc.537,779$24.0M3.90%00.0%Unchanged
California Public Employees Retirement System546,197$24.4M0.02%+26,088+5.0%Added
Qube Research & Technologies Ltd553,027$24.7M0.07%+158,899+40.3%Added
Walleye Capital LLC554,892$24.8M0.36%+554,892New
River Road Asset Management, LLC555,209$24.8M0.35%+555,209New
LMR Partners LLP563,312$25.1M0.56%+183,350+48.3%Added
P Schoenfeld Asset Management LP582,203$26.0M3.31%−336,591−36.6%Reduced
Taconic Capital Advisors LP615,000$27.4M1.60%+615,000New
Segall Bryant & Hamill, LLC650,189$29.0M0.34%+47,761+7.9%Added
Bank of America Corp665,199$29.7M0.00%+142,645+27.3%Added
JPMorgan Chase & Co675,311$30.1M0.00%−29,784−4.2%Reduced
Mangrove Partners683,622$30.5M3.13%+683,622New
Barclays PLC698,308$31.2M0.02%−52,065−6.9%Reduced
CNH Partners LLC705,572$31.5M1.41%+170,470+31.9%Added
Gamco Investors, Inc. Et Al731,021$32.6M0.38%−37,243−4.8%Reduced
Calamos Advisors LLC750,000$33.5M0.18%00.0%Unchanged
Two Sigma Advisers, LP752,300$33.6M0.09%+21,800+3.0%Added
Grantham, Mayo, Van Otterloo & Co. LLC838,736$37.4M0.18%−156,067−15.7%Reduced
Millennium Management LLC856,722$38.2M0.04%−71,442−7.7%Reduced
Balyasny Asset Management LLC886,489$39.5M0.11%−206,377−18.9%Reduced
Adage Capital Partners GP, L.L.C.969,623$43.3M0.10%+284,322+41.5%Added
Morgan Stanley978,138$43.6M0.00%−50,374−4.9%Reduced
Charles Schwab Investment Management Inc1,007,366$44.9M0.01%−4,685−0.5%Reduced
Goldman Sachs Group Inc1,016,249$45.3M0.01%+162,831+19.1%Added
MUFG Securities EMEA plc1,049,116$46.8M5.01%00.0%Unchanged
Alliancebernstein L.P.1,071,150$47.8M0.02%−3,264−0.3%Reduced
Renaissance Technologies LLC1,095,500$48.9M0.08%−54,400−4.7%Reduced
State of Wisconsin Investment Board1,131,226$50.5M0.16%−29,451−2.5%Reduced
Water Island Capital LLC1,250,261$55.8M5.07%−50,077−3.9%Reduced
Bank of New York Mellon Corp1,253,239$55.9M0.01%+237,654+23.4%Added
Healthcare of Ontario Pension Plan Trust Fund1,272,800$56.8M0.26%+536,900+73.0%Added
Falcon Edge Capital, LP1,273,853$56.8M35.93%+575,012+82.3%Added
Northern Trust Corp1,277,617$57.0M0.01%−52,610−4.0%Reduced
Gabelli Funds LLC1,307,181$58.3M0.47%−104,128−7.4%Reduced
T. Rowe Price Investment Management, Inc.1,454,386$64.9M0.05%+103,557+7.7%Added
First Trust Advisors LP1,492,902$66.6M0.08%−60,743−3.9%Reduced
Dimensional Fund Advisors LP1,497,169$66.8M0.02%+16,389+1.1%Added
Geode Capital Management, LLC1,782,175$79.5M0.01%+58,728+3.4%Added
Citadel Advisors LLC1,942,705$86.7M0.09%+34,070+1.8%Added
Magnetar Financial LLC2,097,813$93.6M2.39%+119,574+6.0%Added
PSquared Asset Management AG2,180,504$97.3M8.91%−671,658−23.5%Reduced
Hudson Bay Capital Management LP2,670,601$119.1M1.14%+796,077+42.5%Added
HBK Investments L P2,900,100$129.4M2.87%−139,400−4.6%Reduced
State Street Corp3,172,713$141.5M0.01%+6,677+0.2%Added
Vanguard Group Inc9,379,034$418.4M0.01%+40,253+0.4%Added
BlackRock Inc.11,175,610$498.5M0.01%+281,959+2.6%Added
Cubist Systematic Strategies, LLC0$00.00%−54,937−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−51,679−100.0%Sold out