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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 9,532 | $422.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,241 | $412.2K | 0.00% | −27,735−75.0% | Reduced |
| Pictet Asset Management Holding SA | 8,963 | $399.8K | 0.00% | +8,963 | New |
| Wealth Enhancement Advisory Services, LLC | 7,966 | $355.4K | 0.00% | +7,966 | New |
| Parallel Advisors, LLC | 7,754 | $345.9K | 0.01% | +5,868+311.1% | Added |
| Dark Forest Capital Management LP | 7,741 | $345.3K | 0.03% | −2,144−21.7% | Reduced |
| Pinnacle Associates Ltd | 7,700 | $343.5K | 0.01% | −2,050−21.0% | Reduced |
| Gotham Asset Management, LLC | 7,492 | $334.2K | 0.01% | −19,765−72.5% | Reduced |
| Securian Asset Management, Inc | 7,270 | $324.3K | 0.01% | −355−4.7% | Reduced |
| Teza Capital Management LLC | 7,249 | $323.4K | 0.05% | +7,249 | New |
| Pacer Advisors, Inc. | 7,215 | $321.9K | 0.00% | −7,885−52.2% | Reduced |
| Guggenheim Capital LLC | 6,981 | $311.4K | 0.00% | −1,168−14.3% | Reduced |
| CWM Advisors, LLC | 6,904 | $308.0K | 0.04% | −57−0.8% | Reduced |
| Vise Technologies, Inc. | 6,867 | $306.3K | 0.08% | +1,485+27.6% | Added |
| Lindenwold Advisors | 6,770 | $302.0K | 0.19% | +6,770 | New |
| Lincoln National Corp | 6,450 | $287.7K | 0.01% | +53+0.8% | Added |
| Crossmark Global Holdings, Inc. | 6,515 | $285.0K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,304 | $281.0K | 0.00% | +139+2.3% | Added |
| HighTower Advisors, LLC | 6,268 | $280.0K | 0.00% | +155+2.5% | Added |
| Cresset Asset Management, LLC | 6,116 | $272.8K | 0.00% | +758+14.1% | Added |
| Trilogy Capital Inc. | 6,106 | $272.4K | 0.02% | −647−9.6% | Reduced |
| Meeder Advisory Services, Inc. | 6,104 | $272.3K | 0.03% | −1,771−22.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,032 | $269.1K | 0.02% | −500−7.7% | Reduced |
| Pinebridge Investments, L.P. | 5,905 | $263.4K | 0.00% | +5,905 | New |
| GPS Wealth Strategies Group, LLC | 5,708 | $254.6K | 0.05% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,471 | $244.1K | 0.01% | +5,471 | New |
| Chicago Partners Investment Group LLC | 5,489 | $243.6K | 0.01% | −20.0% | Reduced |
| Mackenzie Financial Corp | 5,478 | $238.2K | 0.00% | −105−1.9% | Reduced |
| Greenleaf Trust | 5,334 | $237.9K | 0.00% | +5,334 | New |
| Metropolitan Life Insurance Co | 4,933 | $220.1K | 0.01% | +250+5.3% | Added |
| Gsa Capital Partners LLP | 4,719 | $211.0K | 0.02% | +4,719 | New |
| Advisor Group Holdings, Inc. | 4,713 | $210.3K | 0.00% | −267−5.4% | Reduced |
| CWM, LLC | 4,656 | $208.0K | 0.00% | +227+5.1% | Added |
| Signaturefd, LLC | 4,295 | $191.6K | 0.00% | +1,909+80.0% | Added |
| Public Employees Retirement Association of Colorado | 4,251 | $190.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,458 | $154.0K | 0.00% | +9+0.3% | Added |
| Quadrant Capital Group LLC | 3,323 | $148.2K | 0.01% | +697+26.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $124.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,704 | $120.6K | 0.09% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,557 | $114.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,077 | $92.7K | 0.00% | −10,145−83.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,814 | $80.9K | 0.00% | +15+0.8% | Added |
| Tortoise Investment Management, LLC | 1,728 | $77.1K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,684 | $75.1K | 0.02% | −4,470−72.6% | Reduced |
| Trust Co of Vermont | 1,500 | $66.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| KBC Group NV | 1,145 | $51.0K | 0.00% | +1,145 | New |
| Fifth Third Bancorp | 1,100 | $49.1K | 0.00% | +432+64.7% | Added |
| Allworth Financial LP | 1,088 | $48.5K | 0.00% | +406+59.5% | Added |
| Kepos Capital LP | 1,014 | $45.0K | 0.01% | +40+4.1% | Added |
| Granite FO LLC | 1,000 | $44.6K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 723 | $32.3K | 0.00% | −70−8.8% | Reduced |
| Ci Investments Inc. | 711 | $32.0K | 0.00% | −6−0.8% | Reduced |
| Nomura Asset Management Co Ltd | 630 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 479 | $21.0K | 0.00% | +26+5.7% | Added |
| GWM Advisors LLC | 453 | $20.2K | 0.00% | −106−19.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 445 | $19.9K | 0.00% | −38−7.9% | Reduced |
| Fortis Group Advisors, LLC | 400 | $17.8K | 0.01% | +400 | New |
| Lindbrook Capital, LLC | 384 | $17.1K | 0.00% | −403−51.2% | Reduced |
| Benjamin Edwards Inc | 382 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 375 | $16.7K | 0.00% | +75+25.0% | Added |
| Spire Wealth Management | 360 | $16.1K | 0.00% | +3+0.8% | Added |
| JJJ Advisors Inc. | 334 | $14.9K | 0.00% | +282+542.3% | Added |
| Hexagon Capital Partners LLC | 275 | $12.3K | 0.00% | +70+34.1% | Added |
| Capital Advisors, Ltd. LLC | 250 | $11.0K | 0.00% | −47−15.8% | Reduced |
| Covestor Ltd | 230 | $10.0K | 0.01% | −193−45.6% | Reduced |
| Sandy Spring Bank | 199 | $8.88K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 175 | $7.80K | 0.00% | +2+1.2% | Added |
| EverSource Wealth Advisors, LLC | 156 | $6.96K | 0.00% | +82+110.8% | Added |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 123 | $5.49K | 0.00% | +15+13.9% | Added |
| Hantz Financial Services, Inc. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 109 | $4.86K | 0.00% | +7+6.9% | Added |
| Focused Wealth Management, Inc | 103 | $4.61K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $4.28K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 87 | $3.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $3.48K | 0.00% | +35+81.4% | Added |
| Newbridge Financial Services Group, Inc. | 75 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 67 | $2.99K | 0.00% | +67 | New |
| Coppell Advisory Solutions LLC | 43 | $2.10K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 66 | $2.00K | 0.00% | +66 | New |
| Glassman Wealth Services | 38 | $1.70K | 0.00% | −2−5.0% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $1.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $1.52K | 0.00% | −4−10.5% | Reduced |
| Proequities, Inc. | 29 | $1.29K | 0.00% | −14−32.6% | Reduced |
| Farther Finance Advisors, LLC | 26 | $1.16K | 0.00% | −19−42.2% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 23 | $1.03K | 0.00% | +13+130.0% | Added |
| Avion Wealth | 44 | $1.00K | 0.00% | +44 | New |
| Massmutual Trust Co FSB | 16 | $714 | 0.00% | −12−42.9% | Reduced |
| Assetmark, Inc | 14 | $625 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $357 | 0.00% | −9−52.9% | Reduced |
| TFC Financial Management | 8 | $357 | 0.00% | +8 | New |
| Huntington National Bank | 1 | $45 | 0.00% | −6−85.7% | Reduced |
| Steward Financial Group LLC | 17 | $0 | 0.00% | +17 | New |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −54,937−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −51,679−100.0% | Sold out |