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, Q4 2023
Institutional positions in TXNM Energy Inc as of Dec 31, 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
- 299
- +4 vs. Q3 2023
- Shares held
- 85.1M
- +516.7K (+0.6%) vs. Q3 2023
- Total value
- $3.53B
- −$240.4M (−6.4%) vs. Q3 2023
- New holders
- 43
- 105 more added
- Sold out
- 39
- 109 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 11,257,732 | $468.3M | 0.01% | +82,122+0.7% | Added |
| Vanguard Group Inc | 9,330,930 | $388.2M | 0.01% | −48,104−0.5% | Reduced |
| State Street Corp | 3,367,547 | $140.1M | 0.01% | +194,834+6.1% | Added |
| Hudson Bay Capital Management LP | 3,037,103 | $126.3M | 1.11% | +366,502+13.7% | Added |
| Morgan Stanley | 2,824,624 | $117.5M | 0.01% | +1,846,486+188.8% | Added |
| HBK Investments L P | 2,084,100 | $86.7M | 2.07% | −816,000−28.1% | Reduced |
| Magnetar Financial LLC | 1,994,913 | $83.0M | 2.11% | −102,900−4.9% | Reduced |
| Geode Capital Management, LLC | 1,861,549 | $77.4M | 0.01% | +79,374+4.5% | Added |
| PSquared Asset Management AG | 1,848,995 | $70.3M | 14.04% | −331,509−15.2% | Reduced |
| First Trust Advisors LP | 1,587,169 | $66.0M | 0.07% | +94,267+6.3% | Added |
| Dimensional Fund Advisors LP | 1,544,429 | $64.2M | 0.02% | +47,260+3.2% | Added |
| T. Rowe Price Investment Management, Inc. | 1,473,269 | $61.3M | 0.04% | +18,883+1.3% | Added |
| Empyrean Capital Partners, LP | 1,403,000 | $58.4M | 3.54% | +1,403,000 | New |
| Bank of New York Mellon Corp | 1,312,111 | $54.6M | 0.01% | +58,872+4.7% | Added |
| Northern Trust Corp | 1,286,827 | $53.5M | 0.01% | +9,210+0.7% | Added |
| Falcon Edge Capital, LP | 1,263,997 | $52.6M | 25.36% | −9,856−0.8% | Reduced |
| Renaissance Technologies LLC | 1,226,200 | $51.0M | 0.08% | +130,700+11.9% | Added |
| Gabelli Funds LLC | 1,165,438 | $48.5M | 0.37% | −141,743−10.8% | Reduced |
| River Road Asset Management, LLC | 1,154,420 | $48.0M | 0.67% | +599,211+107.9% | Added |
| Goldman Sachs Group Inc | 1,128,978 | $47.0M | 0.01% | +112,729+11.1% | Added |
| Alliancebernstein L.P. | 1,076,278 | $44.8M | 0.02% | +5,128+0.5% | Added |
| Charles Schwab Investment Management Inc | 1,042,426 | $43.4M | 0.01% | +35,060+3.5% | Added |
| Calamos Advisors LLC | 991,028 | $41.2M | 0.21% | +241,028+32.1% | Added |
| State of Wisconsin Investment Board | 894,122 | $37.2M | 0.11% | −237,104−21.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 892,692 | $37.1M | 0.16% | +53,956+6.4% | Added |
| Millennium Management LLC | 872,780 | $36.3M | 0.03% | +16,058+1.9% | Added |
| Walleye Capital LLC | 853,954 | $35.5M | 0.50% | +299,062+53.9% | Added |
| CNH Partners LLC | 825,718 | $34.3M | 1.39% | +120,146+17.0% | Added |
| Adage Capital Partners GP, L.L.C. | 818,311 | $34.0M | 0.07% | −151,312−15.6% | Reduced |
| Bank of America Corp | 750,152 | $31.2M | 0.00% | +84,953+12.8% | Added |
| JPMorgan Chase & Co | 741,695 | $30.9M | 0.00% | +66,384+9.8% | Added |
| Segantii Capital Management Ltd | 736,439 | $30.6M | 1.80% | +388,436+111.6% | Added |
| Barclays PLC | 712,540 | $29.6M | 0.02% | +14,232+2.0% | Added |
| Gamco Investors, Inc. Et Al | 700,484 | $29.1M | 0.31% | −30,537−4.2% | Reduced |
| Qube Research & Technologies Ltd | 676,312 | $28.1M | 0.06% | +123,285+22.3% | Added |
| Bank of Montreal | 663,320 | $27.7M | 0.01% | +643,189+3,195.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 656,000 | $27.3M | 0.10% | −616,800−48.5% | Reduced |
| Segall Bryant & Hamill, LLC | 651,279 | $27.1M | 0.52% | +1,090+0.2% | Added |
| Two Sigma Advisers, LP | 635,600 | $26.4M | 0.06% | −116,700−15.5% | Reduced |
| Balyasny Asset Management LLC | 603,740 | $25.1M | 0.07% | −282,749−31.9% | Reduced |
| Carlson Capital L P | 600,344 | $25.0M | 2.00% | +289,744+93.3% | Added |
| California Public Employees Retirement System | 539,694 | $22.5M | 0.02% | −6,503−1.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 497,649 | $20.7M | 3.88% | −40,130−7.5% | Reduced |
| Legal & General Group Plc | 474,345 | $19.7M | 0.01% | +17,672+3.9% | Added |
| Citadel Advisors LLC | 430,644 | $17.9M | 0.02% | −1,512,061−77.8% | Reduced |
| Nomura Holdings Inc | 426,443 | $17.7M | 0.16% | +426,443 | New |
| Two Sigma Investments, LP | 402,115 | $16.7M | 0.04% | −41,954−9.4% | Reduced |
| Marshall Wace, LLP | 395,001 | $16.4M | 0.03% | +60,452+18.1% | Added |
| LMR Partners LLP | 372,776 | $15.5M | 0.39% | −190,536−33.8% | Reduced |
| Principal Financial Group Inc | 370,180 | $15.4M | 0.01% | +11,606+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 364,129 | $15.1M | 0.83% | +36,500+11.1% | Added |
| Deutsche Bank AG | 338,424 | $14.1M | 0.01% | +49,492+17.1% | Added |
| Rhumbline Advisers | 309,705 | $12.9M | 0.01% | −4,574−1.5% | Reduced |
| Water Island Capital LLC | 300,225 | $12.5M | 1.28% | −950,036−76.0% | Reduced |
| Nuveen Asset Management, LLC | 295,660 | $12.3M | 0.00% | +50,264+20.5% | Added |
| D. E. Shaw & Co., Inc. | 285,111 | $11.9M | 0.02% | +229,645+414.0% | Added |
| Citigroup Inc | 272,287 | $11.3M | 0.02% | +10,891+4.2% | Added |
| Chartwell Investment Partners, LLC | 265,491 | $11.0M | 0.39% | −8,736−3.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 262,655 | $10.9M | 0.04% | +19,360+8.0% | Added |
| Covalis Capital LLP | 250,911 | $10.4M | 1.70% | +250,911 | New |
| Zimmer Partners, LP | 247,917 | $10.3M | 0.38% | +247,917 | New |
| Retirement Systems of Alabama | 242,003 | $10.1M | 0.04% | +329+0.1% | Added |
| Thornburg Investment Management Inc | 241,832 | $10.0M | 0.14% | −3,192−1.3% | Reduced |
| Jennison Associates LLC | 230,438 | $9.59M | 0.01% | −19,868−7.9% | Reduced |
| Ameriprise Financial Inc | 223,885 | $9.31M | 0.00% | +5,679+2.6% | Added |
| FMR LLC | 217,334 | $9.04M | 0.00% | +2,756+1.3% | Added |
| Woodline Partners LP | 200,004 | $8.32M | 0.09% | −128,968−39.2% | Reduced |
| Crestline Management, LP | 200,000 | $8.32M | 0.77% | +200,000 | New |
| Kapitalo Investimentos Ltda | 199,616 | $8.30M | 1.71% | −22,169−10.0% | Reduced |
| ProShare Advisors LLC | 196,781 | $8.19M | 0.03% | +1,649+0.8% | Added |
| P Schoenfeld Asset Management LP | 188,568 | $7.84M | 2.19% | −393,635−67.6% | Reduced |
| Credit Suisse AG | 188,308 | $7.83M | 0.01% | +36,871+24.3% | Added |
| Public Sector Pension Investment Board | 186,000 | $7.74M | 0.06% | 00.0% | Unchanged |
| Maven Securities LTD | 176,140 | $7.33M | 0.84% | +116,140+193.6% | Added |
| Voloridge Investment Management, LLC | 173,282 | $7.21M | 0.03% | +24,729+16.6% | Added |
| Silvercrest Asset Management Group LLC | 168,600 | $7.01M | 0.05% | 00.0% | Unchanged |
| Swiss National Bank | 160,700 | $6.69M | 0.00% | −18,600−10.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 160,164 | $6.66M | 0.05% | +2,591+1.6% | Added |
| American International Group, Inc. | 157,887 | $6.57M | 0.03% | −5,143−3.2% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 155,665 | $6.48M | 0.98% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 140,000 | $5.82M | 0.01% | +81,000+137.3% | Added |
| Invesco Ltd. | 135,858 | $5.65M | 0.00% | +8,290+6.5% | Added |
| Covalis (Gibraltar) Ltd | 135,105 | $5.62M | 46.37% | +135,105 | New |
| Allianz Asset Management GmbH | 133,729 | $5.56M | 0.01% | +81,134+154.3% | Added |
| UBS Asset Management Americas Inc | 128,334 | $5.34M | 0.00% | +6,191+5.1% | Added |
| UBS Group AG | 121,497 | $5.05M | 0.00% | +32,431+36.4% | Added |
| Quinn Opportunity Partners LLC | 117,100 | $4.87M | 0.56% | +117,100 | New |
| TD Asset Management Inc | 110,800 | $4.61M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 108,715 | $4.52M | 0.01% | −72,230−39.9% | Reduced |
| Scoggin Management LP | 100,000 | $4.16M | 4.49% | +100,000 | New |
| Vestcor Inc | 98,327 | $4.09M | 0.14% | −98,344−50.0% | Reduced |
| Panagora Asset Management Inc | 97,726 | $4.07M | 0.02% | −4,512−4.4% | Reduced |
| Wells Fargo & Company | 96,513 | $4.01M | 0.00% | +4,272+4.6% | Added |
| GWM Asset Management Ltd | 91,850 | $3.82M | 21.88% | +91,850 | New |
| MetLife Investment Management | 91,750 | $3.82M | 0.03% | −760−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 87,745 | $3.65M | 0.00% | −2,657−2.9% | Reduced |
| New York State Teachers Retirement System | 87,139 | $3.63M | 0.01% | +600+0.7% | Added |
| California State Teachers Retirement System | 86,751 | $3.61M | 0.00% | −4,281−4.7% | Reduced |
| HRT Financial LP | 82,810 | $3.44M | 0.03% | −4,932−5.6% | Reduced |
| K2 Principal Fund, L.P. | 80,000 | $3.33M | 0.78% | +80,000 | New |