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 |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| C M Bidwell & Associates Ltd | 4 | $166 | 0.00% | −2,700−99.9% | Reduced |
| Assetmark, Inc | 9 | $374 | 0.00% | −5−35.7% | Reduced |
| Huntington National Bank | 18 | $749 | 0.00% | +17+1,700.0% | Added |
| Ronald Blue Trust, Inc. | 14 | $1.00K | 0.00% | −49−77.8% | Reduced |
| Harbour Investments, Inc. | 24 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $1.04K | 0.00% | −13−34.2% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $1.17K | 0.00% | +28 | New |
| Proequities, Inc. | 29 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 40 | $1.66K | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 41 | $1.71K | 0.00% | +15+57.7% | Added |
| AdvisorNet Financial, Inc | 42 | $1.75K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 43 | $1.79K | 0.00% | −35−44.9% | Reduced |
| Coppell Advisory Solutions LLC | 43 | $1.79K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 43 | $2.00K | 0.00% | −1−2.3% | Reduced |
| Advisory Services Network, LLC | 56 | $2.33K | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 58 | $2.41K | 0.00% | +42+262.5% | Added |
| Newbridge Financial Services Group, Inc. | 75 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 77 | $3.20K | 0.00% | +77 | New |
| Evermay Wealth Management LLC | 87 | $3.60K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 96 | $3.99K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $4.24K | 0.00% | +68+200.0% | Added |
| Focused Wealth Management, Inc | 103 | $4.30K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 128 | $5.33K | 0.00% | −28−17.9% | Reduced |
| Capital Advisors, Ltd. LLC | 153 | $6.00K | 0.00% | −97−38.8% | Reduced |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $6.24K | 0.00% | +150 | New |
| Kelly Financial Services LLC | 176 | $7.34K | 0.00% | +1+0.6% | Added |
| Sandy Spring Bank | 199 | $8.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 206 | $8.57K | 0.01% | +206 | New |
| Lindbrook Capital, LLC | 237 | $9.86K | 0.00% | −147−38.3% | Reduced |
| Covestor Ltd | 231 | $10.0K | 0.01% | +1+0.4% | Added |
| Tidemark, LLC | 250 | $10.4K | 0.01% | +250 | New |
| Bell Investment Advisors, Inc | 270 | $11.2K | 0.00% | +147+119.5% | Added |
| Hexagon Capital Partners LLC | 293 | $12.2K | 0.00% | +18+6.5% | Added |
| LGT Financial Advisors LLC | 298 | $12.4K | 0.02% | +298 | New |
| Umb Bank N A | 300 | $12.5K | 0.00% | −75−20.0% | Reduced |
| GAMMA Investing LLC | 404 | $14.6K | 0.00% | +404 | New |
| Bessemer Group Inc | 394 | $16.0K | 0.00% | −85−17.7% | Reduced |
| Fifth Third Bancorp | 421 | $17.5K | 0.00% | −679−61.7% | Reduced |
| GWM Advisors LLC | 453 | $18.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 630 | $26.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 644 | $26.8K | 0.00% | −444−40.8% | Reduced |
| IFP Advisors, Inc | 700 | $29.1K | 0.00% | −23−3.2% | Reduced |
| Sofos Investments, Inc. | 764 | $31.8K | 0.01% | −13,752−94.7% | Reduced |
| Fortis Group Advisors, LLC | 800 | $33.3K | 0.01% | +400+100.0% | Added |
| Simplex Trading, LLC | 917 | $38.0K | 0.00% | +851+1,289.4% | Added |
| Granite FO LLC | 1,000 | $41.6K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,145 | $48.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,216 | $50.6K | 0.01% | +1,216 | New |
| Millburn Ridgefield Corp | 1,430 | $59.5K | 0.00% | −60−4.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,430 | $59.5K | 0.00% | −60−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,497 | $62.3K | 0.00% | −1,961−56.7% | Reduced |
| Trust Co of Vermont | 1,500 | $62.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,575 | $65.5K | 0.00% | −2,720−63.3% | Reduced |
| Tortoise Investment Management, LLC | 1,728 | $71.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,830 | $76.1K | 0.00% | +16+0.9% | Added |
| Parallel Advisors, LLC | 1,998 | $83.1K | 0.00% | −5,756−74.2% | Reduced |
| Kepos Capital LP | 2,203 | $92.0K | 0.03% | +1,189+117.3% | Added |
| Quadrant Capital Group LLC | 2,390 | $99.4K | 0.01% | −933−28.1% | Reduced |
| Cambridge Trust Co | 2,557 | $106.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $115.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,912 | $121.2K | 0.00% | −1,801−38.2% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $177.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,413 | $184.0K | 0.00% | −243−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,612 | $202.2K | 0.01% | +123+2.2% | Added |
| Metropolitan Life Insurance Co | 4,933 | $205.2K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 5,061 | $210.5K | 0.01% | −1,045−17.1% | Reduced |
| Natixis | 5,196 | $216.2K | 0.00% | −11,500−68.9% | Reduced |
| HighTower Advisors, LLC | 5,340 | $221.0K | 0.00% | −928−14.8% | Reduced |
| Mackenzie Financial Corp | 5,472 | $227.6K | 0.00% | −6−0.1% | Reduced |
| Cresset Asset Management, LLC | 5,488 | $228.3K | 0.00% | −628−10.3% | Reduced |
| Shell Asset Management Co | 5,562 | $231.0K | 0.01% | +5,562 | New |
| Wealth Enhancement Advisory Services, LLC | 5,598 | $232.9K | 0.00% | −2,368−29.7% | Reduced |
| Meeder Advisory Services, Inc. | 5,598 | $232.9K | 0.03% | −506−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,618 | $233.7K | 0.00% | −4,806−46.1% | Reduced |
| DGS Capital Management, LLC | 5,647 | $234.9K | 0.09% | +5,647 | New |
| GPS Wealth Strategies Group, LLC | 5,708 | $237.5K | 0.04% | 00.0% | Unchanged |
| Lindenwold Advisors | 5,895 | $245.2K | 0.14% | −875−12.9% | Reduced |
| STRS Ohio | 6,000 | $249.0K | 0.00% | −21,400−78.1% | Reduced |
| Crossmark Global Holdings, Inc. | 6,123 | $255.0K | 0.01% | −392−6.0% | Reduced |
| Franklin Resources Inc | 6,152 | $255.9K | 0.00% | −7,794−55.9% | Reduced |
| Neuberger Berman Group LLC | 6,200 | $257.9K | 0.00% | −11,041−64.0% | Reduced |
| JustInvest LLC | 6,401 | $266.3K | 0.01% | −3,134−32.9% | Reduced |
| Pathstone Holdings, LLC | 6,407 | $266.5K | 0.00% | +6,407 | New |
| Lincoln National Corp | 6,506 | $270.7K | 0.00% | +56+0.9% | Added |
| West Family Investments, Inc. | 6,798 | $282.8K | 0.10% | +6,798 | New |
| Lighthouse Investment Partners, LLC | 6,819 | $283.7K | 0.02% | −5,061−42.6% | Reduced |
| Guggenheim Capital LLC | 7,006 | $291.4K | 0.00% | +25+0.4% | Added |
| Securian Asset Management, Inc | 7,170 | $298.3K | 0.01% | −100−1.4% | Reduced |
| Pinnacle Associates Ltd | 7,600 | $316.2K | 0.01% | −100−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,763 | $322.9K | 0.00% | +7,763 | New |
| Brevan Howard Capital Management LP | 7,877 | $327.7K | 0.03% | +7,877 | New |
| Pictet Asset Management Holding SA | 8,050 | $334.9K | 0.00% | −913−10.2% | Reduced |
| Virtu Financial LLC | 8,224 | $342.0K | 0.03% | +8,224 | New |
| XTX Topco Ltd | 8,296 | $345.1K | 0.08% | +8,296 | New |
| Point72 Middle East FZE | 9,111 | $379.0K | 0.03% | +9,111 | New |