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 |
|---|---|---|---|---|---|
| HRT Financial LP | 82,810 | $3.44M | 0.03% | −4,932−5.6% | Reduced |
| California State Teachers Retirement System | 86,751 | $3.61M | 0.00% | −4,281−4.7% | Reduced |
| New York State Teachers Retirement System | 87,139 | $3.63M | 0.01% | +600+0.7% | Added |
| Manufacturers Life Insurance Company, The | 87,745 | $3.65M | 0.00% | −2,657−2.9% | Reduced |
| MetLife Investment Management | 91,750 | $3.82M | 0.03% | −760−0.8% | Reduced |
| GWM Asset Management Ltd | 91,850 | $3.82M | 21.88% | +91,850 | New |
| Wells Fargo & Company | 96,513 | $4.01M | 0.00% | +4,272+4.6% | Added |
| Panagora Asset Management Inc | 97,726 | $4.07M | 0.02% | −4,512−4.4% | Reduced |
| Vestcor Inc | 98,327 | $4.09M | 0.14% | −98,344−50.0% | Reduced |
| Scoggin Management LP | 100,000 | $4.16M | 4.49% | +100,000 | New |
| Lazard Asset Management LLC | 108,715 | $4.52M | 0.01% | −72,230−39.9% | Reduced |
| TD Asset Management Inc | 110,800 | $4.61M | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 117,100 | $4.87M | 0.56% | +117,100 | New |
| UBS Group AG | 121,497 | $5.05M | 0.00% | +32,431+36.4% | Added |
| UBS Asset Management Americas Inc | 128,334 | $5.34M | 0.00% | +6,191+5.1% | Added |
| Allianz Asset Management GmbH | 133,729 | $5.56M | 0.01% | +81,134+154.3% | Added |
| Covalis (Gibraltar) Ltd | 135,105 | $5.62M | 46.37% | +135,105 | New |
| Invesco Ltd. | 135,858 | $5.65M | 0.00% | +8,290+6.5% | Added |
| Canada Pension Plan Investment Board | 140,000 | $5.82M | 0.01% | +81,000+137.3% | Added |
| Highland Capital Management Fund Advisors, L.P. | 155,665 | $6.48M | 0.98% | 00.0% | Unchanged |
| American International Group, Inc. | 157,887 | $6.57M | 0.03% | −5,143−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 160,164 | $6.66M | 0.05% | +2,591+1.6% | Added |
| Swiss National Bank | 160,700 | $6.69M | 0.00% | −18,600−10.4% | Reduced |
| Silvercrest Asset Management Group LLC | 168,600 | $7.01M | 0.05% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 173,282 | $7.21M | 0.03% | +24,729+16.6% | Added |
| Maven Securities LTD | 176,140 | $7.33M | 0.84% | +116,140+193.6% | Added |
| Public Sector Pension Investment Board | 186,000 | $7.74M | 0.06% | 00.0% | Unchanged |
| Credit Suisse AG | 188,308 | $7.83M | 0.01% | +36,871+24.3% | Added |
| P Schoenfeld Asset Management LP | 188,568 | $7.84M | 2.19% | −393,635−67.6% | Reduced |
| ProShare Advisors LLC | 196,781 | $8.19M | 0.03% | +1,649+0.8% | Added |
| Kapitalo Investimentos Ltda | 199,616 | $8.30M | 1.71% | −22,169−10.0% | Reduced |
| Crestline Management, LP | 200,000 | $8.32M | 0.77% | +200,000 | New |
| Woodline Partners LP | 200,004 | $8.32M | 0.09% | −128,968−39.2% | Reduced |
| FMR LLC | 217,334 | $9.04M | 0.00% | +2,756+1.3% | Added |
| Ameriprise Financial Inc | 223,885 | $9.31M | 0.00% | +5,679+2.6% | Added |
| Jennison Associates LLC | 230,438 | $9.59M | 0.01% | −19,868−7.9% | Reduced |
| Thornburg Investment Management Inc | 241,832 | $10.0M | 0.14% | −3,192−1.3% | Reduced |
| Retirement Systems of Alabama | 242,003 | $10.1M | 0.04% | +329+0.1% | Added |
| Zimmer Partners, LP | 247,917 | $10.3M | 0.38% | +247,917 | New |
| Covalis Capital LLP | 250,911 | $10.4M | 1.70% | +250,911 | New |
| Hotchkis & Wiley Capital Management LLC | 262,655 | $10.9M | 0.04% | +19,360+8.0% | Added |
| Chartwell Investment Partners, LLC | 265,491 | $11.0M | 0.39% | −8,736−3.2% | Reduced |
| Citigroup Inc | 272,287 | $11.3M | 0.02% | +10,891+4.2% | Added |
| D. E. Shaw & Co., Inc. | 285,111 | $11.9M | 0.02% | +229,645+414.0% | Added |
| Nuveen Asset Management, LLC | 295,660 | $12.3M | 0.00% | +50,264+20.5% | Added |
| Water Island Capital LLC | 300,225 | $12.5M | 1.28% | −950,036−76.0% | Reduced |
| Rhumbline Advisers | 309,705 | $12.9M | 0.01% | −4,574−1.5% | Reduced |
| Deutsche Bank AG | 338,424 | $14.1M | 0.01% | +49,492+17.1% | Added |
| Tokio Marine Asset Management Co Ltd | 364,129 | $15.1M | 0.83% | +36,500+11.1% | Added |
| Principal Financial Group Inc | 370,180 | $15.4M | 0.01% | +11,606+3.2% | Added |
| LMR Partners LLP | 372,776 | $15.5M | 0.39% | −190,536−33.8% | Reduced |
| Marshall Wace, LLP | 395,001 | $16.4M | 0.03% | +60,452+18.1% | Added |
| Two Sigma Investments, LP | 402,115 | $16.7M | 0.04% | −41,954−9.4% | Reduced |
| Nomura Holdings Inc | 426,443 | $17.7M | 0.16% | +426,443 | New |
| Citadel Advisors LLC | 430,644 | $17.9M | 0.02% | −1,512,061−77.8% | Reduced |
| Legal & General Group Plc | 474,345 | $19.7M | 0.01% | +17,672+3.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 497,649 | $20.7M | 3.88% | −40,130−7.5% | Reduced |
| California Public Employees Retirement System | 539,694 | $22.5M | 0.02% | −6,503−1.2% | Reduced |
| Carlson Capital L P | 600,344 | $25.0M | 2.00% | +289,744+93.3% | Added |
| Balyasny Asset Management LLC | 603,740 | $25.1M | 0.07% | −282,749−31.9% | Reduced |
| Two Sigma Advisers, LP | 635,600 | $26.4M | 0.06% | −116,700−15.5% | Reduced |
| Segall Bryant & Hamill, LLC | 651,279 | $27.1M | 0.52% | +1,090+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 656,000 | $27.3M | 0.10% | −616,800−48.5% | Reduced |
| Bank of Montreal | 663,320 | $27.7M | 0.01% | +643,189+3,195.0% | Added |
| Qube Research & Technologies Ltd | 676,312 | $28.1M | 0.06% | +123,285+22.3% | Added |
| Gamco Investors, Inc. Et Al | 700,484 | $29.1M | 0.31% | −30,537−4.2% | Reduced |
| Barclays PLC | 712,540 | $29.6M | 0.02% | +14,232+2.0% | Added |
| Segantii Capital Management Ltd | 736,439 | $30.6M | 1.80% | +388,436+111.6% | Added |
| JPMorgan Chase & Co | 741,695 | $30.9M | 0.00% | +66,384+9.8% | Added |
| Bank of America Corp | 750,152 | $31.2M | 0.00% | +84,953+12.8% | Added |
| Adage Capital Partners GP, L.L.C. | 818,311 | $34.0M | 0.07% | −151,312−15.6% | Reduced |
| CNH Partners LLC | 825,718 | $34.3M | 1.39% | +120,146+17.0% | Added |
| Walleye Capital LLC | 853,954 | $35.5M | 0.50% | +299,062+53.9% | Added |
| Millennium Management LLC | 872,780 | $36.3M | 0.03% | +16,058+1.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 892,692 | $37.1M | 0.16% | +53,956+6.4% | Added |
| State of Wisconsin Investment Board | 894,122 | $37.2M | 0.11% | −237,104−21.0% | Reduced |
| Calamos Advisors LLC | 991,028 | $41.2M | 0.21% | +241,028+32.1% | Added |
| Charles Schwab Investment Management Inc | 1,042,426 | $43.4M | 0.01% | +35,060+3.5% | Added |
| Alliancebernstein L.P. | 1,076,278 | $44.8M | 0.02% | +5,128+0.5% | Added |
| Goldman Sachs Group Inc | 1,128,978 | $47.0M | 0.01% | +112,729+11.1% | Added |
| River Road Asset Management, LLC | 1,154,420 | $48.0M | 0.67% | +599,211+107.9% | Added |
| Gabelli Funds LLC | 1,165,438 | $48.5M | 0.37% | −141,743−10.8% | Reduced |
| Renaissance Technologies LLC | 1,226,200 | $51.0M | 0.08% | +130,700+11.9% | Added |
| Falcon Edge Capital, LP | 1,263,997 | $52.6M | 25.36% | −9,856−0.8% | Reduced |
| Northern Trust Corp | 1,286,827 | $53.5M | 0.01% | +9,210+0.7% | Added |
| Bank of New York Mellon Corp | 1,312,111 | $54.6M | 0.01% | +58,872+4.7% | Added |
| Empyrean Capital Partners, LP | 1,403,000 | $58.4M | 3.54% | +1,403,000 | New |
| T. Rowe Price Investment Management, Inc. | 1,473,269 | $61.3M | 0.04% | +18,883+1.3% | Added |
| Dimensional Fund Advisors LP | 1,544,429 | $64.2M | 0.02% | +47,260+3.2% | Added |
| First Trust Advisors LP | 1,587,169 | $66.0M | 0.07% | +94,267+6.3% | Added |
| PSquared Asset Management AG | 1,848,995 | $70.3M | 14.04% | −331,509−15.2% | Reduced |
| Geode Capital Management, LLC | 1,861,549 | $77.4M | 0.01% | +79,374+4.5% | Added |
| Magnetar Financial LLC | 1,994,913 | $83.0M | 2.11% | −102,900−4.9% | Reduced |
| HBK Investments L P | 2,084,100 | $86.7M | 2.07% | −816,000−28.1% | Reduced |
| Morgan Stanley | 2,824,624 | $117.5M | 0.01% | +1,846,486+188.8% | Added |
| Hudson Bay Capital Management LP | 3,037,103 | $126.3M | 1.11% | +366,502+13.7% | Added |
| State Street Corp | 3,367,547 | $140.1M | 0.01% | +194,834+6.1% | Added |
| Vanguard Group Inc | 9,330,930 | $388.2M | 0.01% | −48,104−0.5% | Reduced |
| BlackRock Inc. | 11,257,732 | $468.3M | 0.01% | +82,122+0.7% | Added |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,049,116−100.0% | Sold out |