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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 8,296 | $345.1K | 0.08% | +8,296 | New |
| Virtu Financial LLC | 8,224 | $342.0K | 0.03% | +8,224 | New |
| Pictet Asset Management Holding SA | 8,050 | $334.9K | 0.00% | −913−10.2% | Reduced |
| Brevan Howard Capital Management LP | 7,877 | $327.7K | 0.03% | +7,877 | New |
| Schonfeld Strategic Advisors LLC | 7,763 | $322.9K | 0.00% | +7,763 | New |
| Pinnacle Associates Ltd | 7,600 | $316.2K | 0.01% | −100−1.3% | Reduced |
| Securian Asset Management, Inc | 7,170 | $298.3K | 0.01% | −100−1.4% | Reduced |
| Guggenheim Capital LLC | 7,006 | $291.4K | 0.00% | +25+0.4% | Added |
| Lighthouse Investment Partners, LLC | 6,819 | $283.7K | 0.02% | −5,061−42.6% | Reduced |
| West Family Investments, Inc. | 6,798 | $282.8K | 0.10% | +6,798 | New |
| Lincoln National Corp | 6,506 | $270.7K | 0.00% | +56+0.9% | Added |
| Pathstone Holdings, LLC | 6,407 | $266.5K | 0.00% | +6,407 | New |
| JustInvest LLC | 6,401 | $266.3K | 0.01% | −3,134−32.9% | Reduced |
| Neuberger Berman Group LLC | 6,200 | $257.9K | 0.00% | −11,041−64.0% | Reduced |
| Franklin Resources Inc | 6,152 | $255.9K | 0.00% | −7,794−55.9% | Reduced |
| Crossmark Global Holdings, Inc. | 6,123 | $255.0K | 0.01% | −392−6.0% | Reduced |
| STRS Ohio | 6,000 | $249.0K | 0.00% | −21,400−78.1% | Reduced |
| Lindenwold Advisors | 5,895 | $245.2K | 0.14% | −875−12.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,708 | $237.5K | 0.04% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,647 | $234.9K | 0.09% | +5,647 | New |
| The PNC Financial Services Group, Inc. | 5,618 | $233.7K | 0.00% | −4,806−46.1% | Reduced |
| Meeder Advisory Services, Inc. | 5,598 | $232.9K | 0.03% | −506−8.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,598 | $232.9K | 0.00% | −2,368−29.7% | Reduced |
| Shell Asset Management Co | 5,562 | $231.0K | 0.01% | +5,562 | New |
| Cresset Asset Management, LLC | 5,488 | $228.3K | 0.00% | −628−10.3% | Reduced |
| Mackenzie Financial Corp | 5,472 | $227.6K | 0.00% | −6−0.1% | Reduced |
| HighTower Advisors, LLC | 5,340 | $221.0K | 0.00% | −928−14.8% | Reduced |
| Natixis | 5,196 | $216.2K | 0.00% | −11,500−68.9% | Reduced |
| Trilogy Capital Inc. | 5,061 | $210.5K | 0.01% | −1,045−17.1% | Reduced |
| Metropolitan Life Insurance Co | 4,933 | $205.2K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,612 | $202.2K | 0.01% | +123+2.2% | Added |
| CWM, LLC | 4,413 | $184.0K | 0.00% | −243−5.2% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $177.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,912 | $121.2K | 0.00% | −1,801−38.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $115.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,557 | $106.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,390 | $99.4K | 0.01% | −933−28.1% | Reduced |
| Kepos Capital LP | 2,203 | $92.0K | 0.03% | +1,189+117.3% | Added |
| Parallel Advisors, LLC | 1,998 | $83.1K | 0.00% | −5,756−74.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,830 | $76.1K | 0.00% | +16+0.9% | Added |
| Tortoise Investment Management, LLC | 1,728 | $71.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,575 | $65.5K | 0.00% | −2,720−63.3% | Reduced |
| Trust Co of Vermont | 1,500 | $62.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,497 | $62.3K | 0.00% | −1,961−56.7% | Reduced |
| 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 |
| SYSTM Wealth Solutions LLC | 1,216 | $50.6K | 0.01% | +1,216 | New |
| KBC Group NV | 1,145 | $48.0K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $41.6K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 917 | $38.0K | 0.00% | +851+1,289.4% | Added |
| Fortis Group Advisors, LLC | 800 | $33.3K | 0.01% | +400+100.0% | Added |
| Sofos Investments, Inc. | 764 | $31.8K | 0.01% | −13,752−94.7% | Reduced |
| IFP Advisors, Inc | 700 | $29.1K | 0.00% | −23−3.2% | Reduced |
| Allworth Financial LP | 644 | $26.8K | 0.00% | −444−40.8% | Reduced |
| Nomura Asset Management Co Ltd | 630 | $26.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 453 | $18.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 421 | $17.5K | 0.00% | −679−61.7% | Reduced |
| Bessemer Group Inc | 394 | $16.0K | 0.00% | −85−17.7% | Reduced |
| GAMMA Investing LLC | 404 | $14.6K | 0.00% | +404 | New |
| Umb Bank N A | 300 | $12.5K | 0.00% | −75−20.0% | Reduced |
| LGT Financial Advisors LLC | 298 | $12.4K | 0.02% | +298 | New |
| Hexagon Capital Partners LLC | 293 | $12.2K | 0.00% | +18+6.5% | Added |
| Bell Investment Advisors, Inc | 270 | $11.2K | 0.00% | +147+119.5% | Added |
| Tidemark, LLC | 250 | $10.4K | 0.01% | +250 | New |
| Covestor Ltd | 231 | $10.0K | 0.01% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 237 | $9.86K | 0.00% | −147−38.3% | Reduced |
| WealthCollab, LLC | 206 | $8.57K | 0.01% | +206 | New |
| Sandy Spring Bank | 199 | $8.28K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 176 | $7.34K | 0.00% | +1+0.6% | Added |
| Brown Brothers Harriman & Co | 150 | $6.24K | 0.00% | +150 | New |
| Capital Advisors, Ltd. LLC | 153 | $6.00K | 0.00% | −97−38.8% | Reduced |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 128 | $5.33K | 0.00% | −28−17.9% | Reduced |
| Hantz Financial Services, Inc. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 103 | $4.30K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 102 | $4.24K | 0.00% | +68+200.0% | Added |
| Versant Capital Management, Inc | 96 | $3.99K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 87 | $3.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 77 | $3.20K | 0.00% | +77 | New |
| Newbridge Financial Services Group, Inc. | 75 | $3.12K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 58 | $2.41K | 0.00% | +42+262.5% | Added |
| Advisory Services Network, LLC | 56 | $2.33K | 0.00% | +56 | New |
| Avion Wealth | 43 | $2.00K | 0.00% | −1−2.3% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 42 | $1.75K | 0.00% | +42 | New |
| Farther Finance Advisors, LLC | 41 | $1.71K | 0.00% | +15+57.7% | Added |
| Private Wealth Management Group, LLC | 40 | $1.66K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 36 | $1.50K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 29 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $1.17K | 0.00% | +28 | New |
| Glassman Wealth Services | 25 | $1.04K | 0.00% | −13−34.2% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14 | $1.00K | 0.00% | −49−77.8% | Reduced |
| Huntington National Bank | 18 | $749 | 0.00% | +17+1,700.0% | Added |
| Assetmark, Inc | 9 | $374 | 0.00% | −5−35.7% | Reduced |
| C M Bidwell & Associates Ltd | 4 | $166 | 0.00% | −2,700−99.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,049,116−100.0% | Sold out |