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, Q1 2024
Institutional positions in TXNM Energy Inc as of Mar 31, 2024. 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
- 276
- −21 vs. Q4 2023
- Shares held
- 85.2M
- +165.8K (+0.2%) vs. Q4 2023
- Total value
- $3.21B
- −$322.5M (−9.1%) vs. Q4 2023
- New holders
- 52
- 106 more added
- Sold out
- 73
- 91 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | +8 | New |
| Huntington National Bank | 1 | $38 | 0.00% | −17−94.4% | Reduced |
| Rothschild Investment LLC | 5 | $188 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $226 | 0.00% | +6 | New |
| Assetmark, Inc | 9 | $339 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 17 | $640 | 0.00% | −23,138−99.9% | Reduced |
| Harbour Investments, Inc. | 24 | $919 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $941 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $1.17K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 31 | $1.17K | 0.00% | +2+6.9% | Added |
| WR Wealth Planners, LLC | 35 | $1.32K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 36 | $1.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $1.62K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $2.03K | 0.00% | +54 | New |
| Riggs Asset Managment Co. Inc. | 72 | $2.71K | 0.00% | +72 | New |
| Private Wealth Management Group, LLC | 75 | $2.82K | 0.00% | +35+87.5% | Added |
| Hantz Financial Services, Inc. | 91 | $3.00K | 0.00% | −29−24.2% | Reduced |
| FinTrust Capital Advisors, LLC | 102 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $4.59K | 0.00% | −148−54.8% | Reduced |
| Headlands Technologies LLC | 127 | $4.78K | 0.00% | +127 | New |
| AdvisorNet Financial, Inc | 129 | $4.86K | 0.00% | +87+207.1% | Added |
| Smithfield Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $5.65K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 163 | $6.14K | 0.00% | +163 | New |
| Kelly Financial Services LLC | 178 | $6.71K | 0.00% | +2+1.1% | Added |
| Quarry LP | 192 | $7.23K | 0.00% | +192 | New |
| Farther Finance Advisors, LLC | 200 | $7.47K | 0.00% | +159+387.8% | Added |
| Sandy Spring Bank | 199 | $7.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 211 | $7.94K | 0.00% | +115+119.8% | Added |
| Hexagon Capital Partners LLC | 237 | $8.92K | 0.00% | −56−19.1% | Reduced |
| LRI Investments, LLC | 245 | $9.22K | 0.00% | +245 | New |
| Tidemark, LLC | 250 | $9.41K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 300 | $11.3K | 0.00% | +300 | New |
| Massmutual Trust Co FSB | 311 | $11.7K | 0.00% | +253+436.2% | Added |
| Umb Bank N A | 334 | $12.6K | 0.00% | +34+11.3% | Added |
| Ronald Blue Trust, Inc. | 356 | $13.4K | 0.00% | +342+2,442.9% | Added |
| EverSource Wealth Advisors, LLC | 370 | $13.7K | 0.00% | +242+189.1% | Added |
| Bessemer Group Inc | 374 | $14.0K | 0.00% | −20−5.1% | Reduced |
| Fortis Group Advisors, LLC | 400 | $15.1K | 0.00% | −400−50.0% | Reduced |
| Rise Advisors, LLC | 521 | $19.6K | 0.01% | +521 | New |
| Lindbrook Capital, LLC | 556 | $20.9K | 0.00% | +319+134.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 703 | $26.5K | 0.00% | +703 | New |
| Allworth Financial LP | 771 | $29.0K | 0.00% | +127+19.7% | Added |
| Cohen & Steers, Inc. | 799 | $30.0K | 0.00% | +799 | New |
| GAMMA Investing LLC | 834 | $31.4K | 0.01% | +430+106.4% | Added |
| Nomura Asset Management Co Ltd | 980 | $36.9K | 0.00% | +350+55.6% | Added |
| Fifth Third Bancorp | 1,062 | $40.0K | 0.00% | +641+152.3% | Added |
| GWM Advisors LLC | 1,081 | $40.7K | 0.00% | +628+138.6% | Added |
| Millburn Ridgefield Corp | 1,301 | $49.0K | 0.00% | −129−9.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,301 | $49.0K | 0.00% | −129−9.0% | Reduced |
| Trust Co of Vermont | 1,500 | $56.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,534 | $57.7K | 0.00% | −464−23.2% | Reduced |
| Sofos Investments, Inc. | 1,528 | $60.5K | 0.01% | +764+100.0% | Added |
| Public Employees Retirement System of Ohio | 1,620 | $61.0K | 0.00% | +123+8.2% | Added |
| IFP Advisors, Inc | 1,632 | $61.4K | 0.00% | +932+133.1% | Added |
| KBC Group NV | 1,658 | $62.0K | 0.00% | +513+44.8% | Added |
| Tortoise Investment Management, LLC | 1,728 | $65.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,758 | $65.7K | 0.00% | +1,758 | New |
| Northwestern Mutual Wealth Management Co | 1,860 | $70.0K | 0.00% | +30+1.6% | Added |
| Covestor Ltd | 1,876 | $71.0K | 0.05% | +1,645+712.1% | Added |
| Point72 (DIFC) Ltd | 1,997 | $75.2K | 0.01% | +1,997 | New |
| Cambridge Trust Co | 2,110 | $79.4K | 0.00% | −447−17.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,433 | $91.6K | 0.02% | +2,433 | New |
| Advisor Group Holdings, Inc. | 2,464 | $92.8K | 0.00% | −448−15.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $104.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,845 | $107.1K | 0.00% | −19,854−87.5% | Reduced |
| USA Financial Portformulas Corp | 2,911 | $109.6K | 0.02% | +2,911 | New |
| Quadrant Capital Group LLC | 3,559 | $134.0K | 0.01% | +1,169+48.9% | Added |
| Signaturefd, LLC | 3,661 | $137.8K | 0.00% | +2,086+132.4% | Added |
| STRS Ohio | 4,000 | $150.0K | 0.00% | −2,000−33.3% | Reduced |
| Virtus ETF Advisers LLC | 4,197 | $158.0K | 0.08% | +4,197 | New |
| Public Employees Retirement Association of Colorado | 4,251 | $160.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,496 | $169.2K | 0.01% | −437−8.9% | Reduced |
| CWM, LLC | 4,566 | $172.0K | 0.00% | +153+3.5% | Added |
| Shell Asset Management Co | 5,047 | $187.0K | 0.01% | −515−9.3% | Reduced |
| Prelude Capital Management, LLC | 5,385 | $202.7K | 0.01% | −30,585−85.0% | Reduced |
| Pinnacle Associates Ltd | 5,500 | $207.0K | 0.00% | −2,100−27.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,708 | $214.8K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,807 | $218.6K | 0.00% | +5,807 | New |
| Aigen Investment Management, LP | 6,052 | $227.8K | 0.05% | +6,052 | New |
| Crossmark Global Holdings, Inc. | 6,053 | $228.0K | 0.00% | −70−1.1% | Reduced |
| First Hawaiian Bank | 6,399 | $240.9K | 0.01% | +6,399 | New |
| SG Americas Securities, LLC | 6,414 | $241.0K | 0.00% | −60,081−90.4% | Reduced |
| Lincoln National Corp | 6,575 | $247.5K | 0.00% | +69+1.1% | Added |
| Securian Asset Management, Inc | 6,970 | $262.4K | 0.01% | −200−2.8% | Reduced |
| Teacher Retirement System of Texas | 7,124 | $268.0K | 0.00% | +7,124 | New |
| M&T Bank Corp | 7,285 | $274.2K | 0.00% | +7,285 | New |
| Dorsey & Whitney Trust CO LLC | 7,489 | $281.9K | 0.02% | +7,489 | New |
| Simplex Trading, LLC | 7,493 | $282.0K | 0.01% | +6,576+717.1% | Added |
| The PNC Financial Services Group, Inc. | 7,690 | $289.5K | 0.00% | +2,072+36.9% | Added |
| Brevan Howard Capital Management LP | 7,716 | $290.4K | 0.03% | −161−2.0% | Reduced |
| Group One Trading, L.P. | 8,754 | $329.5K | 0.01% | +8,754 | New |
| Wealth Enhancement Advisory Services, LLC | 8,888 | $334.6K | 0.00% | +3,290+58.8% | Added |
| Gsa Capital Partners LLP | 8,907 | $335.0K | 0.03% | +8,907 | New |
| Raymond James Trust N.A. | 8,954 | $337.0K | 0.01% | +8,954 | New |
| XTX Topco Ltd | 9,128 | $343.6K | 0.05% | +832+10.0% | Added |
| Bank of Nova Scotia | 9,226 | $347.3K | 0.00% | −191−2.0% | Reduced |
| State of Alaska, Department of Revenue | 9,270 | $348.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,500 | $357.6K | 0.00% | +4,012+73.1% | Added |
| CWM Advisors, LLC | 9,530 | $358.7K | 0.04% | +290+3.1% | Added |