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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.

Institutional holdersQ1 2024: 276 institutions
Q1 2021: 255 institutionsQ2 2021: 261 institutionsQ3 2021: 262 institutionsQ4 2021: 262 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 269 institutionsQ4 2022: 295 institutionsQ1 2023: 291 institutionsQ2 2023: 287 institutionsQ3 2023: 298 institutionsQ4 2023: 299 institutionsQ1 2024: 276 institutionsQ2 2024: 282 institutionsQ3 2024: 300 institutionsQ4 2024: 301 institutionsQ1 2025: 323 institutionsQ2 2025: 351 institutionsQ3 2025: 365 institutionsQ4 2025: 379 institutionsQ1 2026: 380 institutionsQ2 2026: 385 institutions
Value heldQ1 2024: $3.21B
Q1 2021: $3.75BQ2 2021: $3.63BQ3 2021: $3.77BQ4 2021: $3.53BQ1 2022: $3.89BQ2 2022: $3.79BQ3 2022: $3.67BQ4 2022: $3.83BQ1 2023: $3.88BQ2 2023: $3.68BQ3 2023: $3.77BQ4 2023: $3.53BQ1 2024: $3.21BQ2 2024: $3.24BQ3 2024: $3.90BQ4 2024: $4.86BQ1 2025: $5.19BQ2 2025: $6.00BQ3 2025: $5.97BQ4 2025: $6.41BQ1 2026: $6.40BQ2 2026: $6.33B
Institutions holding TXNM and their total value by quarter
QuarterHoldersValue
Q2 2026385$6.33B
Q1 2026380$6.40B
Q4 2025379$6.41B
Q3 2025365$5.97B
Q2 2025351$6.00B
Q1 2025323$5.19B
Q4 2024301$4.86B
Q3 2024300$3.90B
Q2 2024282$3.24B
Q1 2024276$3.21B
Q4 2023299$3.53B
Q3 2023298$3.77B
Q2 2023287$3.68B
Q1 2023291$3.88B
Q4 2022295$3.83B
Q3 2022269$3.67B
Q2 2022259$3.79B
Q1 2022261$3.89B
Q4 2021262$3.53B
Q3 2021262$3.77B
Q2 2021261$3.63B
Q1 2021255$3.75B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q4 2023.

Institutions holding TXNM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BCK Capital Management LP129,971$4.89M3.32%+92,838+250.0%Added
First Washington CORP131,235$4.94M1.89%+131,235New
UBS Asset Management Americas Inc131,635$4.95M0.00%+3,301+2.6%Added
Marshall Wace, LLP135,869$5.11M0.01%−259,132−65.6%Reduced
Credit Suisse AG147,026$5.53M0.01%−41,282−21.9%Reduced
Citadel Advisors LLC151,159$5.69M0.01%−279,485−64.9%Reduced
American International Group, Inc.155,200$5.84M0.02%−2,687−1.7%Reduced
Swiss National Bank160,700$6.05M0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys170,755$6.43M0.04%+10,591+6.6%Added
Alliancebernstein L.P.173,500$6.53M0.00%−902,778−83.9%Reduced
Holocene Advisors, LP174,277$6.56M0.02%+174,277New
Public Sector Pension Investment Board186,000$7.00M0.05%00.0%Unchanged
British Columbia Investment Management Corp187,000$7.04M0.05%+187,000New
Peregrine Capital Management LLC188,235$7.09M0.20%+188,235New
TD Asset Management Inc193,612$7.29M0.01%+82,812+74.7%Added
SIR Capital Management, L.P.211,700$7.97M0.80%+211,700New
ProShare Advisors LLC221,423$8.33M0.02%+24,642+12.5%Added
FMR LLC235,279$8.86M0.00%+17,945+8.3%Added
AQR Capital Management LLC242,504$9.11M0.02%+195,445+415.3%Added
Retirement Systems of Alabama242,288$9.12M0.04%+285+0.1%Added
Barclays PLC273,713$10.3M0.00%−438,827−61.6%Reduced
Citigroup Inc279,277$10.5M0.01%+6,990+2.6%Added
Water Island Capital LLC292,596$11.0M1.25%−7,629−2.5%Reduced
Thornburg Investment Management Inc309,348$11.6M0.16%+67,516+27.9%Added
Rhumbline Advisers311,766$11.7M0.01%+2,061+0.7%Added
Hotchkis & Wiley Capital Management LLC316,410$11.9M0.04%+53,755+20.5%Added
Nuveen Asset Management, LLC317,817$12.0M0.00%+22,157+7.5%Added
Principal Financial Group Inc326,000$12.3M0.01%−44,180−11.9%Reduced
Balyasny Asset Management LLC351,869$13.2M0.03%−251,871−41.7%Reduced
Chartwell Investment Partners, LLC354,163$13.3M0.46%+88,672+33.4%Added
JPMorgan Chase & Co360,531$13.6M0.00%−381,164−51.4%Reduced
Deutsche Bank AG390,484$14.7M0.01%+52,060+15.4%Added
Goldman Sachs Group Inc391,271$14.7M0.00%−737,707−65.3%Reduced
Adage Capital Partners GP, L.L.C.393,311$14.8M0.03%−425,000−51.9%Reduced
Falcon Edge Capital, LP410,496$15.5M4.70%−853,501−67.5%Reduced
Legal & General Group Plc473,802$17.8M0.01%−543−0.1%Reduced
Calamos Advisors LLC484,226$18.2M0.09%−506,802−51.1%Reduced
Gabelli & Co Investment Advisers, Inc.497,649$18.7M3.26%00.0%Unchanged
California Public Employees Retirement System539,001$20.3M0.01%−693−0.1%Reduced
Jane Street Group, LLC540,655$20.4M0.03%+494,215+1,064.2%Added
Carlson Capital L P543,764$20.5M1.66%−56,580−9.4%Reduced
Invesco Ltd.549,357$20.7M0.00%+413,499+304.4%Added
Two Sigma Investments, LP613,184$23.1M0.06%+211,069+52.5%Added
Clean Energy Transition LLP626,289$23.6M2.33%+626,289New
Segall Bryant & Hamill, LLC638,248$24.0M0.45%−13,031−2.0%Reduced
Raymond James & Associates654,511$24.6M0.02%+582,919+814.2%Added
Bank of America Corp659,457$24.8M0.00%−90,695−12.1%Reduced
Prudential Financial Inc680,223$25.6M0.04%+670,510+6,903.2%Added
Gamco Investors, Inc. Et Al712,517$26.8M0.27%+12,033+1.7%Added
Ameriprise Financial Inc713,781$26.9M0.01%+489,896+218.8%Added
Morgan Stanley721,361$27.2M0.00%−2,103,263−74.5%Reduced
Millennium Management LLC758,419$28.5M0.02%−114,361−13.1%Reduced
State of Wisconsin Investment Board793,513$29.9M0.08%−100,609−11.3%Reduced
Renaissance Technologies LLC868,300$32.7M0.05%−357,900−29.2%Reduced
Walleye Capital LLC892,899$33.6M0.37%+38,945+4.6%Added
Two Sigma Advisers, LP906,000$34.1M0.08%+270,400+42.5%Added
Acadian Asset Management LLC933,783$35.1M0.12%+933,783New
Northern Trust Corp1,004,437$37.8M0.01%−282,390−21.9%Reduced
Charles Schwab Investment Management Inc1,098,294$41.3M0.01%+55,868+5.4%Added
Gabelli Funds LLC1,216,738$45.8M0.34%+51,300+4.4%Added
Franklin Resources Inc1,249,508$47.0M0.01%+1,243,356+20,210.6%Added
Empyrean Capital Partners, LP1,404,554$52.9M3.03%+1,554+0.1%Added
Dimensional Fund Advisors LP1,510,891$56.9M0.02%−33,538−2.2%Reduced
Bank of New York Mellon Corp1,512,425$56.9M0.01%+200,314+15.3%Added
Wellington Management Group LLP1,640,563$61.8M0.01%+1,640,563New
Reaves W H & Co Inc1,740,227$65.5M2.32%+1,712,089+6,084.6%Added
Point72 Asset Management, L.P.1,855,392$69.8M0.20%+1,830,392+7,321.6%Added
Geode Capital Management, LLC1,925,991$72.5M0.01%+64,442+3.5%Added
Hudson Bay Capital Management LP2,019,505$76.0M0.67%−1,017,598−33.5%Reduced
Fuller & Thaler Asset Management, Inc.2,603,814$98.0M0.43%+2,603,814New
River Road Asset Management, LLC2,886,260$108.6M1.47%+1,731,840+150.0%Added
State Street Corp3,244,637$122.1M0.01%−122,910−3.6%Reduced
Zimmer Partners, LP3,551,669$133.7M2.91%+3,303,752+1,332.6%Added
T. Rowe Price Investment Management, Inc.5,408,684$203.6M0.12%+3,935,415+267.1%Added
Vanguard Group Inc9,498,325$357.5M0.01%+167,395+1.8%Added
BlackRock Inc.11,668,847$439.2M0.01%+411,115+3.7%Added
HBK Investments L P0$00.00%−2,084,100−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,994,913−100.0%Sold out
PSquared Asset Management AG0$00.00%−1,848,995−100.0%Sold out
First Trust Advisors LP0$00.00%−1,587,169−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−892,692−100.0%Sold out
CNH Partners LLC0$00.00%−825,718−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−736,439−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−656,000−100.0%Sold out
Nomura Holdings Inc0$00.00%−426,443−100.0%Sold out
LMR Partners LLP0$00.00%−372,776−100.0%Sold out
Tokio Marine Asset Management Co Ltd0$00.00%−364,129−100.0%Sold out
Covalis Capital LLP0$00.00%−250,911−100.0%Sold out
Jennison Associates LLC0$00.00%−230,438−100.0%Sold out
Woodline Partners LP0$00.00%−200,004−100.0%Sold out
P Schoenfeld Asset Management LP0$00.00%−188,568−100.0%Sold out
Silvercrest Asset Management Group LLC0$00.00%−168,600−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−140,000−100.0%Sold out
Covalis (Gibraltar) Ltd0$00.00%−135,105−100.0%Sold out
Scoggin Management LP0$00.00%−100,000−100.0%Sold out
Jet Capital Investors L P0$00.00%−78,036−100.0%Sold out
HighVista Strategies LLC0$00.00%−69,909−100.0%Sold out
Yaupon Capital Management LP0$00.00%−68,336−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−64,956−100.0%Sold out
Advisors Preferred, LLC0$00.00%−62,358−100.0%Sold out