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, Q2 2024
Institutional positions in TXNM Energy Inc as of Jun 30, 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
- 282
- +9 vs. Q1 2024
- Shares held
- 87.6M
- +2.53M (+3.0%) vs. Q1 2024
- Total value
- $3.24B
- +$34.6M (+1.1%) vs. Q1 2024
- New holders
- 47
- 107 more added
- Sold out
- 38
- 90 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $73 | 0.00% | −701−99.7% | Reduced |
| Innealta Capital, LLC | 2 | $74 | 0.00% | +2 | New |
| Huntington National Bank | 8 | $296 | 0.00% | +7+700.0% | Added |
| Assetmark, Inc | 9 | $333 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $464 | 0.00% | −11−45.8% | Reduced |
| Global Retirement Partners, LLC | 16 | $591 | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 19 | $702 | 0.00% | −110−85.3% | Reduced |
| Sachetta, LLC | 17 | $715 | 0.00% | −11−39.3% | Reduced |
| Rothschild Investment LLC | 20 | $739 | 0.00% | +15+300.0% | Added |
| SOA Wealth Advisors, LLC. | 25 | $924 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26 | $961 | 0.00% | +26 | New |
| MCF Advisors LLC | 30 | $1.11K | 0.00% | −24−44.4% | Reduced |
| Private Trust Co NA | 30 | $1.11K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 36 | $1.33K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $1.52K | 0.00% | +35+583.3% | Added |
| Coppell Advisory Solutions LLC | 43 | $1.59K | 0.00% | +43 | New |
| Prestige Wealth Management Group LLC | 43 | $1.59K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 47 | $1.74K | 0.00% | +16+51.6% | Added |
| Ashton Thomas Private Wealth, LLC | 74 | $2.73K | 0.00% | +74 | New |
| WealthCollab, LLC | 76 | $2.81K | 0.00% | +76 | New |
| Hantz Financial Services, Inc. | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 89 | $3.29K | 0.00% | +89 | New |
| FinTrust Capital Advisors, LLC | 102 | $3.77K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 114 | $4.21K | 0.00% | +114 | New |
| Manchester Capital Management LLC | 129 | $4.77K | 0.00% | −34−20.9% | Reduced |
| Smithfield Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 144 | $5.32K | 0.00% | +144 | New |
| Brown Brothers Harriman & Co | 150 | $5.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 165 | $6.10K | 0.00% | −72−30.4% | Reduced |
| Kelly Financial Services LLC | 180 | $6.66K | 0.00% | +2+1.1% | Added |
| Sandy Spring Bank | 199 | $7.36K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 232 | $9.00K | 0.01% | −1,644−87.6% | Reduced |
| Versant Capital Management, Inc | 244 | $9.02K | 0.00% | +33+15.6% | Added |
| Tidemark, LLC | 250 | $9.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 260 | $9.61K | 0.00% | +138+113.1% | Added |
| Private Wealth Management Group, LLC | 280 | $10.3K | 0.00% | +205+273.3% | Added |
| EverSource Wealth Advisors, LLC | 251 | $10.4K | 0.00% | −119−32.2% | Reduced |
| Massmutual Trust Co FSB | 289 | $10.7K | 0.00% | −22−7.1% | Reduced |
| Farther Finance Advisors, LLC | 355 | $12.9K | 0.00% | +155+77.5% | Added |
| Umb Bank N A | 361 | $13.3K | 0.00% | +27+8.1% | Added |
| SWS Partners | 369 | $13.6K | 0.00% | +369 | New |
| Bessemer Group Inc | 378 | $14.0K | 0.00% | +4+1.1% | Added |
| Fortis Group Advisors, LLC | 400 | $14.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 485 | $18.3K | 0.00% | +129+36.2% | Added |
| Spirit of America Management Corp | 500 | $18.5K | 0.00% | +500 | New |
| Motco | 500 | $18.5K | 0.00% | +500 | New |
| Rise Advisors, LLC | 526 | $19.5K | 0.01% | +5+1.0% | Added |
| Cohen & Steers, Inc. | 614 | $23.0K | 0.00% | −185−23.2% | Reduced |
| Lindbrook Capital, LLC | 645 | $23.8K | 0.00% | +89+16.0% | Added |
| Sofos Investments, Inc. | 764 | $28.2K | 0.01% | −764−50.0% | Reduced |
| Fifth Third Bancorp | 822 | $30.4K | 0.00% | −240−22.6% | Reduced |
| LRI Investments, LLC | 848 | $31.3K | 0.00% | +603+246.1% | Added |
| Parallel Advisors, LLC | 894 | $33.0K | 0.00% | −640−41.7% | Reduced |
| Nomura Asset Management Co Ltd | 980 | $36.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 983 | $36.3K | 0.00% | +966+5,682.4% | Added |
| GWM Advisors LLC | 1,081 | $40.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,088 | $40.2K | 0.00% | +961+756.7% | Added |
| Millburn Ridgefield Corp | 1,246 | $46.1K | 0.00% | −55−4.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,246 | $46.1K | 0.00% | −55−4.2% | Reduced |
| IFP Advisors, Inc | 1,250 | $46.2K | 0.00% | −382−23.4% | Reduced |
| Allworth Financial LP | 1,236 | $49.2K | 0.00% | +465+60.3% | Added |
| GAMMA Investing LLC | 1,404 | $51.9K | 0.01% | +570+68.3% | Added |
| Trust Co of Vermont | 1,500 | $55.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,758 | $63.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,728 | $63.9K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 1,721 | $64.0K | 0.02% | −124,826−98.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,781 | $65.8K | 0.00% | +161+9.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,868 | $69.0K | 0.00% | +8+0.4% | Added |
| Quarry LP | 2,182 | $80.6K | 0.03% | +1,990+1,036.5% | Added |
| KBC Group NV | 2,237 | $83.0K | 0.00% | +579+34.9% | Added |
| Advisor Group Holdings, Inc. | 2,720 | $100.6K | 0.00% | +256+10.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $102.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,271 | $120.9K | 0.00% | −390−10.7% | Reduced |
| First Eagle Investment Management, LLC | 3,536 | $130.7K | 0.00% | +3,536 | New |
| STRS Ohio | 4,000 | $147.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,251 | $157.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,528 | $167.4K | 0.01% | +969+27.2% | Added |
| Virtus ETF Advisers LLC | 4,894 | $180.9K | 0.09% | +697+16.6% | Added |
| CWM, LLC | 5,226 | $193.0K | 0.00% | +660+14.5% | Added |
| Jefferies Financial Group Inc. | 5,435 | $200.9K | 0.00% | +5,435 | New |
| Mackenzie Financial Corp | 5,490 | $202.9K | 0.00% | −5,615−50.6% | Reduced |
| Federated Hermes, Inc. | 5,657 | $209.1K | 0.00% | −4,612−44.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,708 | $211.0K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 5,746 | $212.4K | 0.02% | +5,746 | New |
| Baird Financial Group, Inc. | 5,807 | $214.6K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 5,900 | $218.1K | 0.04% | +5,900 | New |
| Pathstone Holdings, LLC | 6,066 | $224.2K | 0.00% | +6,066 | New |
| Neuberger Berman Group LLC | 6,156 | $227.5K | 0.00% | +6,156 | New |
| Chicago Partners Investment Group LLC | 5,531 | $230.4K | 0.01% | +5,531 | New |
| First Hawaiian Bank | 6,399 | $236.5K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,489 | $240.0K | 0.00% | −635−8.9% | Reduced |
| Connable Office Inc | 6,509 | $240.6K | 0.03% | +6,509 | New |
| Russell Investments Group, Ltd. | 6,600 | $243.9K | 0.00% | −3,210−32.7% | Reduced |
| Occudo Quantitative Strategies LP | 6,711 | $248.0K | 0.04% | +6,711 | New |
| XTX Topco Ltd | 6,908 | $255.3K | 0.02% | −2,220−24.3% | Reduced |
| Inspire Advisors, LLC | 7,103 | $262.5K | 0.03% | +7,103 | New |
| LPL Financial LLC | 7,136 | $263.7K | 0.00% | +7,136 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,140 | $263.9K | 0.00% | +7,140 | New |
| Securian Asset Management, Inc | 7,194 | $265.9K | 0.01% | +224+3.2% | Added |