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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 5,490 | $202.9K | 0.00% | −5,615−50.6% | Reduced |
| Jefferies Financial Group Inc. | 5,435 | $200.9K | 0.00% | +5,435 | New |
| CWM, LLC | 5,226 | $193.0K | 0.00% | +660+14.5% | Added |
| Virtus ETF Advisers LLC | 4,894 | $180.9K | 0.09% | +697+16.6% | Added |
| Quadrant Capital Group LLC | 4,528 | $167.4K | 0.01% | +969+27.2% | Added |
| Public Employees Retirement Association of Colorado | 4,251 | $157.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $147.8K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 3,536 | $130.7K | 0.00% | +3,536 | New |
| Signaturefd, LLC | 3,271 | $120.9K | 0.00% | −390−10.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,769 | $102.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,720 | $100.6K | 0.00% | +256+10.4% | Added |
| KBC Group NV | 2,237 | $83.0K | 0.00% | +579+34.9% | Added |
| Quarry LP | 2,182 | $80.6K | 0.03% | +1,990+1,036.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,868 | $69.0K | 0.00% | +8+0.4% | Added |
| Public Employees Retirement System of Ohio | 1,781 | $65.8K | 0.00% | +161+9.9% | Added |
| Kepos Capital LP | 1,721 | $64.0K | 0.02% | −124,826−98.6% | Reduced |
| Tortoise Investment Management, LLC | 1,728 | $63.9K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,758 | $63.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $55.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,404 | $51.9K | 0.01% | +570+68.3% | Added |
| Allworth Financial LP | 1,236 | $49.2K | 0.00% | +465+60.3% | Added |
| IFP Advisors, Inc | 1,250 | $46.2K | 0.00% | −382−23.4% | Reduced |
| 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 |
| Headlands Technologies LLC | 1,088 | $40.2K | 0.00% | +961+756.7% | Added |
| GWM Advisors LLC | 1,081 | $40.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 983 | $36.3K | 0.00% | +966+5,682.4% | Added |
| Nomura Asset Management Co Ltd | 980 | $36.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 894 | $33.0K | 0.00% | −640−41.7% | Reduced |
| LRI Investments, LLC | 848 | $31.3K | 0.00% | +603+246.1% | Added |
| Fifth Third Bancorp | 822 | $30.4K | 0.00% | −240−22.6% | Reduced |
| Sofos Investments, Inc. | 764 | $28.2K | 0.01% | −764−50.0% | Reduced |
| Lindbrook Capital, LLC | 645 | $23.8K | 0.00% | +89+16.0% | Added |
| Cohen & Steers, Inc. | 614 | $23.0K | 0.00% | −185−23.2% | Reduced |
| Rise Advisors, LLC | 526 | $19.5K | 0.01% | +5+1.0% | Added |
| Spirit of America Management Corp | 500 | $18.5K | 0.00% | +500 | New |
| Motco | 500 | $18.5K | 0.00% | +500 | New |
| Ronald Blue Trust, Inc. | 485 | $18.3K | 0.00% | +129+36.2% | Added |
| Fortis Group Advisors, LLC | 400 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 378 | $14.0K | 0.00% | +4+1.1% | Added |
| SWS Partners | 369 | $13.6K | 0.00% | +369 | New |
| Umb Bank N A | 361 | $13.3K | 0.00% | +27+8.1% | Added |
| Farther Finance Advisors, LLC | 355 | $12.9K | 0.00% | +155+77.5% | Added |
| Massmutual Trust Co FSB | 289 | $10.7K | 0.00% | −22−7.1% | Reduced |
| EverSource Wealth Advisors, LLC | 251 | $10.4K | 0.00% | −119−32.2% | Reduced |
| Private Wealth Management Group, LLC | 280 | $10.3K | 0.00% | +205+273.3% | Added |
| Bell Investment Advisors, Inc | 260 | $9.61K | 0.00% | +138+113.1% | Added |
| Tidemark, LLC | 250 | $9.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 244 | $9.02K | 0.00% | +33+15.6% | Added |
| Covestor Ltd | 232 | $9.00K | 0.01% | −1,644−87.6% | Reduced |
| Sandy Spring Bank | 199 | $7.36K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 180 | $6.66K | 0.00% | +2+1.1% | Added |
| Hexagon Capital Partners LLC | 165 | $6.10K | 0.00% | −72−30.4% | Reduced |
| Brown Brothers Harriman & Co | 150 | $5.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 144 | $5.32K | 0.00% | +144 | New |
| Smithfield Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 129 | $4.77K | 0.00% | −34−20.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 114 | $4.21K | 0.00% | +114 | New |
| FinTrust Capital Advisors, LLC | 102 | $3.77K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 89 | $3.29K | 0.00% | +89 | New |
| Hantz Financial Services, Inc. | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 76 | $2.81K | 0.00% | +76 | New |
| Ashton Thomas Private Wealth, LLC | 74 | $2.73K | 0.00% | +74 | New |
| Proequities, Inc. | 47 | $1.74K | 0.00% | +16+51.6% | Added |
| Prestige Wealth Management Group LLC | 43 | $1.59K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $1.59K | 0.00% | +43 | New |
| Parkside Financial Bank & Trust | 41 | $1.52K | 0.00% | +35+583.3% | Added |
| Farmers & Merchants Investments Inc | 36 | $1.33K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.11K | 0.00% | −24−44.4% | Reduced |
| Private Trust Co NA | 30 | $1.11K | 0.00% | +30 | New |
| International Assets Investment Management, LLC | 26 | $961 | 0.00% | +26 | New |
| SOA Wealth Advisors, LLC. | 25 | $924 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $739 | 0.00% | +15+300.0% | Added |
| Sachetta, LLC | 17 | $715 | 0.00% | −11−39.3% | Reduced |
| AdvisorNet Financial, Inc | 19 | $702 | 0.00% | −110−85.3% | Reduced |
| Global Retirement Partners, LLC | 16 | $591 | 0.00% | +16 | New |
| Harbour Investments, Inc. | 13 | $464 | 0.00% | −11−45.8% | Reduced |
| Assetmark, Inc | 9 | $333 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $296 | 0.00% | +7+700.0% | Added |
| Innealta Capital, LLC | 2 | $74 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $73 | 0.00% | −701−99.7% | Reduced |
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −892,899−100.0% | Sold out |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −626,289−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −187,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −155,200−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −126,808−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −90,912−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −75,007−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −65,421−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −58,995−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −56,157−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −50,021−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −42,397−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −31,697−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −30,940−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −29,360−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −27,706−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −24,509−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,042−100.0% | Sold out |