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, Q3 2024
Institutional positions in TXNM Energy Inc as of Sep 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
- 300
- +21 vs. Q2 2024
- Shares held
- 89.2M
- +13.9M (+18.5%) vs. Q2 2024
- Total value
- $3.90B
- +$1.12B (+40.3%) vs. Q2 2024
- New holders
- 56
- 94 more added
- Sold out
- 35
- 107 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $88 | 0.00% | −7−77.8% | Reduced |
| TFC Financial Management | 2 | $88 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 4 | $176 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $176 | 0.00% | +4 | New |
| Huntington National Bank | 8 | $350 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $555 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $570 | 0.00% | +13 | New |
| Proequities, Inc. | 16 | $700 | 0.00% | −31−66.0% | Reduced |
| Global Retirement Partners, LLC | 16 | $700 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 18 | $788 | 0.00% | −965−98.2% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $1.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.58K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $1.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $2.00K | 0.00% | +64 | New |
| Parkside Financial Bank & Trust | 48 | $2.10K | 0.00% | +7+17.1% | Added |
| Rothschild Investment LLC | 50 | $2.19K | 0.00% | +30+150.0% | Added |
| Umb Bank N A | 61 | $2.67K | 0.00% | −300−83.1% | Reduced |
| WealthCollab, LLC | 76 | $3.33K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 79 | $3.46K | 0.00% | +79 | New |
| Ashton Thomas Securities, LLC | 85 | $3.72K | 0.00% | +85 | New |
| GHP Investment Advisors, Inc. | 85 | $3.72K | 0.00% | +85 | New |
| Hantz Financial Services, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 92 | $4.03K | 0.00% | +73+384.2% | Added |
| Jaffetilchin Investment Partners, LLC | 100 | $4.38K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 102 | $4.46K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 127 | $5.56K | 0.00% | +127 | New |
| Manchester Capital Management LLC | 129 | $5.65K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 194 | $8.49K | 0.00% | +29+17.6% | Added |
| Sandy Spring Bank | 199 | $8.71K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 200 | $8.75K | 0.00% | +200 | New |
| Brown Brothers Harriman & Co | 207 | $9.06K | 0.00% | +57+38.0% | Added |
| Covestor Ltd | 230 | $10.0K | 0.01% | −2−0.9% | Reduced |
| Bell Investment Advisors, Inc | 233 | $10.2K | 0.00% | −27−10.4% | Reduced |
| Jones Financial Companies LLLP | 242 | $10.5K | 0.00% | +242 | New |
| Tidemark, LLC | 250 | $10.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 263 | $11.5K | 0.00% | +12+4.8% | Added |
| Versant Capital Management, Inc | 263 | $11.5K | 0.00% | +19+7.8% | Added |
| Private Wealth Management Group, LLC | 280 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 291 | $12.7K | 0.00% | +2+0.7% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $13.1K | 0.00% | +300 | New |
| Smartleaf Asset Management LLC | 348 | $15.1K | 0.00% | +204+141.7% | Added |
| Farther Finance Advisors, LLC | 389 | $17.0K | 0.00% | +34+9.6% | Added |
| Fortis Group Advisors, LLC | 400 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 449 | $20.0K | 0.00% | +71+18.8% | Added |
| Motco | 500 | $21.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 531 | $23.3K | 0.01% | +5+1.0% | Added |
| International Assets Investment Management, LLC | 1,138 | $26.0K | 0.00% | +1,112+4,276.9% | Added |
| Cohen & Steers, Inc. | 614 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 622 | $27.2K | 0.00% | −23−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 675 | $29.5K | 0.00% | +675 | New |
| Financial Gravity Companies, Inc. | 764 | $33.4K | 0.01% | +764 | New |
| Parallel Advisors, LLC | 818 | $35.8K | 0.00% | −76−8.5% | Reduced |
| Fifth Third Bancorp | 858 | $37.6K | 0.00% | +36+4.4% | Added |
| LRI Investments, LLC | 827 | $37.9K | 0.00% | −21−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,091 | $40.3K | 0.00% | +606+124.9% | Added |
| Nomura Asset Management Co Ltd | 980 | $42.9K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 1,004 | $43.9K | 0.00% | −242−19.4% | Reduced |
| Catalyst Capital Advisors LLC | 1,004 | $43.9K | 0.00% | −242−19.4% | Reduced |
| GWM Advisors LLC | 1,081 | $47.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,125 | $49.2K | 0.00% | −125−10.0% | Reduced |
| Allworth Financial LP | 1,242 | $54.4K | 0.00% | +6+0.5% | Added |
| Bryn Mawr Trust Co | 1,365 | $59.7K | 0.00% | +1,365 | New |
| Trust Co of Vermont | 1,504 | $65.8K | 0.00% | +4+0.3% | Added |
| Russell Investments Group, Ltd. | 1,529 | $66.9K | 0.00% | −5,071−76.8% | Reduced |
| Tortoise Investment Management, LLC | 1,728 | $75.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,758 | $76.9K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,855 | $81.0K | 0.04% | +134+7.8% | Added |
| Public Employees Retirement System of Ohio | 1,871 | $81.9K | 0.00% | +90+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,886 | $82.5K | 0.00% | +18+1.0% | Added |
| Tower Research Capital LLC (TRC) | 1,901 | $83.2K | 0.00% | −23,562−92.5% | Reduced |
| Eastern Bank | 2,090 | $91.5K | 0.00% | +2,090 | New |
| Spirit of America Management Corp | 2,300 | $100.7K | 0.02% | +1,800+360.0% | Added |
| GAMMA Investing LLC | 2,482 | $108.6K | 0.01% | +1,078+76.8% | Added |
| Signaturefd, LLC | 2,783 | $121.8K | 0.00% | −488−14.9% | Reduced |
| KBC Group NV | 2,829 | $124.0K | 0.00% | +592+26.5% | Added |
| Advisor Group Holdings, Inc. | 2,948 | $129.1K | 0.00% | +228+8.4% | Added |
| First Eagle Investment Management, LLC | 3,582 | $156.8K | 0.00% | +46+1.3% | Added |
| Quadrant Capital Group LLC | 3,947 | $172.8K | 0.01% | −581−12.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $186.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,486 | $196.4K | 0.09% | −408−8.3% | Reduced |
| First Trust Investment Solutions L.P. | 4,670 | $204.4K | 0.02% | +4,670 | New |
| Legacy Wealth Asset Management, LLC | 4,773 | $208.9K | 0.06% | +4,773 | New |
| Shell Asset Management Co | 4,773 | $209.0K | 0.01% | +4,773 | New |
| SG Americas Securities, LLC | 4,869 | $213.0K | 0.00% | −15,324−75.9% | Reduced |
| Phillips Wealth Planners LLC | 4,984 | $218.5K | 0.21% | +4,984 | New |
| Thoroughbred Financial Services, LLC | 5,118 | $224.0K | 0.01% | +5,118 | New |
| STRS Ohio | 5,200 | $227.6K | 0.00% | +1,200+30.0% | Added |
| Crossmark Global Holdings, Inc. | 5,222 | $229.0K | 0.00% | +5,222 | New |
| Susquehanna International Group, LLP | 5,274 | $230.8K | 0.00% | +5,274 | New |
| CWM, LLC | 5,430 | $238.0K | 0.00% | +204+3.9% | Added |
| Sanctuary Advisors, LLC | 5,005 | $244.2K | 0.00% | +5,005 | New |
| Commonwealth Equity Services, LLC | 5,619 | $246.0K | 0.00% | +5,619 | New |
| Quantinno Capital Management LP | 5,694 | $249.2K | 0.00% | +5,694 | New |
| GPS Wealth Strategies Group, LLC | 5,726 | $250.6K | 0.03% | +18+0.3% | Added |
| Federated Hermes, Inc. | 5,790 | $253.4K | 0.00% | +133+2.4% | Added |