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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 5,790 | $253.4K | 0.00% | +133+2.4% | Added |
| GPS Wealth Strategies Group, LLC | 5,726 | $250.6K | 0.03% | +18+0.3% | Added |
| Quantinno Capital Management LP | 5,694 | $249.2K | 0.00% | +5,694 | New |
| Commonwealth Equity Services, LLC | 5,619 | $246.0K | 0.00% | +5,619 | New |
| Sanctuary Advisors, LLC | 5,005 | $244.2K | 0.00% | +5,005 | New |
| CWM, LLC | 5,430 | $238.0K | 0.00% | +204+3.9% | Added |
| Susquehanna International Group, LLP | 5,274 | $230.8K | 0.00% | +5,274 | New |
| Crossmark Global Holdings, Inc. | 5,222 | $229.0K | 0.00% | +5,222 | New |
| STRS Ohio | 5,200 | $227.6K | 0.00% | +1,200+30.0% | Added |
| Thoroughbred Financial Services, LLC | 5,118 | $224.0K | 0.01% | +5,118 | New |
| Phillips Wealth Planners LLC | 4,984 | $218.5K | 0.21% | +4,984 | New |
| SG Americas Securities, LLC | 4,869 | $213.0K | 0.00% | −15,324−75.9% | Reduced |
| Shell Asset Management Co | 4,773 | $209.0K | 0.01% | +4,773 | New |
| Legacy Wealth Asset Management, LLC | 4,773 | $208.9K | 0.06% | +4,773 | New |
| First Trust Investment Solutions L.P. | 4,670 | $204.4K | 0.02% | +4,670 | New |
| Virtus ETF Advisers LLC | 4,486 | $196.4K | 0.09% | −408−8.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $186.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,947 | $172.8K | 0.01% | −581−12.8% | Reduced |
| First Eagle Investment Management, LLC | 3,582 | $156.8K | 0.00% | +46+1.3% | Added |
| Advisor Group Holdings, Inc. | 2,948 | $129.1K | 0.00% | +228+8.4% | Added |
| KBC Group NV | 2,829 | $124.0K | 0.00% | +592+26.5% | Added |
| Signaturefd, LLC | 2,783 | $121.8K | 0.00% | −488−14.9% | Reduced |
| GAMMA Investing LLC | 2,482 | $108.6K | 0.01% | +1,078+76.8% | Added |
| Spirit of America Management Corp | 2,300 | $100.7K | 0.02% | +1,800+360.0% | Added |
| Eastern Bank | 2,090 | $91.5K | 0.00% | +2,090 | New |
| Tower Research Capital LLC (TRC) | 1,901 | $83.2K | 0.00% | −23,562−92.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,886 | $82.5K | 0.00% | +18+1.0% | Added |
| Public Employees Retirement System of Ohio | 1,871 | $81.9K | 0.00% | +90+5.1% | Added |
| Kepos Capital LP | 1,855 | $81.0K | 0.04% | +134+7.8% | Added |
| CIBC Private Wealth Group, LLC | 1,758 | $76.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,728 | $75.6K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,529 | $66.9K | 0.00% | −5,071−76.8% | Reduced |
| Trust Co of Vermont | 1,504 | $65.8K | 0.00% | +4+0.3% | Added |
| Bryn Mawr Trust Co | 1,365 | $59.7K | 0.00% | +1,365 | New |
| Allworth Financial LP | 1,242 | $54.4K | 0.00% | +6+0.5% | Added |
| IFP Advisors, Inc | 1,125 | $49.2K | 0.00% | −125−10.0% | Reduced |
| GWM Advisors LLC | 1,081 | $47.3K | 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 |
| Nomura Asset Management Co Ltd | 980 | $42.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,091 | $40.3K | 0.00% | +606+124.9% | Added |
| LRI Investments, LLC | 827 | $37.9K | 0.00% | −21−2.5% | Reduced |
| Fifth Third Bancorp | 858 | $37.6K | 0.00% | +36+4.4% | Added |
| Parallel Advisors, LLC | 818 | $35.8K | 0.00% | −76−8.5% | Reduced |
| Financial Gravity Companies, Inc. | 764 | $33.4K | 0.01% | +764 | New |
| Steward Partners Investment Advisory, LLC | 675 | $29.5K | 0.00% | +675 | New |
| Lindbrook Capital, LLC | 622 | $27.2K | 0.00% | −23−3.6% | Reduced |
| Cohen & Steers, Inc. | 614 | $27.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,138 | $26.0K | 0.00% | +1,112+4,276.9% | Added |
| Rise Advisors, LLC | 531 | $23.3K | 0.01% | +5+1.0% | Added |
| Motco | 500 | $21.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 449 | $20.0K | 0.00% | +71+18.8% | Added |
| Fortis Group Advisors, LLC | 400 | $17.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 389 | $17.0K | 0.00% | +34+9.6% | Added |
| Smartleaf Asset Management LLC | 348 | $15.1K | 0.00% | +204+141.7% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $13.1K | 0.00% | +300 | New |
| Massmutual Trust Co FSB | 291 | $12.7K | 0.00% | +2+0.7% | Added |
| Private Wealth Management Group, LLC | 280 | $12.3K | 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 |
| Tidemark, LLC | 250 | $10.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 242 | $10.5K | 0.00% | +242 | New |
| Bell Investment Advisors, Inc | 233 | $10.2K | 0.00% | −27−10.4% | Reduced |
| Covestor Ltd | 230 | $10.0K | 0.01% | −2−0.9% | Reduced |
| Brown Brothers Harriman & Co | 207 | $9.06K | 0.00% | +57+38.0% | Added |
| Principal Securities, Inc. | 200 | $8.75K | 0.00% | +200 | New |
| Sandy Spring Bank | 199 | $8.71K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 194 | $8.49K | 0.00% | +29+17.6% | Added |
| Smithfield Trust Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 129 | $5.65K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 127 | $5.56K | 0.00% | +127 | New |
| FinTrust Capital Advisors, LLC | 102 | $4.46K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 100 | $4.38K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 92 | $4.03K | 0.00% | +73+384.2% | Added |
| Hantz Financial Services, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $3.72K | 0.00% | +85 | New |
| Ashton Thomas Securities, LLC | 85 | $3.72K | 0.00% | +85 | New |
| Capital Performance Advisors LLP | 79 | $3.46K | 0.00% | +79 | New |
| WealthCollab, LLC | 76 | $3.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 61 | $2.67K | 0.00% | −300−83.1% | Reduced |
| Rothschild Investment LLC | 50 | $2.19K | 0.00% | +30+150.0% | Added |
| Parkside Financial Bank & Trust | 48 | $2.10K | 0.00% | +7+17.1% | Added |
| Hemington Wealth Management | 64 | $2.00K | 0.00% | +64 | New |
| Prestige Wealth Management Group LLC | 43 | $1.88K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $1.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.58K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.31K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $1.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 18 | $788 | 0.00% | −965−98.2% | Reduced |
| Proequities, Inc. | 16 | $700 | 0.00% | −31−66.0% | Reduced |
| Global Retirement Partners, LLC | 16 | $700 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $570 | 0.00% | +13 | New |
| Harbour Investments, Inc. | 13 | $555 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $350 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $176 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $176 | 0.00% | +4 | New |
| Assetmark, Inc | 2 | $88 | 0.00% | −7−77.8% | Reduced |
| TFC Financial Management | 2 | $88 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |