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, Q4 2024
Institutional positions in TXNM Energy Inc as of Dec 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
- 301
- +7 vs. Q3 2024
- Shares held
- 98.8M
- +10.7M (+12.1%) vs. Q3 2024
- Total value
- $4.86B
- +$1.00B (+25.9%) vs. Q3 2024
- New holders
- 45
- 109 more added
- Sold out
- 38
- 96 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $98 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $109 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $197 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $197 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $246 | 0.00% | −87−94.6% | Reduced |
| SJS Investment Consulting Inc. | 7 | $345 | 0.00% | +3+75.0% | Added |
| Huntington National Bank | 8 | $393 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $393 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $393 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 11 | $540 | 0.00% | +11 | New |
| Continuum Advisory, LLC | 11 | $541 | 0.00% | +11 | New |
| Global Retirement Partners, LLC | 13 | $639 | 0.00% | −3−18.8% | Reduced |
| Proequities, Inc. | 16 | $754 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.18K | 0.00% | +11+84.6% | Added |
| SOA Wealth Advisors, LLC. | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $1.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 37 | $1.82K | 0.00% | +37 | New |
| Coppell Advisory Solutions LLC | 43 | $2.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.12K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $2.46K | 0.00% | +50 | New |
| Millstone Evans Group, LLC | 53 | $2.61K | 0.00% | +53 | New |
| Parkside Financial Bank & Trust | 60 | $2.95K | 0.00% | +12+25.0% | Added |
| Hemington Wealth Management | 75 | $3.00K | 0.00% | +11+17.2% | Added |
| Rothschild Investment LLC | 70 | $3.44K | 0.00% | +20+40.0% | Added |
| NBC Securities, Inc. | 73 | $3.64K | 0.33% | −57,626−99.9% | Reduced |
| WealthCollab, LLC | 76 | $3.74K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $4.18K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $5.75K | 0.00% | +117 | New |
| Manchester Capital Management LLC | 129 | $6.34K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $7.38K | 0.00% | −57−27.5% | Reduced |
| Jones Financial Companies LLLP | 189 | $9.31K | 0.00% | −53−21.9% | Reduced |
| Sandy Spring Bank | 199 | $9.79K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 200 | $9.83K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 202 | $9.92K | 0.00% | +202 | New |
| Bell Investment Advisors, Inc | 209 | $10.3K | 0.00% | −24−10.3% | Reduced |
| Covestor Ltd | 225 | $11.0K | 0.01% | −5−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 219 | $11.0K | 0.00% | +219 | New |
| Tidemark, LLC | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 258 | $12.7K | 0.00% | +258 | New |
| Hexagon Capital Partners LLC | 269 | $13.2K | 0.00% | +75+38.7% | Added |
| Private Wealth Management Group, LLC | 280 | $13.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 357 | $17.5K | 0.00% | −32−8.2% | Reduced |
| Fortis Group Advisors, LLC | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 408 | $20.1K | 0.00% | +347+568.9% | Added |
| Elequin Capital LP | 426 | $20.9K | 0.00% | +299+235.4% | Added |
| Massmutual Trust Co FSB | 445 | $21.9K | 0.00% | +154+52.9% | Added |
| Rise Advisors, LLC | 536 | $26.4K | 0.01% | +5+0.9% | Added |
| Bessemer Group Inc | 546 | $27.0K | 0.00% | +97+21.6% | Added |
| Lindbrook Capital, LLC | 622 | $30.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 658 | $32.4K | 0.01% | +395+150.2% | Added |
| Smartleaf Asset Management LLC | 729 | $35.7K | 0.00% | +381+109.5% | Added |
| North Star Investment Management Corp. | 730 | $35.9K | 0.00% | +730 | New |
| Catalyst Capital Advisors LLC | 764 | $37.6K | 0.00% | −240−23.9% | Reduced |
| Financial Gravity Companies, Inc. | 764 | $37.6K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 764 | $37.6K | 0.01% | +764 | New |
| LRI Investments, LLC | 809 | $39.8K | 0.00% | −18−2.2% | Reduced |
| Fifth Third Bancorp | 873 | $42.9K | 0.00% | +15+1.7% | Added |
| EverSource Wealth Advisors, LLC | 969 | $47.6K | 0.00% | +706+268.4% | Added |
| Nomura Asset Management Co Ltd | 980 | $48.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,081 | $53.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,168 | $57.4K | 0.00% | +77+7.1% | Added |
| Allworth Financial LP | 1,249 | $58.9K | 0.00% | +7+0.6% | Added |
| IFP Advisors, Inc | 1,266 | $63.4K | 0.00% | +141+12.5% | Added |
| Bryn Mawr Trust Co | 1,390 | $68.3K | 0.00% | +25+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,423 | $70.0K | 0.00% | +748+110.8% | Added |
| Russell Investments Group, Ltd. | 1,495 | $73.5K | 0.00% | −34−2.2% | Reduced |
| Parallel Advisors, LLC | 1,497 | $73.6K | 0.00% | +679+83.0% | Added |
| Trust Co of Vermont | 1,504 | $74.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,758 | $83.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,728 | $85.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,886 | $92.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,090 | $102.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,820 | $138.7K | 0.00% | +37+1.3% | Added |
| Sterling Capital Management LLC | 3,193 | $157.0K | 0.00% | −9,646−75.1% | Reduced |
| GAMMA Investing LLC | 3,227 | $158.7K | 0.01% | +745+30.0% | Added |
| KBC Group NV | 3,467 | $170.0K | 0.00% | +638+22.6% | Added |
| Profund Advisors LLC | 4,091 | $201.2K | 0.01% | +4,091 | New |
| Virtus ETF Advisers LLC | 4,114 | $202.3K | 0.08% | −372−8.3% | Reduced |
| Ballentine Partners, LLC | 4,117 | $202.4K | 0.00% | +4,117 | New |
| Susquehanna Fundamental Investments, LLC | 4,200 | $206.5K | 0.00% | +4,200 | New |
| Jain Global LLC | 4,200 | $206.5K | 0.01% | +4,200 | New |
| Public Employees Retirement Association of Colorado | 4,251 | $209.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,273 | $210.1K | 0.01% | +326+8.3% | Added |
| Blair William & Co | 4,290 | $210.9K | 0.00% | +4,290 | New |
| Everence Capital Management Inc | 4,340 | $213.0K | 0.01% | +4,340 | New |
| ZWJ Investment Counsel Inc | 4,599 | $226.1K | 0.01% | +4,599 | New |
| Spirit of America Management Corp | 4,700 | $231.1K | 0.05% | +2,400+104.3% | Added |
| Phillips Wealth Planners LLC | 4,978 | $231.5K | 0.23% | −6−0.1% | Reduced |
| HSBC Holdings PLC | 4,718 | $231.7K | 0.00% | −23,610−83.3% | Reduced |
| Shell Asset Management Co | 4,773 | $235.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,785 | $235.3K | 0.06% | +12+0.3% | Added |
| Cetera Investment Advisers | 4,795 | $235.7K | 0.00% | +4,795 | New |
| Baird Financial Group, Inc. | 4,808 | $236.4K | 0.00% | −999−17.2% | Reduced |
| Landscape Capital Management, L.L.C. | 4,843 | $238.1K | 0.03% | −5,673−53.9% | Reduced |