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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 5,118 | $251.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,843 | $238.1K | 0.03% | −5,673−53.9% | Reduced |
| Baird Financial Group, Inc. | 4,808 | $236.4K | 0.00% | −999−17.2% | Reduced |
| Cetera Investment Advisers | 4,795 | $235.7K | 0.00% | +4,795 | New |
| Legacy Wealth Asset Management, LLC | 4,785 | $235.3K | 0.06% | +12+0.3% | Added |
| Shell Asset Management Co | 4,773 | $235.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,718 | $231.7K | 0.00% | −23,610−83.3% | Reduced |
| Phillips Wealth Planners LLC | 4,978 | $231.5K | 0.23% | −6−0.1% | Reduced |
| Spirit of America Management Corp | 4,700 | $231.1K | 0.05% | +2,400+104.3% | Added |
| ZWJ Investment Counsel Inc | 4,599 | $226.1K | 0.01% | +4,599 | New |
| Everence Capital Management Inc | 4,340 | $213.0K | 0.01% | +4,340 | New |
| Blair William & Co | 4,290 | $210.9K | 0.00% | +4,290 | New |
| Quadrant Capital Group LLC | 4,273 | $210.1K | 0.01% | +326+8.3% | Added |
| Public Employees Retirement Association of Colorado | 4,251 | $209.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ballentine Partners, LLC | 4,117 | $202.4K | 0.00% | +4,117 | New |
| Virtus ETF Advisers LLC | 4,114 | $202.3K | 0.08% | −372−8.3% | Reduced |
| Profund Advisors LLC | 4,091 | $201.2K | 0.01% | +4,091 | New |
| KBC Group NV | 3,467 | $170.0K | 0.00% | +638+22.6% | Added |
| GAMMA Investing LLC | 3,227 | $158.7K | 0.01% | +745+30.0% | Added |
| Sterling Capital Management LLC | 3,193 | $157.0K | 0.00% | −9,646−75.1% | Reduced |
| Signaturefd, LLC | 2,820 | $138.7K | 0.00% | +37+1.3% | Added |
| Eastern Bank | 2,090 | $102.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,886 | $92.7K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,728 | $85.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,758 | $83.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,504 | $74.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,497 | $73.6K | 0.00% | +679+83.0% | Added |
| Russell Investments Group, Ltd. | 1,495 | $73.5K | 0.00% | −34−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,423 | $70.0K | 0.00% | +748+110.8% | Added |
| Bryn Mawr Trust Co | 1,390 | $68.3K | 0.00% | +25+1.8% | Added |
| IFP Advisors, Inc | 1,266 | $63.4K | 0.00% | +141+12.5% | Added |
| Allworth Financial LP | 1,249 | $58.9K | 0.00% | +7+0.6% | Added |
| Ronald Blue Trust, Inc. | 1,168 | $57.4K | 0.00% | +77+7.1% | Added |
| GWM Advisors LLC | 1,081 | $53.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 980 | $48.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 969 | $47.6K | 0.00% | +706+268.4% | Added |
| Fifth Third Bancorp | 873 | $42.9K | 0.00% | +15+1.7% | Added |
| LRI Investments, LLC | 809 | $39.8K | 0.00% | −18−2.2% | Reduced |
| 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 |
| North Star Investment Management Corp. | 730 | $35.9K | 0.00% | +730 | New |
| Smartleaf Asset Management LLC | 729 | $35.7K | 0.00% | +381+109.5% | Added |
| Versant Capital Management, Inc | 658 | $32.4K | 0.01% | +395+150.2% | Added |
| Lindbrook Capital, LLC | 622 | $30.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 546 | $27.0K | 0.00% | +97+21.6% | Added |
| Rise Advisors, LLC | 536 | $26.4K | 0.01% | +5+0.9% | Added |
| Massmutual Trust Co FSB | 445 | $21.9K | 0.00% | +154+52.9% | Added |
| Elequin Capital LP | 426 | $20.9K | 0.00% | +299+235.4% | Added |
| Umb Bank N A | 408 | $20.1K | 0.00% | +347+568.9% | Added |
| Fortis Group Advisors, LLC | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 357 | $17.5K | 0.00% | −32−8.2% | Reduced |
| Private Wealth Management Group, LLC | 280 | $13.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 269 | $13.2K | 0.00% | +75+38.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 258 | $12.7K | 0.00% | +258 | New |
| Tidemark, LLC | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 225 | $11.0K | 0.01% | −5−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 219 | $11.0K | 0.00% | +219 | New |
| Bell Investment Advisors, Inc | 209 | $10.3K | 0.00% | −24−10.3% | Reduced |
| Skopos Labs, Inc. | 202 | $9.92K | 0.00% | +202 | New |
| Principal Securities, Inc. | 200 | $9.83K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 199 | $9.79K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 189 | $9.31K | 0.00% | −53−21.9% | Reduced |
| Brown Brothers Harriman & Co | 150 | $7.38K | 0.00% | −57−27.5% | Reduced |
| Smithfield Trust Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 129 | $6.34K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $5.75K | 0.00% | +117 | New |
| GHP Investment Advisors, Inc. | 85 | $4.18K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 76 | $3.74K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 73 | $3.64K | 0.33% | −57,626−99.9% | Reduced |
| Rothschild Investment LLC | 70 | $3.44K | 0.00% | +20+40.0% | Added |
| Hemington Wealth Management | 75 | $3.00K | 0.00% | +11+17.2% | Added |
| Parkside Financial Bank & Trust | 60 | $2.95K | 0.00% | +12+25.0% | Added |
| Millstone Evans Group, LLC | 53 | $2.61K | 0.00% | +53 | New |
| Heritage Wealth Advisors | 50 | $2.46K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 43 | $2.12K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $2.11K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 37 | $1.82K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 36 | $1.77K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.18K | 0.00% | +11+84.6% | Added |
| Proequities, Inc. | 16 | $754 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $639 | 0.00% | −3−18.8% | Reduced |
| Continuum Advisory, LLC | 11 | $541 | 0.00% | +11 | New |
| First Horizon Advisors, Inc. | 11 | $540 | 0.00% | +11 | New |
| 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 |
| SJS Investment Consulting Inc. | 7 | $345 | 0.00% | +3+75.0% | Added |
| AdvisorNet Financial, Inc | 5 | $246 | 0.00% | −87−94.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $197 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $197 | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 2 | $109 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $98 | 0.00% | 00.0% | Unchanged |