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, Q1 2025
Institutional positions in TXNM Energy Inc as of Mar 31, 2025. 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
- 323
- +25 vs. Q4 2024
- Shares held
- 97.0M
- −1.65M (−1.7%) vs. Q4 2024
- Total value
- $5.19B
- +$336.9M (+6.9%) vs. Q4 2024
- New holders
- 57
- 118 more added
- Sold out
- 32
- 101 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $53 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $53 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $107 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $107 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $160 | 0.00% | −1−25.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $161 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 4 | $214 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $267 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 5 | $267 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $375 | 0.00% | +3+75.0% | Added |
| Financial Management Professionals, Inc. | 8 | $428 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $428 | 0.00% | +6+300.0% | Added |
| SJS Investment Consulting Inc. | 9 | $482 | 0.00% | +2+28.6% | Added |
| Clearstead Advisors, LLC | 11 | $589 | 0.00% | +11 | New |
| Stephens Consulting, LLC | 20 | $1.07K | 0.00% | +20 | New |
| SOA Wealth Advisors, LLC. | 25 | $1.34K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 28 | $1.50K | 0.00% | +28 | New |
| Private Trust Co NA | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31 | $1.66K | 0.00% | +20+181.8% | Added |
| JFS Wealth Advisors, LLC | 32 | $1.71K | 0.00% | +8+33.3% | Added |
| Whipplewood Advisors, LLC | 2 | $1.98K | 0.00% | −35−94.6% | Reduced |
| First Horizon Advisors, Inc. | 43 | $2.30K | 0.00% | +32+290.9% | Added |
| Huntington National Bank | 43 | $2.30K | 0.00% | +35+437.5% | Added |
| Prestige Wealth Management Group LLC | 43 | $2.30K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $2.83K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $3.15K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 67 | $3.58K | 0.00% | +31+86.1% | Added |
| Parkside Financial Bank & Trust | 68 | $3.64K | 0.00% | +8+13.3% | Added |
| SRS Capital Advisors, Inc. | 71 | $3.80K | 0.00% | +71 | New |
| Wealth Preservation Advisors, LLC | 75 | $4.01K | 0.00% | +75 | New |
| WealthCollab, LLC | 76 | $4.07K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $4.55K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 94 | $5.00K | 0.00% | +19+25.3% | Added |
| Hantz Financial Services, Inc. | 110 | $6.00K | 0.00% | +19+20.9% | Added |
| Atlantic Trust, LLC | 116 | $6.20K | 0.00% | +116 | New |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $6.26K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $6.42K | 0.00% | +50+71.4% | Added |
| Meeder Asset Management Inc | 137 | $7.33K | 0.00% | +137 | New |
| Smithfield Trust Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $8.02K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 200 | $9.83K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 191 | $10.2K | 0.00% | +2+1.1% | Added |
| Sandy Spring Bank | 199 | $10.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 203 | $10.9K | 0.00% | +74+57.4% | Added |
| Bell Investment Advisors, Inc | 209 | $11.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 226 | $12.0K | 0.01% | +1+0.4% | Added |
| Skopos Labs, Inc. | 228 | $12.2K | 0.00% | +26+12.9% | Added |
| Tidemark, LLC | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 280 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 291 | $15.6K | 0.00% | −154−34.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 299 | $16.0K | 0.01% | +299 | New |
| Harbor Capital Advisors, Inc. | 345 | $18.0K | 0.00% | −81,033−99.6% | Reduced |
| Rise Advisors, LLC | 347 | $18.6K | 0.01% | −189−35.3% | Reduced |
| Fortis Group Advisors, LLC | 400 | $21.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 449 | $24.0K | 0.00% | +180+66.9% | Added |
| Hughes Financial Services, LLC | 470 | $25.1K | 0.00% | +470 | New |
| EverSource Wealth Advisors, LLC | 485 | $25.9K | 0.00% | −484−49.9% | Reduced |
| Boston Private Wealth LLC | 639 | $34.2K | 0.00% | +639 | New |
| Versant Capital Management, Inc | 658 | $35.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 707 | $38.0K | 0.00% | +161+29.5% | Added |
| North Star Investment Management Corp. | 730 | $39.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 741 | $39.6K | 0.00% | −68−8.4% | Reduced |
| Fifth Third Bancorp | 749 | $40.1K | 0.00% | −124−14.2% | Reduced |
| Sofos Investments, Inc. | 764 | $40.9K | 0.01% | +764 | New |
| Smartleaf Asset Management LLC | 805 | $43.1K | 0.00% | +76+10.4% | Added |
| Umb Bank N A | 977 | $52.3K | 0.00% | +569+139.5% | Added |
| Nomura Asset Management Co Ltd | 980 | $52.4K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,006 | $54.0K | 0.00% | +1,006 | New |
| Optiver Holding B.V. | 1,020 | $54.5K | 0.00% | +1,020 | New |
| GWM Advisors LLC | 1,081 | $57.8K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,092 | $58.4K | 0.00% | +1,092 | New |
| Parallel Advisors, LLC | 1,148 | $61.4K | 0.00% | −349−23.3% | Reduced |
| Farther Finance Advisors, LLC | 1,167 | $62.5K | 0.00% | +810+226.9% | Added |
| Bryn Mawr Trust Co | 1,214 | $64.9K | 0.00% | −176−12.7% | Reduced |
| IFP Advisors, Inc | 1,278 | $68.3K | 0.00% | +12+0.9% | Added |
| Allworth Financial LP | 1,309 | $70.3K | 0.00% | +60+4.8% | Added |
| CIBC Private Wealth Group, LLC | 1,546 | $75.7K | 0.00% | −212−12.1% | Reduced |
| Eastern Bank | 1,435 | $76.7K | 0.00% | −655−31.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,438 | $76.9K | 0.00% | +270+23.1% | Added |
| Trust Co of Vermont | 1,504 | $80.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,573 | $84.1K | 0.00% | +78+5.2% | Added |
| Sterling Capital Management LLC | 1,573 | $84.1K | 0.00% | −1,620−50.7% | Reduced |
| Lindbrook Capital, LLC | 1,606 | $85.9K | 0.01% | +984+158.2% | Added |
| Coldstream Capital Management Inc | 1,615 | $86.4K | 0.00% | +1,615 | New |
| Steward Partners Investment Advisory, LLC | 1,714 | $91.7K | 0.00% | +291+20.4% | Added |
| Tortoise Investment Management, LLC | 1,728 | $92.4K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,763 | $94.3K | 0.02% | +1,763 | New |
| Northwestern Mutual Wealth Management Co | 1,886 | $100.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,086 | $111.6K | 0.08% | +2,086 | New |
| CWM, LLC | 2,394 | $128.0K | 0.00% | −3,818−61.5% | Reduced |
| Signaturefd, LLC | 2,795 | $149.5K | 0.00% | −25−0.9% | Reduced |
| KBC Group NV | 3,520 | $188.0K | 0.00% | +53+1.5% | Added |
| Axq Capital, LP | 3,753 | $200.7K | 0.08% | +3,753 | New |
| HSBC Holdings PLC | 3,823 | $204.5K | 0.00% | −895−19.0% | Reduced |
| Evergreen Capital Management LLC | 3,840 | $205.4K | 0.01% | +3,840 | New |
| GAMMA Investing LLC | 3,852 | $206.0K | 0.02% | +625+19.4% | Added |
| Good Steward Wealth Advisors,LLC | 3,882 | $207.6K | 0.19% | +3,882 | New |