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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 5,748 | $307.4K | 0.04% | +11+0.2% | Added |
| Captrust Financial Advisors | 5,743 | $307.1K | 0.00% | −504−8.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,677 | $300.5K | 0.01% | −10−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,542 | $289.6K | 0.05% | +4,778+625.4% | Added |
| First Eagle Investment Management, LLC | 5,387 | $288.1K | 0.00% | +46+0.9% | Added |
| Fox Run Management, L.L.C. | 5,356 | $286.4K | 0.04% | +5,356 | New |
| Cetera Investment Advisers | 5,281 | $282.4K | 0.00% | +486+10.1% | Added |
| Spirit of America Management Corp | 5,200 | $278.1K | 0.06% | +500+10.6% | Added |
| Crossmark Global Holdings, Inc. | 5,161 | $276.0K | 0.00% | −61−1.2% | Reduced |
| SG Americas Securities, LLC | 5,117 | $274.0K | 0.00% | −10,684−67.6% | Reduced |
| Baird Financial Group, Inc. | 5,095 | $272.5K | 0.00% | +287+6.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,047 | $269.9K | 0.01% | +5,047 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,000 | $267.4K | 0.00% | +5,000 | New |
| M&T Bank Corp | 4,845 | $259.3K | 0.00% | +4,845 | New |
| Tower Research Capital LLC (TRC) | 4,720 | $252.4K | 0.01% | −3,264−40.9% | Reduced |
| Shell Asset Management Co | 4,575 | $245.0K | 0.01% | −198−4.1% | Reduced |
| Connable Office Inc | 4,397 | $235.2K | 0.03% | −956−17.9% | Reduced |
| Everence Capital Management Inc | 4,340 | $232.0K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,332 | $231.0K | 0.01% | −786−15.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $227.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,237 | $226.6K | 0.06% | −548−11.5% | Reduced |
| Phillips Wealth Planners LLC | 4,058 | $209.9K | 0.22% | −920−18.5% | Reduced |
| Mercer Global Advisors Inc | 3,903 | $208.7K | 0.00% | +3,903 | New |
| Good Steward Wealth Advisors,LLC | 3,882 | $207.6K | 0.19% | +3,882 | New |
| GAMMA Investing LLC | 3,852 | $206.0K | 0.02% | +625+19.4% | Added |
| Evergreen Capital Management LLC | 3,840 | $205.4K | 0.01% | +3,840 | New |
| HSBC Holdings PLC | 3,823 | $204.5K | 0.00% | −895−19.0% | Reduced |
| Axq Capital, LP | 3,753 | $200.7K | 0.08% | +3,753 | New |
| KBC Group NV | 3,520 | $188.0K | 0.00% | +53+1.5% | Added |
| Signaturefd, LLC | 2,795 | $149.5K | 0.00% | −25−0.9% | Reduced |
| CWM, LLC | 2,394 | $128.0K | 0.00% | −3,818−61.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,086 | $111.6K | 0.08% | +2,086 | New |
| Northwestern Mutual Wealth Management Co | 1,886 | $100.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,763 | $94.3K | 0.02% | +1,763 | New |
| Tortoise Investment Management, LLC | 1,728 | $92.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,714 | $91.7K | 0.00% | +291+20.4% | Added |
| Coldstream Capital Management Inc | 1,615 | $86.4K | 0.00% | +1,615 | New |
| Lindbrook Capital, LLC | 1,606 | $85.9K | 0.01% | +984+158.2% | Added |
| Sterling Capital Management LLC | 1,573 | $84.1K | 0.00% | −1,620−50.7% | Reduced |
| Russell Investments Group, Ltd. | 1,573 | $84.1K | 0.00% | +78+5.2% | Added |
| Trust Co of Vermont | 1,504 | $80.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,438 | $76.9K | 0.00% | +270+23.1% | Added |
| Eastern Bank | 1,435 | $76.7K | 0.00% | −655−31.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,546 | $75.7K | 0.00% | −212−12.1% | Reduced |
| Allworth Financial LP | 1,309 | $70.3K | 0.00% | +60+4.8% | Added |
| IFP Advisors, Inc | 1,278 | $68.3K | 0.00% | +12+0.9% | Added |
| Bryn Mawr Trust Co | 1,214 | $64.9K | 0.00% | −176−12.7% | Reduced |
| Farther Finance Advisors, LLC | 1,167 | $62.5K | 0.00% | +810+226.9% | Added |
| Parallel Advisors, LLC | 1,148 | $61.4K | 0.00% | −349−23.3% | Reduced |
| Twin Tree Management, LP | 1,092 | $58.4K | 0.00% | +1,092 | New |
| GWM Advisors LLC | 1,081 | $57.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,020 | $54.5K | 0.00% | +1,020 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,006 | $54.0K | 0.00% | +1,006 | New |
| Nomura Asset Management Co Ltd | 980 | $52.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 977 | $52.3K | 0.00% | +569+139.5% | Added |
| Smartleaf Asset Management LLC | 805 | $43.1K | 0.00% | +76+10.4% | Added |
| Sofos Investments, Inc. | 764 | $40.9K | 0.01% | +764 | New |
| Fifth Third Bancorp | 749 | $40.1K | 0.00% | −124−14.2% | Reduced |
| LRI Investments, LLC | 741 | $39.6K | 0.00% | −68−8.4% | Reduced |
| North Star Investment Management Corp. | 730 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 707 | $38.0K | 0.00% | +161+29.5% | Added |
| Versant Capital Management, Inc | 658 | $35.2K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 639 | $34.2K | 0.00% | +639 | New |
| EverSource Wealth Advisors, LLC | 485 | $25.9K | 0.00% | −484−49.9% | Reduced |
| Hughes Financial Services, LLC | 470 | $25.1K | 0.00% | +470 | New |
| Hexagon Capital Partners LLC | 449 | $24.0K | 0.00% | +180+66.9% | Added |
| Fortis Group Advisors, LLC | 400 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 347 | $18.6K | 0.01% | −189−35.3% | Reduced |
| Harbor Capital Advisors, Inc. | 345 | $18.0K | 0.00% | −81,033−99.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 299 | $16.0K | 0.01% | +299 | New |
| Massmutual Trust Co FSB | 291 | $15.6K | 0.00% | −154−34.6% | Reduced |
| Private Wealth Management Group, LLC | 280 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 228 | $12.2K | 0.00% | +26+12.9% | Added |
| Capital Advisors, Ltd. LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 226 | $12.0K | 0.01% | +1+0.4% | Added |
| Bell Investment Advisors, Inc | 209 | $11.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 203 | $10.9K | 0.00% | +74+57.4% | Added |
| Sandy Spring Bank | 199 | $10.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 191 | $10.2K | 0.00% | +2+1.1% | Added |
| Principal Securities, Inc. | 200 | $9.83K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $8.02K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 137 | $7.33K | 0.00% | +137 | New |
| Rothschild Investment LLC | 120 | $6.42K | 0.00% | +50+71.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $6.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 116 | $6.20K | 0.00% | +116 | New |
| Hantz Financial Services, Inc. | 110 | $6.00K | 0.00% | +19+20.9% | Added |
| Hemington Wealth Management | 94 | $5.00K | 0.00% | +19+25.3% | Added |
| GHP Investment Advisors, Inc. | 85 | $4.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 76 | $4.07K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 75 | $4.01K | 0.00% | +75 | New |
| SRS Capital Advisors, Inc. | 71 | $3.80K | 0.00% | +71 | New |
| Parkside Financial Bank & Trust | 68 | $3.64K | 0.00% | +8+13.3% | Added |
| Farmers & Merchants Investments Inc | 67 | $3.58K | 0.00% | +31+86.1% | Added |
| Highline Wealth Partners LLC | 59 | $3.15K | 0.00% | +59 | New |
| Millstone Evans Group, LLC | 53 | $2.83K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $2.30K | 0.00% | +32+290.9% | Added |