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Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in TXNM Energy Inc as of Jun 30, 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
351
+31 vs. Q1 2025
Shares held
106.6M
+9.59M (+9.9%) vs. Q1 2025
Total value
$6.00B
+$813.8M (+15.7%) vs. Q1 2025
New holders
88
127 more added
Sold out
57
92 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 351 institutions
Q1 2021: 255 institutionsQ2 2021: 261 institutionsQ3 2021: 262 institutionsQ4 2021: 262 institutionsQ1 2022: 261 institutionsQ2 2022: 259 institutionsQ3 2022: 269 institutionsQ4 2022: 295 institutionsQ1 2023: 291 institutionsQ2 2023: 287 institutionsQ3 2023: 298 institutionsQ4 2023: 299 institutionsQ1 2024: 276 institutionsQ2 2024: 282 institutionsQ3 2024: 300 institutionsQ4 2024: 301 institutionsQ1 2025: 323 institutionsQ2 2025: 351 institutionsQ3 2025: 365 institutionsQ4 2025: 379 institutionsQ1 2026: 380 institutionsQ2 2026: 385 institutions
Value heldQ2 2025: $6.00B
Q1 2021: $3.75BQ2 2021: $3.63BQ3 2021: $3.77BQ4 2021: $3.53BQ1 2022: $3.89BQ2 2022: $3.79BQ3 2022: $3.67BQ4 2022: $3.83BQ1 2023: $3.88BQ2 2023: $3.68BQ3 2023: $3.77BQ4 2023: $3.53BQ1 2024: $3.21BQ2 2024: $3.24BQ3 2024: $3.90BQ4 2024: $4.86BQ1 2025: $5.19BQ2 2025: $6.00BQ3 2025: $5.97BQ4 2025: $6.41BQ1 2026: $6.40BQ2 2026: $6.33B
Institutions holding TXNM and their total value by quarter
QuarterHoldersValue
Q2 2026385$6.33B
Q1 2026380$6.40B
Q4 2025379$6.41B
Q3 2025365$5.97B
Q2 2025351$6.00B
Q1 2025323$5.19B
Q4 2024301$4.86B
Q3 2024300$3.90B
Q2 2024282$3.24B
Q1 2024276$3.21B
Q4 2023299$3.53B
Q3 2023298$3.77B
Q2 2023287$3.68B
Q1 2023291$3.88B
Q4 2022295$3.83B
Q3 2022269$3.67B
Q2 2022259$3.79B
Q1 2022261$3.89B
Q4 2021262$3.53B
Q3 2021262$3.77B
Q2 2021261$3.63B
Q1 2021255$3.75B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2025.

Institutions holding TXNM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bay Harbor Wealth Management, LLC2$1120.00%+1+100.0%Added
HFM Investment Advisors, LLC2$1130.00%−1−33.3%Reduced
TFC Financial Management2$1130.00%00.0%Unchanged
Rialto Wealth Management, LLC2$1130.00%+2New
SBI Securities Co., Ltd.3$1690.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1690.00%+2+200.0%Added
SJS Investment Consulting Inc.5$2820.00%−4−44.4%Reduced
Stone House Investment Management, LLC5$2820.00%+5New
Fortitude Family Office, LLC5$2820.00%+5New
AdvisorNet Financial, Inc7$3940.00%+2+40.0%Added
Financial Management Professionals, Inc.8$4510.00%00.0%Unchanged
Essential Partners LLC8$4510.00%+8New
Cornerstone Planning Group LLC8$4550.00%+8New
Geneos Wealth Management Inc.10$5630.00%+10New
DiNuzzo Private Wealth, Inc.13$7330.00%+6+85.7%Added
TD Private Client Wealth LLC20$1.13K0.00%+20New
SOA Wealth Advisors, LLC.25$1.41K0.00%00.0%Unchanged
Stephens Consulting, LLC25$1.41K0.00%+5+25.0%Added
Twin Peaks Wealth Advisors, LLC28$1.60K0.00%+28New
MCF Advisors LLC30$1.69K0.00%00.0%Unchanged
Private Trust Co NA30$1.69K0.00%00.0%Unchanged
Whipplewood Advisors, LLC37$2.08K0.00%+35+1,750.0%Added
Kilter Group LLC37$2.08K0.00%+37New
JFS Wealth Advisors, LLC41$2.31K0.00%+9+28.1%Added
Prestige Wealth Management Group LLC43$2.42K0.00%00.0%Unchanged
Assetmark, Inc46$2.59K0.00%+44+2,200.0%Added
MAI Capital Management48$2.70K0.00%+48New
Heritage Wealth Advisors50$2.82K0.00%00.0%Unchanged
Millstone Evans Group, LLC53$2.98K0.00%00.0%Unchanged
Highline Wealth Partners LLC59$3.32K0.00%00.0%Unchanged
Bare Financial Services, Inc62$3.49K0.00%+62New
SRS Capital Advisors, Inc.71$4.00K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC75$4.22K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc75$4.22K0.00%+8+11.9%Added
WealthCollab, LLC76$4.28K0.00%00.0%Unchanged
Clearstead Advisors, LLC81$4.56K0.00%+70+636.4%Added
GHP Investment Advisors, Inc.85$4.79K0.00%00.0%Unchanged
Global Retirement Partners, LLC92$5.18K0.00%+92New
Caitong International Asset Management Co., Ltd99$5.58K0.00%−1,987−95.3%Reduced
Hemington Wealth Management120$6.00K0.00%+26+27.7%Added
Atlantic Trust, LLC116$6.53K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.117$6.59K0.00%00.0%Unchanged
Parkside Financial Bank & Trust142$8.00K0.00%+74+108.8%Added
Brown Brothers Harriman & Co150$8.45K0.00%00.0%Unchanged
Smithfield Trust Co150$9.00K0.00%00.0%Unchanged
Rothschild Investment LLC190$10.7K0.00%+70+58.3%Added
Jones Financial Companies LLLP192$10.8K0.00%+1+0.5%Added
Atlantic Union Bankshares Corp199$11.2K0.00%+199New
Manchester Capital Management LLC203$11.4K0.00%00.0%Unchanged
Principal Securities, Inc.206$11.6K0.00%+6+3.0%Added
Bell Investment Advisors, Inc209$11.8K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC219$12.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.220$12.0K0.00%+110+100.0%Added
Covestor Ltd225$13.0K0.01%−1−0.4%Reduced
Tidemark, LLC250$14.1K0.00%00.0%Unchanged
Traub Capital Management LLC250$14.1K0.01%+250New
LRI Investments, LLC269$15.2K0.00%−472−63.7%Reduced
Smartleaf Asset Management LLC270$15.2K0.00%−535−66.5%Reduced
Private Wealth Management Group, LLC280$15.8K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC300$16.9K0.01%+300New
GeoWealth Management, LLC305$17.2K0.00%+305New
Rise Advisors, LLC350$19.7K0.01%+3+0.9%Added
Westside Investment Management, Inc.371$21.0K0.00%+371New
Harbor Capital Advisors, Inc.375$21.0K0.00%+30+8.7%Added
Skopos Labs, Inc.377$21.2K0.00%+149+65.4%Added
Ronald Blue Trust, Inc.377$21.2K0.00%−1,061−73.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.377$21.2K0.00%+377New
Fortis Group Advisors, LLC400$22.5K0.00%00.0%Unchanged
Hughes Financial Services, LLC470$26.8K0.00%00.0%Unchanged
Peregrine Capital Management LLC500$28.2K0.00%−102,453−99.5%Reduced
Ameritas Advisory Services, LLC500$28.2K0.00%+500New
Cape Investment Advisory, Inc.500$28.2K0.01%+500New
Bessemer Group Inc507$29.0K0.00%−200−28.3%Reduced
Huntington National Bank605$34.1K0.00%+562+1,307.0%Added
Versant Capital Management, Inc660$37.2K0.01%+2+0.3%Added
Fifth Third Bancorp677$38.1K0.00%−72−9.6%Reduced
Natixis700$39.4K0.00%+700New
North Star Investment Management Corp.730$41.1K0.00%00.0%Unchanged
Larson Financial Group LLC762$42.9K0.00%+762New
Steward Partners Investment Advisory, LLC861$48.5K0.00%−853−49.8%Reduced
Optiver Holding B.V.974$54.9K0.00%−46−4.5%Reduced
Nomura Asset Management Co Ltd980$55.2K0.00%00.0%Unchanged
GWM Advisors LLC1,081$60.9K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,106$62.0K0.00%+1,106New
Umb Bank N A1,107$62.3K0.00%+130+13.3%Added
Farther Finance Advisors, LLC1,159$65.3K0.00%−8−0.7%Reduced
IFP Advisors, Inc801$67.0K0.00%−477−37.3%Reduced
MorganRosel Wealth Management, LLC1,193$67.2K0.02%+1,193New
Eastern Bank1,199$67.5K0.00%−236−16.4%Reduced
Parallel Advisors, LLC1,331$75.0K0.00%+183+15.9%Added
Massmutual Trust Co FSB1,340$75.5K0.00%+1,049+360.5%Added
Allworth Financial LP1,433$80.7K0.00%+124+9.5%Added
Trust Co of Vermont1,504$84.7K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC1,528$86.1K0.00%+1,043+215.1%Added
CIBC Private Wealth Group, LLC1,546$87.1K0.00%00.0%Unchanged
USA Financial Portformulas Corp1,599$90.1K0.02%−164−9.3%Reduced
Tortoise Investment Management, LLC1,728$97.3K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,886$106.2K0.00%00.0%Unchanged
KBC Group NV2,428$137.0K0.00%−1,092−31.0%Reduced
CWM, LLC2,514$142.0K0.00%+120+5.0%Added