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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
CWM Advisors, LLC10,128$570.4K0.06%+481+5.0%Added
ExodusPoint Capital Management, LP10,042$566.0K0.01%+10,042New
Atom Investors LP9,686$545.5K0.05%+9,686New
Commonwealth Equity Services, LLC9,146$515.0K0.00%+2,492+37.5%Added
Shaker Investments LLC8,947$503.9K0.21%+8,947New
Hennion & Walsh Asset Management, Inc.8,263$465.4K0.02%+3,216+63.7%Added
Kestra Investment Management, LLC8,097$456.0K0.01%+8,069+28,817.9%Added
Groupe la Francaise8,000$450.6K0.01%+8,000New
Alps Advisors Inc7,752$436.6K0.00%+7,752New
LPL Financial LLC7,329$412.8K0.00%−2,201−23.1%Reduced
Securian Asset Management, Inc7,056$397.4K0.01%+238+3.5%Added
Ballentine Partners, LLC6,895$388.3K0.01%+143+2.1%Added
Tyche Wealth Partners LLC6,660$375.1K0.08%−115−1.7%Reduced
IFM Investors Pty Ltd6,630$373.4K0.00%+266+4.2%Added
Federated Hermes, Inc.6,314$355.6K0.00%+199+3.3%Added
M&T Bank Corp6,271$353.3K0.00%+1,426+29.4%Added
Mackenzie Financial Corp6,215$350.0K0.00%+115+1.9%Added
L2 Asset Management, LLC5,889$331.6K0.05%+5,889New
Meeder Advisory Services, Inc.5,888$331.6K0.02%−654−10.0%Reduced
Greenland Capital Management LP5,841$329.0K0.04%+5,841New
The PNC Financial Services Group, Inc.5,771$325.0K0.00%−1,514−20.8%Reduced
GPS Wealth Strategies Group, LLC5,758$324.3K0.04%+10+0.2%Added
Chicago Partners Investment Group LLC5,677$324.2K0.01%00.0%Unchanged
Mercer Global Advisors Inc5,740$323.3K0.00%+1,837+47.1%Added
Captrust Financial Advisors5,661$318.8K0.00%−82−1.4%Reduced
Spirit of America Management Corp5,600$315.4K0.07%+400+7.7%Added
Harvest Investment Services, LLC5,459$307.5K0.07%+5,459New
First Eagle Investment Management, LLC5,387$303.4K0.00%00.0%Unchanged
Jump Financial, LLC5,369$302.4K0.00%+5,369New
Crossmark Global Holdings, Inc.5,259$296.2K0.00%+98+1.9%Added
Cetera Investment Advisers5,223$294.2K0.00%−58−1.1%Reduced
Savant Capital, LLC5,154$290.3K0.00%+5,154New
Citadel Advisors LLC5,022$282.8K0.00%−142,870−96.6%Reduced
FNY Investment Advisers, LLC5,000$281.0K0.12%+5,000New
US Bancorp4,947$278.6K0.00%−17,216−77.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.4,900$276.0K0.00%+4,900New
GAMMA Investing LLC4,601$259.1K0.02%+749+19.4%Added
Caxton Associates LLP4,594$258.7K0.01%+4,594New
PenderFund Capital Management Ltd.4,400$247.8K0.06%+4,400New
Everence Capital Management Inc4,340$244.0K0.02%00.0%Unchanged
Public Employees Retirement Association of Colorado4,251$239.0K0.00%00.0%Unchanged
Phillips Wealth Planners LLC4,134$232.9K0.21%+76+1.9%Added
Evergreen Capital Management LLC3,927$221.2K0.01%+87+2.3%Added
Journey Strategic Wealth LLC3,912$220.3K0.01%+3,912New
Shell Asset Management Co3,801$214.0K0.01%−774−16.9%Reduced
Pacer Advisors, Inc.3,680$207.3K0.00%−11,067−75.0%Reduced
Simplex Trading, LLC3,663$206.0K0.01%+3,663New
Bridgefront Capital, LLC3,651$205.6K0.05%+3,651New
Two Sigma Securities, LLC3,595$202.5K0.02%+3,595New
Signaturefd, LLC2,741$154.4K0.00%−54−1.9%Reduced
Sterling Capital Management LLC2,532$142.6K0.00%+959+61.0%Added
CWM, LLC2,514$142.0K0.00%+120+5.0%Added
KBC Group NV2,428$137.0K0.00%−1,092−31.0%Reduced
Northwestern Mutual Wealth Management Co1,886$106.2K0.00%00.0%Unchanged
Tortoise Investment Management, LLC1,728$97.3K0.01%00.0%Unchanged
USA Financial Portformulas Corp1,599$90.1K0.02%−164−9.3%Reduced
CIBC Private Wealth Group, LLC1,546$87.1K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC1,528$86.1K0.00%+1,043+215.1%Added
Trust Co of Vermont1,504$84.7K0.00%00.0%Unchanged
Allworth Financial LP1,433$80.7K0.00%+124+9.5%Added
Massmutual Trust Co FSB1,340$75.5K0.00%+1,049+360.5%Added
Parallel Advisors, LLC1,331$75.0K0.00%+183+15.9%Added
Eastern Bank1,199$67.5K0.00%−236−16.4%Reduced
MorganRosel Wealth Management, LLC1,193$67.2K0.02%+1,193New
IFP Advisors, Inc801$67.0K0.00%−477−37.3%Reduced
Farther Finance Advisors, LLC1,159$65.3K0.00%−8−0.7%Reduced
Umb Bank N A1,107$62.3K0.00%+130+13.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,106$62.0K0.00%+1,106New
GWM Advisors LLC1,081$60.9K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd980$55.2K0.00%00.0%Unchanged
Optiver Holding B.V.974$54.9K0.00%−46−4.5%Reduced
Steward Partners Investment Advisory, LLC861$48.5K0.00%−853−49.8%Reduced
Larson Financial Group LLC762$42.9K0.00%+762New
North Star Investment Management Corp.730$41.1K0.00%00.0%Unchanged
Natixis700$39.4K0.00%+700New
Fifth Third Bancorp677$38.1K0.00%−72−9.6%Reduced
Versant Capital Management, Inc660$37.2K0.01%+2+0.3%Added
Huntington National Bank605$34.1K0.00%+562+1,307.0%Added
Bessemer Group Inc507$29.0K0.00%−200−28.3%Reduced
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
Hughes Financial Services, LLC470$26.8K0.00%00.0%Unchanged
Fortis Group Advisors, LLC400$22.5K0.00%00.0%Unchanged
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
Skopos Labs, Inc.377$21.2K0.00%+149+65.4%Added
Harbor Capital Advisors, Inc.375$21.0K0.00%+30+8.7%Added
Westside Investment Management, Inc.371$21.0K0.00%+371New
Rise Advisors, LLC350$19.7K0.01%+3+0.9%Added
GeoWealth Management, LLC305$17.2K0.00%+305New
Annis Gardner Whiting Capital Advisors, LLC300$16.9K0.01%+300New
Private Wealth Management Group, LLC280$15.8K0.01%00.0%Unchanged
Smartleaf Asset Management LLC270$15.2K0.00%−535−66.5%Reduced
LRI Investments, LLC269$15.2K0.00%−472−63.7%Reduced
Tidemark, LLC250$14.1K0.00%00.0%Unchanged
Traub Capital Management LLC250$14.1K0.01%+250New
Covestor Ltd225$13.0K0.01%−1−0.4%Reduced
Capital Advisors, Ltd. LLC219$12.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.220$12.0K0.00%+110+100.0%Added