Skip to main content

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
Bell Investment Advisors, Inc209$11.8K0.00%00.0%Unchanged
Principal Securities, Inc.206$11.6K0.00%+6+3.0%Added
Manchester Capital Management LLC203$11.4K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp199$11.2K0.00%+199New
Jones Financial Companies LLLP192$10.8K0.00%+1+0.5%Added
Rothschild Investment LLC190$10.7K0.00%+70+58.3%Added
Smithfield Trust Co150$9.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co150$8.45K0.00%00.0%Unchanged
Parkside Financial Bank & Trust142$8.00K0.00%+74+108.8%Added
Marshall & Sterling Wealth Advisors Inc.117$6.59K0.00%00.0%Unchanged
Atlantic Trust, LLC116$6.53K0.00%00.0%Unchanged
Hemington Wealth Management120$6.00K0.00%+26+27.7%Added
Caitong International Asset Management Co., Ltd99$5.58K0.00%−1,987−95.3%Reduced
Global Retirement Partners, LLC92$5.18K0.00%+92New
GHP Investment Advisors, Inc.85$4.79K0.00%00.0%Unchanged
Clearstead Advisors, LLC81$4.56K0.00%+70+636.4%Added
WealthCollab, LLC76$4.28K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC75$4.22K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc75$4.22K0.00%+8+11.9%Added
SRS Capital Advisors, Inc.71$4.00K0.00%00.0%Unchanged
Bare Financial Services, Inc62$3.49K0.00%+62New
Highline Wealth Partners LLC59$3.32K0.00%00.0%Unchanged
Millstone Evans Group, LLC53$2.98K0.00%00.0%Unchanged
Heritage Wealth Advisors50$2.82K0.00%00.0%Unchanged
MAI Capital Management48$2.70K0.00%+48New
Assetmark, Inc46$2.59K0.00%+44+2,200.0%Added
Prestige Wealth Management Group LLC43$2.42K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC41$2.31K0.00%+9+28.1%Added
Whipplewood Advisors, LLC37$2.08K0.00%+35+1,750.0%Added
Kilter Group LLC37$2.08K0.00%+37New
MCF Advisors LLC30$1.69K0.00%00.0%Unchanged
Private Trust Co NA30$1.69K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC28$1.60K0.00%+28New
SOA Wealth Advisors, LLC.25$1.41K0.00%00.0%Unchanged
Stephens Consulting, LLC25$1.41K0.00%+5+25.0%Added
TD Private Client Wealth LLC20$1.13K0.00%+20New
DiNuzzo Private Wealth, Inc.13$7330.00%+6+85.7%Added
Geneos Wealth Management Inc.10$5630.00%+10New
Cornerstone Planning Group LLC8$4550.00%+8New
Financial Management Professionals, Inc.8$4510.00%00.0%Unchanged
Essential Partners LLC8$4510.00%+8New
AdvisorNet Financial, Inc7$3940.00%+2+40.0%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
SBI Securities Co., Ltd.3$1690.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$1690.00%+2+200.0%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
Bay Harbor Wealth Management, LLC2$1120.00%+1+100.0%Added
Point72 Asset Management, L.P.0$00.00%−1,986,243−100.0%Sold out
Merewether Investment Management, LP0$00.00%−746,700−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−537,121−100.0%Sold out
Vennlight Capital Management, LP0$00.00%−495,727−100.0%Sold out
SIR Capital Management, L.P.0$00.00%−412,179−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−209,500−100.0%Sold out
Ausbil Investment Management Ltd0$00.00%−180,156−100.0%Sold out
Resolution Capital Ltd0$00.00%−145,954−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−145,068−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−143,136−100.0%Sold out
Aventail Capital Group, LP0$00.00%−125,560−100.0%Sold out
American Century Companies Inc0$00.00%−94,088−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−94,000−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−90,548−100.0%Sold out
Wexford Capital LP0$00.00%−89,505−100.0%Sold out
Murchinson Ltd.0$00.00%−75,000−100.0%Sold out
Walleye Capital LLC0$00.00%−66,346−100.0%Sold out
NEOS Investment Management LLC0$00.00%−49,658−100.0%Sold out
Tema ETFs LLC0$00.00%−48,155−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−37,500−100.0%Sold out
Pinnbrook Capital Management LP0$00.00%−37,351−100.0%Sold out
Capital Fund Management S.A.0$00.00%−29,253−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−23,570−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−21,846−100.0%Sold out
South Dakota Investment Council0$00.00%−19,115−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−16,413−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,534−100.0%Sold out
Diversified Trust Co0$00.00%−11,104−100.0%Sold out
Empowered Funds, LLC0$00.00%−10,229−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−7,505−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−7,400−100.0%Sold out
Jain Global LLC0$00.00%−6,908−100.0%Sold out
Nebula Research & Development LLC0$00.00%−6,730−100.0%Sold out
Virtu Financial LLC0$00.00%−6,242−100.0%Sold out
United Services Automobile Association0$00.00%−5,779−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−5,542−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,356−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−5,095−100.0%Sold out
Universal- Beteiligungs- und Servicegesellschaft mbH0$00.00%−5,000−100.0%Sold out
Connable Office Inc0$00.00%−4,397−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−4,332−100.0%Sold out
Legacy Wealth Asset Management, LLC0$00.00%−4,237−100.0%Sold out
Good Steward Wealth Advisors,LLC0$00.00%−3,882−100.0%Sold out
Axq Capital, LP0$00.00%−3,753−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,615−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−1,214−100.0%Sold out
Twin Tree Management, LP0$00.00%−1,092−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−1,006−100.0%Sold out
Boston Private Wealth LLC0$00.00%−639−100.0%Sold out