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, Q3 2025
Institutional positions in TXNM Energy Inc as of Sep 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
- 365
- +17 vs. Q2 2025
- Shares held
- 105.5M
- +729.4K (+0.7%) vs. Q2 2025
- Total value
- $5.97B
- +$67.2M (+1.1%) vs. Q2 2025
- New holders
- 52
- 148 more added
- Sold out
- 35
- 102 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HFM Investment Advisors, LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $113 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $170 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $283 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $283 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $396 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $452 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 8 | $453 | 0.00% | −40−83.3% | Reduced |
| Sunbelt Securities, Inc. | 10 | $566 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $737 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $962 | 0.00% | +17 | New |
| Stone House Investment Management, LLC | 21 | $1.16K | 0.00% | +16+320.0% | Added |
| Cornerstone Planning Group LLC | 23 | $1.18K | 0.00% | +15+187.5% | Added |
| WPG Advisers, LLC | 22 | $1.24K | 0.00% | +22 | New |
| SOA Wealth Advisors, LLC. | 25 | $1.41K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $1.53K | 0.00% | +7+35.0% | Added |
| MCF Advisors LLC | 30 | $1.70K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 32 | $1.81K | 0.00% | −5−13.5% | Reduced |
| Quent Capital, LLC | 33 | $1.87K | 0.00% | +33 | New |
| Private Trust Co NA | 36 | $2.04K | 0.00% | +6+20.0% | Added |
| Assetmark, Inc | 38 | $2.15K | 0.00% | −8−17.4% | Reduced |
| Essential Partners LLC | 40 | $2.26K | 0.00% | +32+400.0% | Added |
| JFS Wealth Advisors, LLC | 41 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 43 | $2.43K | 0.00% | −19−30.6% | Reduced |
| Prestige Wealth Management Group LLC | 43 | $2.43K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $2.77K | 0.00% | +49 | New |
| Heritage Wealth Advisors | 50 | $2.83K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 52 | $2.94K | 0.00% | −23−30.7% | Reduced |
| Millstone Evans Group, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $3.34K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 76 | $4.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 81 | $4.58K | 0.00% | +6+8.0% | Added |
| GHP Investment Advisors, Inc. | 85 | $4.81K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 97 | $5.49K | 0.00% | +97 | New |
| Clearstead Advisors, LLC | 106 | $6.00K | 0.00% | +25+30.9% | Added |
| Hemington Wealth Management | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 116 | $6.56K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $6.62K | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 122 | $6.90K | 0.00% | −1,271,839−100.0% | Reduced |
| Parkside Financial Bank & Trust | 136 | $7.69K | 0.00% | −6−4.2% | Reduced |
| Brown Brothers Harriman & Co | 150 | $8.48K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 167 | $9.44K | 0.01% | +167 | New |
| Rothschild Investment LLC | 186 | $10.5K | 0.00% | −4−2.1% | Reduced |
| Atlantic Union Bankshares Corp | 199 | $11.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 203 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 209 | $11.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 224 | $13.0K | 0.01% | −1−0.4% | Reduced |
| Principal Securities, Inc. | 243 | $13.7K | 0.00% | +37+18.0% | Added |
| Tidemark, LLC | 250 | $14.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 269 | $15.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 275 | $15.6K | 0.00% | −1,065−79.5% | Reduced |
| Private Wealth Management Group, LLC | 280 | $15.8K | 0.00% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 341 | $19.3K | 0.00% | −22,451−98.5% | Reduced |
| Rise Advisors, LLC | 353 | $19.9K | 0.01% | +3+0.9% | Added |
| Westside Investment Management, Inc. | 371 | $21.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377 | $21.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 400 | $22.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 413 | $23.0K | 0.00% | +38+10.1% | Added |
| Hughes Financial Services, LLC | 470 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 483 | $27.3K | 0.00% | +106+28.1% | Added |
| Ameritas Advisory Services, LLC | 500 | $28.3K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 531 | $30.0K | 0.00% | +531 | New |
| Hantz Financial Services, Inc. | 551 | $31.0K | 0.00% | +331+150.5% | Added |
| Huntington National Bank | 614 | $34.7K | 0.00% | +9+1.5% | Added |
| Itau Unibanco Holding S.A. | 652 | $36.9K | 0.00% | +652 | New |
| Versant Capital Management, Inc | 660 | $37.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 710 | $40.2K | 0.00% | +33+4.9% | Added |
| North Star Investment Management Corp. | 730 | $41.3K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 834 | $47.2K | 0.00% | −140−14.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 839 | $47.4K | 0.00% | −22−2.6% | Reduced |
| Bessemer Group Inc | 877 | $49.0K | 0.00% | +370+73.0% | Added |
| Nomura Asset Management Co Ltd | 980 | $55.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,026 | $58.0K | 0.00% | +756+280.0% | Added |
| IFP Advisors, Inc | 1,038 | $58.7K | 0.00% | +237+29.6% | Added |
| GWM Advisors LLC | 1,081 | $61.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,145 | $64.8K | 0.00% | +38+3.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,162 | $66.0K | 0.00% | +56+5.1% | Added |
| Farther Finance Advisors, LLC | 1,193 | $67.5K | 0.00% | +34+2.9% | Added |
| Eastern Bank | 1,199 | $67.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,294 | $73.3K | 0.00% | +1,102+574.0% | Added |
| Allworth Financial LP | 1,365 | $77.2K | 0.00% | −68−4.7% | Reduced |
| Larson Financial Group LLC | 1,385 | $78.3K | 0.00% | +623+81.8% | Added |
| Parallel Advisors, LLC | 1,433 | $81.0K | 0.00% | +102+7.7% | Added |
| USA Financial Portformulas Corp | 1,449 | $81.9K | 0.01% | −150−9.4% | Reduced |
| Shell Asset Management Co | 1,481 | $84.0K | 0.01% | −2,320−61.0% | Reduced |
| Trust Co of Vermont | 1,500 | $84.8K | 0.00% | −4−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,546 | $87.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,550 | $87.7K | 0.06% | +1,451+1,465.7% | Added |
| Tortoise Investment Management, LLC | 1,729 | $97.8K | 0.01% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,839 | $104.0K | 0.00% | +311+20.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,982 | $112.1K | 0.00% | +96+5.1% | Added |
| Advisory Services Network, LLC | 1,985 | $112.3K | 0.00% | +1,985 | New |
| Cubist Systematic Strategies, LLC | 2,230 | $126.1K | 0.00% | +2,230 | New |
| Global Retirement Partners, LLC | 2,258 | $127.7K | 0.00% | +2,166+2,354.3% | Added |
| Rockefeller Capital Management L.P. | 2,338 | $132.2K | 0.00% | +2,338 | New |