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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 470 | $27.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 413 | $23.0K | 0.00% | +38+10.1% | Added |
| Fortis Group Advisors, LLC | 400 | $22.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377 | $21.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 371 | $21.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 353 | $19.9K | 0.01% | +3+0.9% | Added |
| ISAM Funds (UK) Ltd | 341 | $19.3K | 0.00% | −22,451−98.5% | Reduced |
| Private Wealth Management Group, LLC | 280 | $15.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 275 | $15.6K | 0.00% | −1,065−79.5% | Reduced |
| LRI Investments, LLC | 269 | $15.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 250 | $14.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 243 | $13.7K | 0.00% | +37+18.0% | Added |
| Covestor Ltd | 224 | $13.0K | 0.01% | −1−0.4% | Reduced |
| Capital Advisors, Ltd. LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 209 | $11.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 203 | $11.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 199 | $11.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 186 | $10.5K | 0.00% | −4−2.1% | Reduced |
| North Capital, Inc. | 167 | $9.44K | 0.01% | +167 | New |
| Smithfield Trust Co | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 150 | $8.48K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 136 | $7.69K | 0.00% | −6−4.2% | Reduced |
| Brookfield Asset Management Inc. | 122 | $6.90K | 0.00% | −1,271,839−100.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 117 | $6.62K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 116 | $6.56K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 106 | $6.00K | 0.00% | +25+30.9% | Added |
| Root Financial Partners, LLC | 97 | $5.49K | 0.00% | +97 | New |
| GHP Investment Advisors, Inc. | 85 | $4.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 81 | $4.58K | 0.00% | +6+8.0% | Added |
| WealthCollab, LLC | 76 | $4.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $3.34K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 52 | $2.94K | 0.00% | −23−30.7% | Reduced |
| Heritage Wealth Advisors | 50 | $2.83K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $2.77K | 0.00% | +49 | New |
| 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 |
| JFS Wealth Advisors, LLC | 41 | $2.32K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $2.26K | 0.00% | +32+400.0% | Added |
| Assetmark, Inc | 38 | $2.15K | 0.00% | −8−17.4% | Reduced |
| Private Trust Co NA | 36 | $2.04K | 0.00% | +6+20.0% | Added |
| Quent Capital, LLC | 33 | $1.87K | 0.00% | +33 | New |
| Kilter Group LLC | 32 | $1.81K | 0.00% | −5−13.5% | Reduced |
| MCF Advisors LLC | 30 | $1.70K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $1.53K | 0.00% | +7+35.0% | Added |
| SOA Wealth Advisors, LLC. | 25 | $1.41K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $1.24K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 23 | $1.18K | 0.00% | +15+187.5% | Added |
| Stone House Investment Management, LLC | 21 | $1.16K | 0.00% | +16+320.0% | Added |
| UMA Financial Services, Inc. | 17 | $962 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $737 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $566 | 0.00% | +10 | New |
| MAI Capital Management | 8 | $453 | 0.00% | −40−83.3% | Reduced |
| Financial Management Professionals, Inc. | 8 | $452 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $396 | 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 |
| SBI Securities Co., Ltd. | 3 | $170 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| 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 |
| Salzhauer Michael | 2,250 | – | – | +2,250 | New |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −759,491−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −329,620−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −244,027−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −225,358−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −171,638−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −131,850−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −80,400−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −55,066−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −44,728−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −40,253−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,813−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −12,818−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −11,880−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,686−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −5,387−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,594−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −4,134−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |