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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, Q4 2025

Institutional positions in TXNM Energy Inc as of Dec 31, 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
379
+20 vs. Q3 2025
Shares held
108.9M
+3.57M (+3.4%) vs. Q3 2025
Total value
$6.41B
+$456.2M (+7.7%) vs. Q3 2025
New holders
55
143 more added
Sold out
35
115 more reduced

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 379 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 heldQ4 2025: $6.41B
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, Q4 2025

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q3 2025.

Institutions holding TXNM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.1$590.00%+1New
Keating Financial Advisory Services, Inc.1$590.00%+1New
Bay Harbor Wealth Management, LLC2$1170.00%00.0%Unchanged
TFC Financial Management2$1180.00%00.0%Unchanged
Rialto Wealth Management, LLC2$1180.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1180.00%00.0%Unchanged
Dunhill Financial, LLC2$1290.00%+2New
SBI Securities Co., Ltd.5$2940.00%+2+66.7%Added
Financial Management Professionals, Inc.8$4710.00%00.0%Unchanged
MAI Capital Management8$4720.00%00.0%Unchanged
Sunbelt Securities, Inc.10$5890.00%00.0%Unchanged
Rakuten Securities, Inc.10$5890.00%+10New
Rossby Financial, LCC11$6480.00%+11New
DiNuzzo Private Wealth, Inc.13$7660.00%00.0%Unchanged
Ares Financial Consulting, LLC14$8240.00%+14New
AdvisorNet Financial, Inc16$9420.00%+9+128.6%Added
Cornerstone Financial Management LLC17$1.00K0.00%+17New
Financial Consulate, Inc18$1.06K0.00%+18New
Stone House Investment Management, LLC21$1.21K0.00%00.0%Unchanged
SJS Investment Consulting Inc.21$1.24K0.00%+16+320.0%Added
Kilter Group LLC22$1.30K0.00%−10−31.3%Reduced
Marquette Asset Management, LLC22$1.30K0.00%+22New
SOA Wealth Advisors, LLC.25$1.47K0.00%00.0%Unchanged
UMA Financial Services, Inc.26$1.53K0.00%+9+52.9%Added
International Assets Investment Management, LLC26$1.53K0.00%+26New
TD Private Client Wealth LLC27$1.59K0.00%00.0%Unchanged
Quent Capital, LLC28$1.65K0.00%−5−15.2%Reduced
MCF Advisors LLC30$1.77K0.00%00.0%Unchanged
Sankala Group LLC30$1.77K0.00%+30New
Cornerstone Planning Group LLC32$1.90K0.00%+9+39.1%Added
Essential Partners LLC34$2.00K0.00%−6−15.0%Reduced
WPG Advisers, LLC34$2.00K0.00%+12+54.5%Added
Private Trust Co NA36$2.12K0.00%00.0%Unchanged
Assetmark, Inc38$2.24K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC41$2.42K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC43$2.53K0.00%00.0%Unchanged
Heritage Wealth Advisors50$2.94K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC52$3.06K0.00%00.0%Unchanged
Millstone Evans Group, LLC53$3.12K0.00%00.0%Unchanged
Highline Wealth Partners LLC59$3.47K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.73$4.30K0.00%−410−84.9%Reduced
Acumen Wealth Advisors, LLC73$4.30K0.00%+73New
WealthCollab, LLC76$4.47K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc81$4.77K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.85$5.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.95$5.59K0.00%+95New
Root Financial Partners, LLC96$5.65K0.00%−1−1.0%Reduced
Elyxium Wealth, LLC98$5.77K0.00%+98New
Bare Financial Services, Inc105$6.18K0.00%+62+144.2%Added
Atlantic Trust, LLC116$6.83K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.117$6.89K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC135$7.95K0.00%+135New
Brown Brothers Harriman & Co150$8.83K0.00%00.0%Unchanged
Smithfield Trust Co150$9.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust183$10.8K0.00%+47+34.6%Added
Basecamp Wealth Advisors LLC188$11.1K0.00%+188New
Bell Investment Advisors, Inc195$11.5K0.00%−14−6.7%Reduced
Atlantic Union Bankshares Corp199$11.7K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.201$11.8K0.00%−451−69.2%Reduced
Capital Advisors, Ltd. LLC219$13.0K0.00%00.0%Unchanged
Manchester Capital Management LLC225$13.2K0.00%+22+10.8%Added
Torren Management, LLC234$13.8K0.01%+234New
Rothschild Investment LLC246$14.5K0.00%+60+32.3%Added
Tidemark, LLC250$14.7K0.00%00.0%Unchanged
Pittenger & Anderson Inc250$14.7K0.00%+250New
Covestor Ltd248$15.0K0.01%+24+10.7%Added
Massmutual Trust Co FSB275$16.2K0.00%00.0%Unchanged
Clearstead Advisors, LLC278$16.4K0.00%+172+162.3%Added
Private Wealth Management Group, LLC280$16.5K0.00%00.0%Unchanged
DV Equities, LLC300$17.7K0.00%+300New
DV Trading LLC304$17.9K0.00%+304New
Elequin Capital LP343$20.2K0.00%+343New
Westside Investment Management, Inc.371$21.9K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.377$22.3K0.00%00.0%Unchanged
Fortis Group Advisors, LLC400$23.6K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.406$24.0K0.00%−7−1.7%Reduced
Los Angeles Capital Management LLC480$27.3K0.00%+480New
Hughes Financial Services, LLC471$27.7K0.00%+1+0.2%Added
Cape Investment Advisory, Inc.506$29.8K0.01%+506New
Huntington National Bank516$30.4K0.00%−98−16.0%Reduced
Zions Bancorporation, National Association560$33.0K0.00%+560New
Optiver Holding B.V.642$37.8K0.00%−192−23.0%Reduced
Fifth Third Bancorp691$40.7K0.00%−19−2.7%Reduced
North Star Investment Management Corp.730$43.0K0.00%00.0%Unchanged
Bessemer Group Inc766$45.0K0.00%−111−12.7%Reduced
Group One Trading, L.P.770$45.3K0.00%+770New
Steward Partners Investment Advisory, LLC839$49.4K0.00%00.0%Unchanged
Versant Capital Management, Inc840$49.5K0.01%+180+27.3%Added
Hantz Financial Services, Inc.876$52.0K0.00%+325+59.0%Added
Nomura Asset Management Co Ltd980$57.7K0.00%00.0%Unchanged
IFP Advisors, Inc1,038$61.1K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC1,073$63.2K0.00%−766−41.7%Reduced
GWM Advisors LLC1,081$63.6K0.00%00.0%Unchanged
Umb Bank N A1,117$65.8K0.00%−28−2.4%Reduced
Larson Financial Group LLC1,176$69.2K0.00%−209−15.1%Reduced
Eastern Bank1,199$70.6K0.00%00.0%Unchanged
Kestra Advisory Services, LLC1,255$73.9K0.00%+1,255New
Smartleaf Asset Management LLC1,262$74.4K0.00%+236+23.0%Added
Caitong International Asset Management Co., Ltd1,387$81.7K0.02%−163−10.5%Reduced
Farther Finance Advisors, LLC1,461$86.0K0.00%+268+22.5%Added