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, Q1 2026
Institutional positions in TXNM Energy Inc as of Mar 31, 2026. 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
- 380
- +11 vs. Q4 2025
- Shares held
- 109.5M
- +15.7M (+16.7%) vs. Q4 2025
- Total value
- $6.40B
- +$873.8M (+15.8%) vs. Q4 2025
- New holders
- 47
- 147 more added
- Sold out
- 36
- 118 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 2 | $116 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $117 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2 | $117 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 2 | $128 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $234 | 0.00% | −1−20.0% | Reduced |
| Horizon Investments, LLC | 4 | $234 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 5 | $296 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 8 | $468 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $585 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $585 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $702 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $760 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $994 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $994 | 0.00% | +1+6.3% | Added |
| True Wealth Design, LLC | 19 | $1.11K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 20 | $1.17K | 0.00% | +18+900.0% | Added |
| Harbour Investments, Inc. | 20 | $1.21K | 0.00% | +20 | New |
| NBT Bank N A | 22 | $1.29K | 0.00% | +22 | New |
| Marquette Asset Management, LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $1.40K | 0.00% | −4−14.3% | Reduced |
| Clearstead Advisors, LLC | 25 | $1.46K | 0.00% | −253−91.0% | Reduced |
| International Assets Investment Management, LLC | 26 | $1.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $1.53K | 0.00% | +5+23.8% | Added |
| Sankala Group LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 33 | $1.94K | 0.00% | +22+200.0% | Added |
| WPG Advisers, LLC | 34 | $1.99K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 34 | $1.99K | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 35 | $2.05K | 0.00% | +9+34.6% | Added |
| Private Trust Co NA | 36 | $2.10K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 36 | $2.10K | 0.00% | +9+33.3% | Added |
| Whipplewood Advisors, LLC | 37 | $2.16K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 41 | $2.40K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 42 | $2.46K | 0.00% | +8+23.5% | Added |
| Prestige Wealth Management Group LLC | 43 | $2.51K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 47 | $2.75K | 0.00% | +47 | New |
| Whittier Trust Co | 47 | $2.77K | 0.00% | +47 | New |
| Heritage Wealth Advisors | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $3.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 59 | $3.45K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 63 | $3.68K | 0.00% | +63 | New |
| Ronald Blue Trust, Inc. | 68 | $3.98K | 0.00% | −5−6.8% | Reduced |
| Acumen Wealth Advisors, LLC | 68 | $3.98K | 0.00% | −5−6.8% | Reduced |
| Cornerstone Planning Group LLC | 68 | $4.02K | 0.00% | +36+112.5% | Added |
| MAI Capital Management | 71 | $4.15K | 0.00% | +63+787.5% | Added |
| WealthCollab, LLC | 76 | $4.44K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 79 | $4.62K | 0.00% | −155−66.2% | Reduced |
| Farmers & Merchants Investments Inc | 81 | $4.74K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 95 | $5.55K | 0.00% | +10+11.8% | Added |
| Brown Brothers Harriman & Co | 100 | $5.85K | 0.00% | −50−33.3% | Reduced |
| Golden State Equity Partners | 103 | $6.02K | 0.00% | +103 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 114 | $6.67K | 0.00% | −21−15.6% | Reduced |
| Atlantic Trust, LLC | 116 | $6.78K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 126 | $7.00K | 0.00% | −122−49.2% | Reduced |
| Assetmark, Inc | 122 | $7.13K | 0.00% | +84+221.1% | Added |
| Elequin Capital LP | 153 | $8.94K | 0.00% | −190−55.4% | Reduced |
| Smithfield Trust Co | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 155 | $9.03K | 0.00% | +134+638.1% | Added |
| McGuire Capital Advisors Inc | 155 | $9.06K | 0.01% | +155 | New |
| Massmutual Trust Co FSB | 158 | $9.24K | 0.00% | −117−42.5% | Reduced |
| Root Financial Partners, LLC | 172 | $10.1K | 0.00% | +76+79.2% | Added |
| Parkside Financial Bank & Trust | 183 | $10.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 197 | $11.5K | 0.00% | +92+87.6% | Added |
| Atlantic Union Bankshares Corp | 199 | $11.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 219 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 224 | $13.1K | 0.00% | +29+14.9% | Added |
| Manchester Capital Management LLC | 225 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 250 | $14.6K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 250 | $14.6K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 250 | $14.6K | 0.00% | +250 | New |
| Rothschild Investment LLC | 263 | $15.4K | 0.00% | +17+6.9% | Added |
| Advisory Services Network, LLC | 269 | $15.7K | 0.00% | +269 | New |
| Private Wealth Management Group, LLC | 280 | $16.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 356 | $20.8K | 0.00% | −286−44.5% | Reduced |
| Westside Investment Management, Inc. | 371 | $21.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 400 | $23.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 448 | $26.0K | 0.00% | +42+10.3% | Added |
| Huntington National Bank | 467 | $27.3K | 0.00% | −49−9.5% | Reduced |
| Hughes Financial Services, LLC | 471 | $27.5K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 480 | $28.1K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 536 | $31.5K | 0.02% | +522+3,728.6% | Added |
| Zions Bancorporation, National Association | 560 | $32.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 686 | $40.1K | 0.00% | −513−42.8% | Reduced |
| IFP Advisors, Inc | 689 | $40.3K | 0.00% | −349−33.6% | Reduced |
| North Star Investment Management Corp. | 730 | $42.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 766 | $45.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 770 | $45.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 814 | $47.6K | 0.00% | −25−3.0% | Reduced |
| Smartleaf Asset Management LLC | 913 | $53.5K | 0.00% | −349−27.7% | Reduced |
| Nomura Asset Management Co Ltd | 980 | $57.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,081 | $63.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,111 | $64.9K | 0.01% | +271+32.3% | Added |
| Umb Bank N A | 1,150 | $67.2K | 0.00% | +33+3.0% | Added |
| EverSource Wealth Advisors, LLC | 1,257 | $73.5K | 0.00% | +184+17.1% | Added |
| Hantz Financial Services, Inc. | 1,285 | $75.0K | 0.00% | +409+46.7% | Added |
| Jones Financial Companies LLLP | 1,395 | $81.4K | 0.00% | −203−12.7% | Reduced |