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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 1,527 | $89.3K | 0.00% | +35+2.3% | Added |
| Farther Finance Advisors, LLC | 1,627 | $95.5K | 0.00% | +166+11.4% | Added |
| Simplex Trading, LLC | 1,695 | $99.1K | 0.00% | −1,874−52.5% | Reduced |
| Bayforest Capital Ltd | 1,740 | $101.7K | 0.11% | −2,760−61.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,886 | $110.2K | 0.00% | −151−7.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,244 | $131.2K | 0.00% | +692+44.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,917 | $170.5K | 0.02% | −70−2.3% | Reduced |
| Larson Financial Group LLC | 2,938 | $171.8K | 0.01% | +1,762+149.8% | Added |
| KBC Group NV | 3,049 | $178.0K | 0.00% | +621+25.6% | Added |
| Signaturefd, LLC | 3,158 | $184.6K | 0.00% | +95+3.1% | Added |
| Virtus Investment Advisers, Inc. | 3,223 | $188.4K | 0.05% | +464+16.8% | Added |
| Sterling Capital Management LLC | 3,361 | $196.5K | 0.00% | −2,492−42.6% | Reduced |
| Benjamin Edwards Inc | 3,472 | $203.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,787 | $221.4K | 0.00% | +176+4.9% | Added |
| Winton Group Ltd | 3,800 | $222.1K | 0.01% | −6,200−62.0% | Reduced |
| Profund Advisors LLC | 3,859 | $225.6K | 0.01% | −167−4.1% | Reduced |
| Skopos Labs, Inc. | 3,862 | $225.7K | 0.01% | +3,862 | New |
| Evolve Private Wealth, LLC | 3,868 | $226.1K | 0.01% | −61−1.6% | Reduced |
| Gotham Asset Management, LLC | 3,874 | $226.5K | 0.00% | +3,874 | New |
| DGS Capital Management, LLC | 4,130 | $241.4K | 0.04% | +4,130 | New |
| Empowered Funds, LLC | 4,208 | $246.0K | 0.00% | +481+12.9% | Added |
| AE Wealth Management LLC | 4,239 | $247.8K | 0.00% | −4,288−50.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,251 | $249.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,307 | $251.8K | 0.00% | +55+1.3% | Added |
| Everence Capital Management Inc | 4,340 | $254.0K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,550 | $266.0K | 0.01% | +299+7.0% | Added |
| Themes Management Co LLC | 4,593 | $268.5K | 0.17% | +1,148+33.3% | Added |
| Evergreen Capital Management LLC | 4,788 | $279.9K | 0.01% | −1,295−21.3% | Reduced |
| FNY Investment Advisers, LLC | 5,000 | $292.0K | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 5,006 | $292.7K | 0.00% | −960−16.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,229 | $305.7K | 0.00% | −30−0.6% | Reduced |
| PenderFund Capital Management Ltd. | 5,400 | $315.7K | 0.05% | – | – |
| O'Shaughnessy Asset Management, LLC | 5,549 | $324.4K | 0.00% | +784+16.5% | Added |
| DnB Asset Management AS | 5,574 | $325.9K | 0.00% | +5,574 | New |
| Spirit of America Management Corp | 5,600 | $327.4K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,778 | $337.8K | 0.00% | +3,617+167.4% | Added |
| Brinker Capital Investments, LLC | 5,851 | $342.1K | 0.00% | −792−11.9% | Reduced |
| Chicago Partners Investment Group LLC | 5,861 | $344.8K | 0.01% | +96+1.7% | Added |
| Swiss Life Asset Management Ltd | 5,934 | $346.9K | 0.00% | +1,489+33.5% | Added |
| One68 Global Capital, LLC | 6,000 | $348.2K | 1.13% | +6,000 | New |
| Fieldview Capital Management, LLC | 6,009 | $351.3K | 0.10% | −3,096−34.0% | Reduced |
| Lido Advisors, LLC | 6,018 | $351.8K | 0.00% | +105+1.8% | Added |
| FORA Capital, LLC | 6,303 | $368.5K | 0.03% | −316−4.8% | Reduced |
| Captrust Financial Advisors | 6,319 | $369.4K | 0.00% | +136+2.2% | Added |
| The PNC Financial Services Group, Inc. | 6,368 | $372.3K | 0.00% | +223+3.6% | Added |
| Parallel Advisors, LLC | 6,375 | $372.7K | 0.01% | −785−11.0% | Reduced |
| LPL Financial LLC | 6,479 | $378.8K | 0.00% | −332−4.9% | Reduced |
| Panagora Asset Management Inc | 6,506 | $380.3K | 0.00% | 00.0% | Unchanged |
| Amundi | 6,579 | $384.6K | 0.00% | +1,133+20.8% | Added |
| Tyche Wealth Partners LLC | 6,659 | $389.3K | 0.06% | −67−1.0% | Reduced |
| Holocene Advisors, LP | 6,768 | $395.7K | 0.00% | +6,768 | New |
| Ballentine Partners, LLC | 6,789 | $396.9K | 0.01% | −210−3.0% | Reduced |
| CWM, LLC | 6,801 | $397.6K | 0.00% | +4,009+143.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,906 | $403.7K | 0.00% | +561+8.8% | Added |
| Savant Capital, LLC | 6,922 | $404.7K | 0.00% | +528+8.3% | Added |
| IFM Investors Pty Ltd | 7,129 | $416.8K | 0.00% | +7,129 | New |
| Securian Asset Management, Inc | 7,144 | $417.6K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,321 | $428.0K | 0.00% | −593−7.5% | Reduced |
| Vise Technologies, Inc. | 7,506 | $441.9K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7,792 | $455.5K | 0.00% | −91−1.2% | Reduced |
| Cerity Partners LLC | 7,981 | $466.6K | 0.00% | +2,664+50.1% | Added |
| Vident Advisory, LLC | 8,102 | $473.6K | 0.00% | −4,522−35.8% | Reduced |
| CIBC Bancorp USA Inc. | 8,109 | $474.1K | 0.00% | +8,109 | New |
| Advisor Group Holdings, Inc. | 8,629 | $504.4K | 0.00% | −313−3.5% | Reduced |
| STRS Ohio | 8,700 | $508.6K | 0.00% | −9,100−51.1% | Reduced |
| HighTower Advisors, LLC | 8,731 | $510.4K | 0.00% | +2,790+47.0% | Added |
| United Capital Financial Advisers, LLC | 9,785 | $572.0K | 0.00% | +4,023+69.8% | Added |
| Cetera Investment Advisers | 9,831 | $574.7K | 0.00% | +448+4.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,999 | $588.4K | 0.00% | −260−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,442 | $610.4K | 0.02% | −15−0.1% | Reduced |
| Defiance ETFs, LLC | 10,558 | $617.2K | 0.01% | +10,558 | New |
| Meeder Advisory Services, Inc. | 10,571 | $618.0K | 0.03% | +2,598+32.6% | Added |
| GAMMA Investing LLC | 10,687 | $624.8K | 0.03% | +5,037+89.2% | Added |
| Royal Bank of Canada | 10,962 | $640.0K | 0.00% | −10,594−49.1% | Reduced |
| JustInvest LLC | 10,969 | $641.2K | 0.01% | +69+0.6% | Added |
| Tower Research Capital LLC (TRC) | 11,009 | $643.6K | 0.02% | +6,347+136.1% | Added |
| CWM Advisors, LLC | 11,040 | $645.4K | 0.04% | +795+7.8% | Added |
| Bank & Trust Co | 11,090 | $648.3K | 0.44% | −171−1.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 11,824 | $691.2K | 0.04% | −20−0.2% | Reduced |
| Envestnet Asset Management Inc | 12,575 | $735.1K | 0.00% | −17,743−58.5% | Reduced |
| Teacher Retirement System of Texas | 12,714 | $743.3K | 0.00% | −1,310−9.3% | Reduced |
| Mercer Global Advisors Inc | 13,331 | $779.4K | 0.00% | +3,668+38.0% | Added |
| Toroso Investments, LLC | 13,724 | $802.3K | 0.00% | +3,609+35.7% | Added |
| Xponance, Inc. | 14,004 | $818.7K | 0.01% | +1,917+15.9% | Added |
| Quadrant Capital Group LLC | 14,234 | $832.1K | 0.02% | −38−0.3% | Reduced |
| Pacer Advisors, Inc. | 14,471 | $846.0K | 0.00% | +2,955+25.7% | Added |
| Bank of Montreal | 15,027 | $878.5K | 0.00% | −777−4.9% | Reduced |
| CSS LLC | 15,193 | $888.2K | 0.05% | +4,805+46.3% | Added |
| State of Alaska, Department of Revenue | 15,420 | $899.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 15,536 | $908.3K | 0.00% | +3,402+28.0% | Added |
| Advisors Asset Management, Inc. | 15,902 | $929.6K | 0.02% | −145−0.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 16,007 | $935.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 16,441 | $961.1K | 0.00% | −449−2.7% | Reduced |
| Victory Capital Management Inc | 16,620 | $971.6K | 0.00% | +856+5.4% | Added |
| Pictet Asset Management Holding SA | 16,887 | $987.2K | 0.00% | +1,426+9.2% | Added |
| Vestcor Inc | 16,939 | $990.0K | 0.03% | −68,821−80.2% | Reduced |
| Prudential Financial Inc | 17,330 | $1.01M | 0.00% | +9,575+123.5% | Added |
| New Mexico Educational Retirement Board | 17,500 | $1.02M | 0.03% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 17,693 | $1.03M | 3.15% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 18,357 | $1.07M | 0.53% | +18,357 | New |