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 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 400 | $23.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377 | $22.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 371 | $21.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 356 | $20.8K | 0.00% | −286−44.5% | Reduced |
| Private Wealth Management Group, LLC | 280 | $16.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 269 | $15.7K | 0.00% | +269 | New |
| Rothschild Investment LLC | 263 | $15.4K | 0.00% | +17+6.9% | Added |
| 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 |
| Manchester Capital Management LLC | 225 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 224 | $13.1K | 0.00% | +29+14.9% | Added |
| Capital Advisors, Ltd. LLC | 219 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 199 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 197 | $11.5K | 0.00% | +92+87.6% | Added |
| Basecamp Wealth Advisors LLC | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $10.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 172 | $10.1K | 0.00% | +76+79.2% | Added |
| Massmutual Trust Co FSB | 158 | $9.24K | 0.00% | −117−42.5% | Reduced |
| McGuire Capital Advisors Inc | 155 | $9.06K | 0.01% | +155 | New |
| Stone House Investment Management, LLC | 155 | $9.03K | 0.00% | +134+638.1% | Added |
| Smithfield Trust Co | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 153 | $8.94K | 0.00% | −190−55.4% | Reduced |
| Assetmark, Inc | 122 | $7.13K | 0.00% | +84+221.1% | Added |
| Covestor Ltd | 126 | $7.00K | 0.00% | −122−49.2% | Reduced |
| Atlantic Trust, LLC | 116 | $6.78K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 114 | $6.67K | 0.00% | −21−15.6% | Reduced |
| Golden State Equity Partners | 103 | $6.02K | 0.00% | +103 | New |
| Brown Brothers Harriman & Co | 100 | $5.85K | 0.00% | −50−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 95 | $5.55K | 0.00% | +10+11.8% | Added |
| Farmers & Merchants Investments Inc | 81 | $4.74K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 79 | $4.62K | 0.00% | −155−66.2% | Reduced |
| WealthCollab, LLC | 76 | $4.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 71 | $4.15K | 0.00% | +63+787.5% | Added |
| Cornerstone Planning Group LLC | 68 | $4.02K | 0.00% | +36+112.5% | Added |
| Acumen Wealth Advisors, LLC | 68 | $3.98K | 0.00% | −5−6.8% | Reduced |
| Ronald Blue Trust, Inc. | 68 | $3.98K | 0.00% | −5−6.8% | Reduced |
| Cedar Mountain Advisors, LLC | 63 | $3.68K | 0.00% | +63 | New |
| Highline Wealth Partners LLC | 59 | $3.45K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 53 | $3.10K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 47 | $2.77K | 0.00% | +47 | New |
| Twin Peaks Wealth Advisors, LLC | 47 | $2.75K | 0.00% | +47 | New |
| Prestige Wealth Management Group LLC | 43 | $2.51K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 42 | $2.46K | 0.00% | +8+23.5% | Added |
| JFS Wealth Advisors, LLC | 41 | $2.40K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 37 | $2.16K | 0.00% | +37 | New |
| 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 |
| UMA Financial Services, Inc. | 35 | $2.05K | 0.00% | +9+34.6% | Added |
| WPG Advisers, LLC | 34 | $1.99K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 34 | $1.99K | 0.00% | +34 | New |
| Rossby Financial, LCC | 33 | $1.94K | 0.00% | +22+200.0% | Added |
| MCF Advisors LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $1.53K | 0.00% | +5+23.8% | Added |
| International Assets Investment Management, LLC | 26 | $1.53K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.46K | 0.00% | −253−91.0% | Reduced |
| Quent Capital, LLC | 24 | $1.40K | 0.00% | −4−14.3% | Reduced |
| Marquette Asset Management, LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 22 | $1.29K | 0.00% | +22 | New |
| Harbour Investments, Inc. | 20 | $1.21K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 20 | $1.17K | 0.00% | +18+900.0% | Added |
| True Wealth Design, LLC | 19 | $1.11K | 0.00% | +19 | New |
| Cornerstone Financial Management LLC | 17 | $994 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $994 | 0.00% | +1+6.3% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $760 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $702 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 10 | $585 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $585 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $468 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 5 | $296 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 4 | $234 | 0.00% | −1−20.0% | Reduced |
| Horizon Investments, LLC | 4 | $234 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 2 | $128 | 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 |
| Bay Harbor Wealth Management, LLC | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −1,834,874−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −292,274−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −171,136−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −160,154−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −125,018−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −57,444−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −39,978−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −37,277−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −33,342−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −25,067−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,531−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −12,290−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −9,734−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,474−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −8,846−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −8,548−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −8,187−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −6,675−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −6,622−100.0% | Sold out |