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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, Q2 2026

Institutional positions in TXNM Energy Inc as of Jun 30, 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
385
+12 vs. Q1 2026
Shares held
111.6M
+2.42M (+2.2%) vs. Q1 2026
Total value
$6.33B
−$44.0M (−0.7%) vs. Q1 2026
New holders
48
153 more added
Sold out
36
120 more reduced

7 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 385 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 heldQ2 2026: $6.33B
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, Q2 2026

Shares, value and share of portfolio for each institution holding TXNM Energy Inc; share changes are against Q1 2026.

Institutions holding TXNM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rialto Wealth Management, LLC2$1140.00%−18−90.0%Reduced
TFC Financial Management2$1140.00%00.0%Unchanged
HFM Investment Advisors, LLC2$1140.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$1140.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$1700.00%+3New
Wealth Enhancement Trust Services, Inc.3$1700.00%+3New
Horizon Investments, LLC2$2270.00%−2−50.0%Reduced
SBI Securities Co., Ltd.4$2270.00%00.0%Unchanged
Fortitude Family Office, LLC4$2270.00%+4New
Planning Strategies Inc.6$3410.00%+6New
Buck Wealth Strategies, LLC7$3970.00%+7New
Financial Management Professionals, Inc.8$4540.00%00.0%Unchanged
Elequin Capital LP9$5110.00%−144−94.1%Reduced
Ronald Blue Trust, Inc.9$5110.00%−59−86.8%Reduced
Rakuten Securities, Inc.10$5680.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.10$5680.00%+8+400.0%Added
DiNuzzo Private Wealth, Inc.13$7390.00%00.0%Unchanged
Financial Network Wealth Advisors LLC14$7950.00%+14New
American Capital Advisory, LLC14$7950.00%+14New
Ameriflex Group, Inc.14$7950.00%+14New
Avion Wealth32$1.00K0.00%+32New
Harbour Investments, Inc.22$1.23K0.00%+2+10.0%Added
NBT Bank N A22$1.25K0.00%00.0%Unchanged
Kilter Group LLC22$1.25K0.00%00.0%Unchanged
UMA Financial Services, Inc.24$1.36K0.00%−11−31.4%Reduced
International Assets Investment Management, LLC26$1.48K0.00%00.0%Unchanged
AdvisorNet Financial, Inc26$1.48K0.00%+9+52.9%Added
SJS Investment Consulting Inc.26$1.49K0.00%00.0%Unchanged
Essential Partners LLC27$1.53K0.00%−15−35.7%Reduced
SHP Wealth Management27$1.53K0.00%+15+125.0%Added
True Wealth Design, LLC27$1.53K0.00%+8+42.1%Added
MCF Advisors LLC30$1.70K0.00%00.0%Unchanged
Sankala Group LLC30$1.73K0.00%00.0%Unchanged
Clearstead Advisors, LLC33$1.88K0.00%+8+32.0%Added
Bayforest Capital Ltd34$1.93K0.00%−1,706−98.0%Reduced
Private Trust Co NA36$2.04K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC41$2.33K0.00%00.0%Unchanged
Rossby Financial, LCC42$2.38K0.00%+9+27.3%Added
Prestige Wealth Management Group LLC43$2.44K0.00%00.0%Unchanged
Whittier Trust Co47$2.66K0.00%00.0%Unchanged
Heritage Wealth Advisors50$2.84K0.00%00.0%Unchanged
Millstone Evans Group, LLC53$3.01K0.00%00.0%Unchanged
Huntington National Bank53$3.01K0.00%−414−88.7%Reduced
WPG Advisers, LLC54$3.07K0.00%+20+58.8%Added
Sachetta, LLC54$3.07K0.00%+54New
Highline Wealth Partners LLC59$3.35K0.00%00.0%Unchanged
Cornerstone Financial Management LLC59$3.35K0.00%+42+247.1%Added
Cedar Mountain Advisors, LLC63$3.58K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC68$3.86K0.00%00.0%Unchanged
Action Point Financial Planning, LLC72$4.03K0.00%+72New
WealthCollab, LLC76$4.32K0.00%00.0%Unchanged
Torren Management, LLC79$4.50K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc81$4.60K0.00%00.0%Unchanged
Cornerstone Planning Group LLC80$4.66K0.00%+12+17.6%Added
TD Private Client Wealth LLC87$4.94K0.00%+51+141.7%Added
GHP Investment Advisors, Inc.95$5.39K0.00%00.0%Unchanged
Brown Brothers Harriman & Co100$5.68K0.00%00.0%Unchanged
Rothschild Investment LLC116$6.59K0.00%−147−55.9%Reduced
Covestor Ltd139$8.00K0.00%+13+10.3%Added
McGuire Capital Advisors Inc155$8.80K0.00%00.0%Unchanged
Smithfield Trust Co150$9.00K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC192$10.9K0.00%+4+2.1%Added
Atlantic Union Bankshares Corp199$11.3K0.00%00.0%Unchanged
Parkside Financial Bank & Trust201$11.4K0.00%+18+9.8%Added
Capital Advisors, Ltd. LLC219$12.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc224$12.7K0.00%00.0%Unchanged
Manchester Capital Management LLC225$12.8K0.00%00.0%Unchanged
Bare Financial Services, Inc249$14.1K0.00%+52+26.4%Added
Pittenger & Anderson Inc250$14.2K0.00%00.0%Unchanged
Tidemark, LLC250$14.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC280$15.9K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.303$17.2K0.01%+303New
Assetmark, Inc305$17.3K0.00%+183+150.0%Added
Stone House Investment Management, LLC317$18.0K0.00%+162+104.5%Added
Harbor Capital Advisors, Inc.376$21.0K0.00%−72−16.1%Reduced
Nomura Asset Management Co Ltd370$21.0K0.00%−610−62.2%Reduced
Westside Investment Management, Inc.371$21.1K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.377$21.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB389$22.1K0.00%+231+146.2%Added
Fortis Group Advisors, LLC400$22.7K0.00%00.0%Unchanged
Hughes Financial Services, LLC476$27.0K0.00%+5+1.1%Added
Los Angeles Capital Management LLC480$27.3K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.507$28.8K0.01%+507New
Ameritas Advisory Services, LLC522$29.7K0.00%+522New
Ares Financial Consulting, LLC536$30.4K0.02%00.0%Unchanged
Optiver Holding B.V.538$30.5K0.00%+182+51.1%Added
Zions Bancorporation, National Association560$31.8K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.675$38.3K0.00%+675New
IFP Advisors, Inc684$38.8K0.00%−5−0.7%Reduced
Eastern Bank686$39.0K0.00%00.0%Unchanged
North Star Investment Management Corp.730$41.4K0.00%00.0%Unchanged
Bessemer Group Inc766$43.0K0.00%00.0%Unchanged
Group One Trading, L.P.770$43.7K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.801$45.5K0.01%+801New
Steward Partners Investment Advisory, LLC811$46.0K0.00%−3−0.4%Reduced
Smartleaf Asset Management LLC913$52.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA950$53.9K0.02%+950New
EverSource Wealth Advisors, LLC965$54.8K0.00%−292−23.2%Reduced
GWM Advisors LLC1,081$61.4K0.00%00.0%Unchanged
Versant Capital Management, Inc1,255$71.3K0.01%+144+13.0%Added