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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
CWM Advisors, LLC14,211$806.9K0.03%+3,171+28.7%Added
Pacer Advisors, Inc.13,459$764.0K0.00%−1,012−7.0%Reduced
Cerity Partners LLC13,136$745.9K0.00%+5,155+64.6%Added
Bank of Montreal12,594$715.1K0.00%−2,433−16.2%Reduced
Moody Lynn & Lieberson, LLC11,976$680.0K0.04%+152+1.3%Added
Cetera Investment Advisers11,975$679.9K0.00%+2,144+21.8%Added
First Citizens Bank & Trust Co11,459$650.6K0.01%+11,459New
Teacher Retirement System of Texas11,453$650.3K0.00%−1,261−9.9%Reduced
Envestnet Portfolio Solutions, Inc.11,240$638.2K0.00%+11,240New
Bank & Trust Co11,090$629.7K0.40%00.0%Unchanged
Cynosure Management, LLC10,699$607.5K0.09%+10,699New
STRS Ohio10,600$601.9K0.00%+1,900+21.8%Added
Hennion & Walsh Asset Management, Inc.10,443$593.0K0.02%+10.0%Added
ISAM Funds (UK) Ltd10,200$579.2K0.41%−8,157−44.4%Reduced
Natixis Advisors, L.P.10,170$577.0K0.00%+10,170New
Universal- Beteiligungs- und Servicegesellschaft mbH10,098$573.4K0.00%+3,192+46.2%Added
Cannon Global Investment Management, LLC10,000$567.8K1.71%+10,000New
Engineers Gate Manager LP9,440$536.0K0.01%−17,479−64.9%Reduced
Wealth Enhancement Advisory Services, LLC9,226$524.7K0.00%−773−7.7%Reduced
Advisor Group Holdings, Inc.9,176$521.0K0.00%+547+6.3%Added
The PNC Financial Services Group, Inc.8,961$508.8K0.00%+2,593+40.7%Added
Tower Research Capital LLC (TRC)8,825$501.1K0.01%−2,184−19.8%Reduced
Keebeck Alpha, LP8,663$491.9K1.02%−9,030−51.0%Reduced
Vise Technologies, Inc.8,281$470.2K0.01%+775+10.3%Added
PenderFund Capital Management Ltd.8,200$465.6K0.06%+2,800+51.9%Added
Commonwealth Equity Services, LLC8,025$455.7K0.00%+704+9.6%Added
Federated Hermes, Inc.7,698$437.1K0.00%−94−1.2%Reduced
Vident Advisory, LLC7,626$433.0K0.00%−476−5.9%Reduced
Securian Asset Management, Inc7,348$421.8K0.02%+204+2.9%Added
Ballentine Partners, LLC7,384$419.3K0.01%+595+8.8%Added
IFM Investors Pty Ltd7,329$416.1K0.00%+200+2.8%Added
CIBC Bancorp USA Inc.7,014$398.3K0.00%−1,095−13.5%Reduced
Chicago Partners Investment Group LLC6,489$378.3K0.01%+628+10.7%Added
Swiss Life Asset Management Ltd6,612$375.4K0.00%+678+11.4%Added
Tyche Wealth Partners LLC6,593$374.3K0.05%−66−1.0%Reduced
Lido Advisors, LLC6,570$373.0K0.00%+552+9.2%Added
Panagora Asset Management Inc6,506$369.4K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd6,395$363.1K0.05%+6,395New
HighTower Advisors, LLC6,295$357.4K0.00%−2,436−27.9%Reduced
US Bancorp6,059$344.0K0.00%+1,752+40.7%Added
LPL Financial LLC5,892$334.6K0.00%−587−9.1%Reduced
Spirit of America Management Corp5,600$318.0K0.06%00.0%Unchanged
Rockefeller Capital Management L.P.5,595$317.7K0.00%−183−3.2%Reduced
DnB Asset Management AS5,574$316.5K0.00%00.0%Unchanged
Captrust Financial Advisors5,421$307.8K0.00%−898−14.2%Reduced
Crossmark Global Holdings, Inc.5,229$296.9K0.00%00.0%Unchanged
Simplex Trading, LLC5,144$292.1K0.01%+3,449+203.5%Added
United Capital Financial Advisers, LLC5,133$291.5K0.00%−4,652−47.5%Reduced
O'Shaughnessy Asset Management, LLC5,051$286.8K0.00%−498−9.0%Reduced
Concurrent Investment Advisors, LLC5,007$284.3K0.00%+5,007New
Themes Management Co LLC4,923$279.5K0.19%+330+7.2%Added
Brinker Capital Investments, LLC4,889$277.6K0.00%−962−16.4%Reduced
Envestnet Asset Management Inc4,865$276.2K0.00%−7,710−61.3%Reduced
M&T Bank Corp4,748$269.2K0.00%−258−5.2%Reduced
Armistice Capital, LLC4,713$267.6K0.01%+4,713New
Evergreen Capital Management LLC4,681$265.8K0.00%−107−2.2%Reduced
Marex Group plc4,506$255.9K0.00%+4,506New
Everence Capital Management Inc4,340$246.0K0.01%00.0%Unchanged
Empowered Funds, LLC4,302$244.3K0.00%+94+2.2%Added
Public Employees Retirement Association of Colorado4,251$241.0K0.00%00.0%Unchanged
Fundamentun, LLC4,173$237.0K0.01%+4,173New
Profund Advisors LLC4,162$236.3K0.01%+303+7.9%Added
Northwestern Mutual Wealth Management Co4,140$235.1K0.00%+2,254+119.5%Added
Fieldview Capital Management, LLC4,038$229.3K0.07%−1,971−32.8%Reduced
Winton Group Ltd4,000$227.1K0.01%+200+5.3%Added
Johnson Financial Group, LLC3,964$225.1K0.01%+3,964New
Public Employees Retirement System of Ohio3,912$222.1K0.00%+125+3.3%Added
Signaturefd, LLC3,773$214.2K0.00%+615+19.5%Added
Parallel Advisors, LLC3,679$208.9K0.00%−2,696−42.3%Reduced
Jane Street Group, LLC3,657$207.6K0.00%−114,421−96.9%Reduced
Ascent Group, LLC3,633$206.3K0.01%+3,633New
AE Wealth Management LLC3,564$202.4K0.00%−675−15.9%Reduced
Virtus Investment Advisers, Inc.3,405$193.3K0.05%+182+5.6%Added
Global Retirement Partners, LLC3,219$182.8K0.00%+3,219New
Larson Financial Group LLC2,977$169.0K0.00%+39+1.3%Added
Pinnacle Wealth Planning Services, Inc.2,917$165.6K0.02%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,826$160.5K0.00%+582+25.9%Added
Hantz Financial Services, Inc.2,434$138.0K0.00%+1,149+89.4%Added
KBC Group NV2,300$131.0K0.00%−749−24.6%Reduced
Sterling Capital Management LLC2,223$126.2K0.00%−1,138−33.9%Reduced
Jones Financial Companies LLLP1,889$107.9K0.00%+494+35.4%Added
Allworth Financial LP1,548$87.9K0.00%+21+1.4%Added
Trust Co of Vermont1,500$85.2K0.00%+1,500New
Farther Finance Advisors, LLC1,445$82.0K0.00%−182−11.2%Reduced
Umb Bank N A1,290$73.2K0.00%+140+12.2%Added
Versant Capital Management, Inc1,255$71.3K0.01%+144+13.0%Added
GWM Advisors LLC1,081$61.4K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC965$54.8K0.00%−292−23.2%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA950$53.9K0.02%+950New
Smartleaf Asset Management LLC913$52.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC811$46.0K0.00%−3−0.4%Reduced
Kemnay Advisory Services Inc.801$45.5K0.01%+801New
Group One Trading, L.P.770$43.7K0.00%00.0%Unchanged
Bessemer Group Inc766$43.0K0.00%00.0%Unchanged
North Star Investment Management Corp.730$41.4K0.00%00.0%Unchanged
Eastern Bank686$39.0K0.00%00.0%Unchanged
IFP Advisors, Inc684$38.8K0.00%−5−0.7%Reduced
SRS Capital Advisors, Inc.675$38.3K0.00%+675New
Zions Bancorporation, National Association560$31.8K0.00%00.0%Unchanged
Optiver Holding B.V.538$30.5K0.00%+182+51.1%Added