TXNM EnergyTXNM

13F holders, Q2 2026 (June 30)
385holders +5
44new positions
36sold out
10famous investors
$56.76avg. 13F price*

At the end of Q2 2026, 385 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 5 from Q1 2026. 44 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($828.8M), Blackstone Inc. ($454.2M) and Balyasny Asset Management L.P. ($403.9M). 10 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jeremy Grantham (0.1% of GMO's portfolio).

Company
TXNM Energy Inc.
CUSIP
69349H107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 276Q1 2024Q2 2024: 282Q2 2024Q3 2024: 300Q3 2024Q4 2024: 301Q4 2024Q1 2025: 323Q1 2025Q2 2025: 351Q2 2025Q3 2025: 365Q3 2025Q4 2025: 378Q4 2025Q1 2026: 380Q1 2026Q2 2026: 385Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions44$157.9M
Exits36$152.3M

All 13F filers, Q1 2026 → Q2 2026: 15,298,256 shares bought and 15,187,380 shares sold, net +110,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 385 holders

BlackRock, Inc. 0.01% Add +9.2% 14,595,837 $828.8M
Blackstone Inc. 1.50% No change 8,000,000 $454.2M
Balyasny Asset Management L.P. 0.76% Reduce -0.3% 7,113,061 $403.9M
Vanguard Portfolio Management LLC 0.02% Add +2.9% 6,740,196 $382.7M
Pentwater Capital Management LP 2.94% Add +131.7% 6,487,500 $368.4M
Vanguard Capital Management LLC 0.01% Add +2.7% 4,842,279 $274.9M
State Street Corp. 0.01% Add +6.2% 4,124,968 $234.2M
Geode Capital Management, LLC 0.01% Add +7.3% 2,996,464 $170.2M
Millennium Management 0.10% Reduce -30.0% 2,470,809 $140.3M
Norges Bank 0.01% — 2,264,722 $128.6M
Goldman Sachs Group Inc. 0.01% Reduce -5.7% 2,206,304 $125.3M
Qube Research & Technologies Ltd 0.13% Add +66.4% 2,084,253 $118.3M
AQR Arbitrage LLC 1.77% Add +2.6% 1,812,443 $102.9M
Morgan Stanley 0.00% Add +7.1% 1,583,353 $89.9M
Magnetar Financial LLC 0.83% Reduce -1.8% 1,448,220 $82.2M
Melqart Asset Management (UK) Ltd 7.40% Add +30.4% 1,370,244 $77.8M
Alliancebernstein L.P. 0.03% Add +21.8% 1,328,638 $77.7M
Charles Schwab Investment Management Inc. 0.01% Add +2.3% 1,262,285 $71.7M
Northern Trust Corp. 0.01% Add +6.9% 1,208,968 $68.6M
Invesco Ltd. 0.01% Add +30.9% 1,203,808 $68.4M
Verition Fund Management LLC 0.52% Reduce -10.7% 1,203,109 $68.3M
Governors Lane LP 6.17% Add +142.8% 1,079,170 $61.3M
LMR Partners LLP 0.48% Add +35.1% 943,488 $53.6M
Gabelli Funds LLC 0.34% Add +4.5% 933,521 $53.0M
HSBC Holdings PLC 0.02% Add +29.8% 889,385 $50.7M
Marshall Wace, LLP 0.04% Add +24.1% 889,956 $50.5M
Hudson Bay Capital Management LP 0.27% Add +12.1% 888,032 $50.4M
Empyrean Capital Partners, LP 1.76% Reduce -43.7% 812,554 $46.1M
Nexpoint Asset Management, L.P. 3.09% Add +50.1% 811,090 $46.1M
UBS Group AG 0.01% Reduce -60.5% 803,015 $45.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -7.6% 791,704 $45.0M
Alberta Investment Management Corp 0.29% Reduce -11.2% 791,387 $44.9M
GAMCO Investors 0.38% Reduce -1.2% 746,544 $42.4M
Bank of New York Mellon Corp 0.01% Reduce -1.3% 743,474 $42.2M
Water Island Capital LLC 4.64% Add +9.3% 737,734 $41.9M
GMO 0.09% Add +33.6% 688,984 $39.1M
Vanguard Fiduciary Trust Co. 0.01% Add +4.2% 666,367 $37.8M
Renaissance Technologies 0.05% New 645,558 $36.7M
Two Sigma Investments, LP 0.03% Add +85.0% 609,070 $34.6M
First Trust Advisors LP 0.02% Reduce -5.9% 549,405 $31.2M
Sand Grove Capital Management LLP 8.05% Reduce -23.5% 506,546 $28.8M
HBK Investments L P 0.35% Reduce -84.0% 484,938 $27.5M
Alpine Associates Management Inc. 1.54% Reduce -15.4% 433,368 $24.6M
Squarepoint Ops LLC 0.05% Add +15.3% 430,937 $24.5M
Legal & General Group Plc 0.01% Reduce -4.3% 427,046 $24.2M
Weiss Asset Management LP 0.40% Add +148.8% 411,513 $23.4M
Segall Bryant & Hamill, LLC 0.27% Reduce -4.4% 395,077 $22.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 3.25% Add +13.1% 391,636 $22.2M
Calamos Advisors LLC 0.11% New 380,686 $21.6M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -75.3% 375,613 $21.3M
Readystate Asset Management LP 1.40% Reduce -18.3% 372,964 $21.2M
Caxton Associates LLP 0.40% Reduce -46.5% 372,254 $21.1M
Citadel Advisors 0.01% Add +23.6% 362,001 $20.6M
Bank of America Corp. 0.00% Add +17.8% 360,040 $20.4M
Arrowstreet Capital, Limited Partnership 0.01% Add +41.5% 352,411 $20.0M
Rhumbline Advisers 0.01% Add +4.4% 336,267 $19.1M
Glazer Capital, LLC 0.47% New 323,587 $18.4M
River Road Asset Management, LLC 0.20% Reduce -12.3% 316,352 $18.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +211.0% 315,011 $17.9M
Capula Management Ltd 0.08% Add +753.9% 307,584 $17.5M
Picton Mahoney Asset Management 0.16% Add +57.9% 300,000 $17.0M
Man Group plc 0.03% Add +107.3% 299,090 $17.0M
Wells Fargo & Company 0.00% Add +540.5% 297,087 $16.9M
Kennedy Capital Management LLC 0.29% Reduce -4.4% 286,261 $16.3M
Woodline Partners LP 0.05% Reduce -32.2% 280,760 $15.9M
Nuveen, LLC 0.00% Add +21.2% 272,933 $15.5M
Trexquant Investment LP 0.10% New 270,666 $15.4M
JPMorgan Chase & Co. 0.00% Reduce -76.7% 265,004 $15.4M
PSquared Asset Management AG 5.03% New 274,400 $15.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -5.4% 263,295 $14.9M
Groupe la Francaise 0.18% Add +9.7% 341,953 $14.3M
Tudor Investment Corporation 0.06% Add +24.9% 234,603 $13.3M
Principal Financial Group Inc. 0.01% Add +3.1% 227,345 $12.9M
Nearwater Capital Markets, Ltd 0.22% New 223,100 $12.7M
Franklin Resources Inc. 0.00% Reduce -73.2% 219,290 $12.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.6% 214,209 $12.2M
State of Wisconsin Investment Board 0.02% Add +29.1% 213,525 $12.1M
Polar Asset Management Partners Inc. 0.29% Add +163.7% 212,868 $12.1M
Birnam Oak Advisors, LP 1.84% Add +35.0% 198,018 $11.2M
Swiss National Bank 0.01% Add +1.4% 196,700 $11.2M
Public Sector Pension Investment Board 0.03% New 178,000 $10.1M
California Public Employees Retirement System 0.01% Add +0.8% 173,148 $9.8M
Citigroup Inc. 0.00% Reduce -52.5% 161,356 $9.2M
Credit Industriel Et Commercial 1.67% Add +3.6% 160,279 $9.1M
Athos Capital Ltd 3.22% Reduce -1.6% 157,592 $8.9M
Prelude Capital Management, LLC 0.62% Reduce -25.8% 149,080 $8.5M
NINE MASTS CAPITAL Ltd 1.10% Add +37.9% 138,521 $7.9M
ProShare Advisors LLC 0.01% Add +3.5% 134,247 $7.6M
Amundi 0.00% Add +1911.2% 132,319 $7.5M
Ameriprise Financial Inc. 0.00% Reduce -6.4% 127,385 $7.2M
T. Rowe Price Associates Inc. 0.00% Add +18.9% 123,541 $7.0M
Gsa Capital Partners LLP 0.42% Add +158.2% 116,439 $6.6M
Magellan Asset Management Ltd 0.15% Add +4.2% 116,027 $6.6M
California State Teachers Retirement System 0.01% Reduce -2.9% 114,211 $6.5M
FMR LLC 0.00% Reduce -73.4% 113,718 $6.5M
Toronto Dominion Bank 0.01% Reduce -30.0% 112,495 $6.4M
Lighthouse Investment Partners, LLC 0.20% Add +363.7% 112,164 $6.4M
Deutsche Bank AG 0.00% Reduce -32.1% 112,141 $6.4M
MetLife Investment Management, LLC 0.03% Add +5.3% 106,960 $6.1M
Retirement Systems of Alabama 0.02% Reduce -14.3% 103,053 $5.9M

"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.

Show all 385 holders