TXNM EnergyTXNM
13F holders, Q3 2024 (September 30)300holders +18
52new positions
35sold out
7famous investors
$43.76avg. 13F price*
At the end of Q3 2024, 300 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 18 from Q2 2024. 52 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($579.2M), Vanguard Group Inc. ($440.9M) and T. Rowe Price Investment Management, Inc. ($273.6M). 7 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- TXNM Energy Inc.
- CUSIP
- 69349H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $85.5M |
| Exits | 35 | $52.2M |
All 13F filers, Q2 2024 → Q3 2024: 6,985,992 shares bought and 6,308,648 shares sold, net +677,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| BlackRock, Inc. | 0.01% | — | 13,232,019 | $579.2M |
| Vanguard Group Inc. | 0.01% | Add +1.0% | 10,073,883 | $440.9M |
| T. Rowe Price Investment Management, Inc. | 0.17% | Add +18.8% | 6,250,680 | $273.6M |
| Fuller & Thaler Asset Management, Inc. | 0.83% | Add +3.9% | 4,817,780 | $210.9M |
| Zimmer Partners, LP | 2.85% | Reduce -2.8% | 3,477,040 | $152.2M |
| State Street Corp. | 0.01% | Add +0.8% | 3,344,131 | $146.4M |
| River Road Asset Management, LLC | 1.57% | Reduce -5.3% | 2,740,265 | $119.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.5% | 2,153,910 | $94.3M |
| Reaves W H & Co. Inc. | 2.26% | Add +6.7% | 1,890,246 | $82.7M |
| Franklin Resources Inc. | 0.02% | Reduce -0.1% | 1,648,211 | $71.7M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.2% | 1,567,196 | $68.6M |
| Wellington Management Group LLP | 0.01% | Reduce -2.1% | 1,550,279 | $67.9M |
| Bank of America Corp. | 0.01% | Add +87.8% | 1,443,217 | $63.2M |
| Empyrean Capital Partners, LP | 3.82% | No change | 1,404,554 | $61.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.2% | 1,367,021 | $59.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 1,227,901 | $53.7M |
| Point72 Asset Management | 0.19% | Add +20.1% | 1,220,055 | $53.4M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +33.1% | 1,205,811 | $52.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.6% | 1,160,772 | $50.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.9% | 1,157,834 | $50.7M |
| FMR LLC | 0.00% | Add +134.8% | 1,051,377 | $46.0M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 1,039,806 | $45.5M |
| Morgan Stanley | 0.00% | Add +6.3% | 843,043 | $36.9M |
| Victory Capital Management Inc. | 0.04% | Add +15.8% | 830,360 | $36.3M |
| GAMCO Investors | 0.35% | Reduce -4.5% | 782,562 | $34.3M |
| Gabelli Funds LLC | 0.25% | Reduce -27.4% | 767,137 | $33.6M |
| Hudson Bay Capital Management LP | 0.27% | Reduce -43.2% | 766,864 | $33.6M |
| Two Sigma Advisers, LP | 0.07% | Reduce -13.0% | 667,700 | $29.2M |
| JPMorgan Chase & Co. | 0.00% | Add +36.5% | 661,623 | $29.0M |
| Raymond James & Associates | 0.02% | Reduce -1.4% | 639,627 | $28.0M |
| Renaissance Technologies | 0.04% | Reduce -16.3% | 605,900 | $26.5M |
| Shapiro Capital Management LLC | 0.80% | Add +52.4% | 586,410 | $25.7M |
| Millennium Management | 0.02% | Add +102.8% | 505,385 | $22.1M |
| Segall Bryant & Hamill, LLC | 0.30% | Reduce -9.9% | 503,283 | $22.0M |
| Legal & General Group Plc | 0.01% | Reduce -2.1% | 441,515 | $19.3M |
| California Public Employees Retirement System | 0.01% | Reduce -10.8% | 428,980 | $18.8M |
| Two Sigma Investments, LP | 0.04% | Reduce -18.9% | 428,901 | $18.8M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -19.4% | 426,448 | $18.7M |
| Invesco Ltd. | 0.00% | Reduce -9.5% | 412,769 | $18.1M |
| State of Wisconsin Investment Board | 0.04% | Reduce -46.1% | 399,419 | $17.5M |
| SIR Capital Management, L.P. | 1.67% | Reduce -6.3% | 392,065 | $17.2M |
| Beck Bode, LLC | 2.94% | New | 356,336 | $15.6M |
| Alpha Wave Global, LP | 4.64% | No change | 341,037 | $14.9M |
| Thornburg Investment Management Inc. | 0.19% | Add +23.1% | 330,583 | $14.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +205.3% | 325,232 | $14.2M |
| Yaupon Capital Management LP | 0.95% | Add +13.8% | 323,487 | $14.2M |
| Rhumbline Advisers | 0.01% | Reduce -2.7% | 317,672 | $13.9M |
| Prudential Financial Inc. | 0.02% | Reduce -42.9% | 314,640 | $13.8M |
| Chartwell Investment Partners, LLC | 0.46% | Reduce -9.0% | 308,958 | $13.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -4.0% | 306,670 | $13.4M |
| Deutsche Bank AG | 0.01% | Reduce -43.7% | 302,232 | $13.2M |
| Aberdeen Group plc | 0.02% | Add +9.4% | 268,246 | $11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.0% | 252,417 | $11.0M |
| Verition Fund Management LLC | 0.08% | New | 251,152 | $11.0M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.6% | 244,389 | $10.7M |
| Citigroup Inc. | 0.01% | Reduce -15.7% | 239,594 | $10.5M |
| Loomis Sayles & Co. L P | 0.01% | New | 238,800 | $10.5M |
| Sculptor Capital LP | 0.32% | Add +22.5% | 235,645 | $10.3M |
| AQR Capital Management | 0.01% | Reduce -22.6% | 229,107 | $10.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.2% | 216,768 | $9.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -30.6% | 209,912 | $9.2M |
| First Trust Advisors LP | 0.01% | Reduce -2.1% | 206,360 | $9.0M |
| TD Asset Management Inc | 0.01% | Add +3.6% | 199,808 | $8.7M |
| ProShare Advisors LLC | 0.02% | Add +1.7% | 190,002 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.6% | 177,327 | $7.8M |
| Acadian Asset Management LLC | 0.02% | Reduce -65.8% | 177,092 | $7.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Reduce -5.1% | 170,453 | $7.5M |
| DRW Securities, LLC | 0.41% | New | 170,260 | $7.5M |
| Panagora Asset Management Inc. | 0.04% | Add +19.3% | 169,960 | $7.4M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 167,300 | $7.3M |
| Barclays PLC | 0.00% | Add +25.1% | 166,972 | $7.3M |
| Peregrine Capital Management LLC | 0.22% | Reduce -12.7% | 163,766 | $7.2M |
| Ausbil Investment Management Ltd | 2.43% | New | 160,614 | $7.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -33.3% | 159,299 | $7.0M |
| Jefferies Financial Group Inc. | 0.12% | Add +2827.3% | 159,100 | $7.0M |
| Corebridge Financial, Inc. | 0.04% | Reduce -4.6% | 154,448 | $6.8M |
| Callodine Capital Management, LP | 1.37% | New | 149,039 | $6.5M |
| Sagefield Capital LP | 0.59% | Add +6.6% | 123,339 | $5.4M |
| Portolan Capital Management, LLC | 0.37% | New | 115,360 | $5.0M |
| Harbor Capital Advisors, Inc. | 0.22% | Add +135.5% | 114,052 | $5.0M |
| Sei Investments Co. | 0.01% | Add +9.3% | 109,862 | $4.8M |
| Comerica Bank | 0.02% | Add +2.2% | 105,064 | $4.6M |
| UBS Group AG | 0.00% | Add +62.6% | 101,257 | $4.4M |
| Kennedy Capital Management LLC | 0.10% | New | 99,751 | $4.4M |
| Vestcor Inc | 0.13% | No change | 97,186 | $4.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -0.7% | 97,058 | $4.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.72% | Reduce -73.8% | 96,299 | $4.2M |
| Public Sector Pension Investment Board | 0.02% | No change | 94,000 | $4.1M |
| Manning & Napier Advisors LLC | 0.04% | New | 93,510 | $4.1M |
| Quinn Opportunity Partners LLC | 0.40% | Reduce -22.7% | 92,000 | $4.0M |
| Resolution Capital Ltd | 0.07% | Add +119.2% | 91,064 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -66.2% | 90,170 | $3.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.3% | 87,339 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.21% | Reduce -0.9% | 82,890 | $3.6M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 81,374 | $3.6M |
| Agf Management Ltd. | 0.02% | Add +20.4% | 75,912 | $3.3M |
| Murchinson Ltd. | 1.45% | No change | 75,000 | $3.3M |
| Wedge Capital Management L L P | 0.06% | Reduce -15.9% | 74,076 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -25.2% | 72,327 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.8% | 72,079 | $3.2M |
| BTG Pactual Asset Management US LLC | 0.44% | Add +39.8% | 69,308 | $3.0M |
| Wexford Capital LP | 0.71% | Add +512.1% | 67,328 | $2.9M |
| Magellan Asset Management Ltd | 0.03% | Reduce -1.2% | 67,201 | $2.9M |
| Holocene Advisors, LP | 0.01% | Add +23.3% | 63,779 | $2.8M |
| Edgestream Partners, L.P. | 0.11% | Reduce -26.2% | 59,040 | $2.6M |
| Lanark Financial, Inc. | 0.21% | Reduce -0.4% | 57,699 | $2.5M |
| BCK Capital Management LP | 1.46% | Reduce -57.1% | 55,701 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 54,286 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +7.8% | 52,135 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +12.2% | 49,302 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -5.3% | 48,892 | $2.1M |
| Intech Investment Management LLC | 0.02% | Add +133.4% | 48,563 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.0% | 48,368 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -78.9% | 45,398 | $2.0M |
| Macquarie Group Ltd. | 0.00% | Reduce -12.5% | 45,351 | $2.0M |
| Bridgewater Associates | 0.01% | Reduce -31.6% | 45,307 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +9.4% | 44,032 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 42,691 | $1.9M |
| MIRIA Asset Management Ltd | 7.13% | Reduce -59.2% | 41,850 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -5.2% | 41,377 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 41,358 | $1.8M |
| Boothbay Fund Management, LLC | 0.05% | Reduce -5.0% | 37,500 | $1.6M |
| First Manhattan Co. Llc. | 0.00% | Reduce -9.8% | 36,640 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Add +0.7% | 35,721 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Reduce -15.4% | 34,214 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.9% | 33,116 | $1.4M |
| Man Group plc | 0.00% | New | 32,438 | $1.4M |
| Vista Investment Partners LLC | 0.45% | Reduce -3.9% | 31,925 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.5% | 31,483 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -7.0% | 31,366 | $1.4M |
| Guggenheim Capital LLC | 0.01% | New | 30,312 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 29,319 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 28,882 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -3.4% | 28,833 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.13% | Reduce -45.8% | 28,712 | $1.3M |
| Pacer Advisors, Inc. | 0.00% | Add +14.6% | 28,464 | $1.2M |
| HSBC Holdings PLC | 0.00% | New | 28,328 | $1.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -26.0% | 27,941 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +0.6% | 27,681 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +7.3% | 24,748 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.6% | 25,100 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +30.9% | 24,793 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 24,674 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 24,421 | $1.1M |
| Creative Planning | 0.00% | Reduce -6.7% | 22,138 | $969K |
| State of Michigan Retirement System | 0.00% | Reduce -0.9% | 21,489 | $941K |
| US Bancorp \de | 0.00% | Add +1.3% | 20,382 | $892K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.3% | 20,070 | $878K |
| Moody National Bank Trust Division | 0.09% | Add +16.0% | 19,652 | $860K |
| South Dakota Investment Council | 0.02% | No change | 19,415 | $850K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.5% | 18,439 | $807K |
| Bank of Montreal | 0.00% | Reduce -91.6% | 17,879 | $778K |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,500 | $766K |
| Inspire Investing, LLC | 0.08% | Add +79.0% | 16,896 | $740K |
| WINTON GROUP Ltd | 0.05% | New | 16,882 | $739K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,662 | $729K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 15,614 | $683K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -5.1% | 15,343 | $672K |
| Mariner, LLC | 0.00% | Add +11.7% | 14,436 | $632K |
| Systematic Financial Management LP | 0.02% | New | 14,403 | $630K |
| Bank & Trust Co | 0.47% | No change | 13,207 | $578K |
| Seven Eight Capital, LP | 0.05% | New | 12,912 | $565K |
| Sterling Capital Management LLC | 0.01% | — | 12,839 | $562K |
| Savant Capital, LLC | 0.00% | Add +6.5% | 12,549 | $549K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 12,362 | $541K |
| Xponance LLC | 0.01% | Add +0.3% | 12,227 | $535K |
| Dark Forest Capital Management LP | 0.07% | New | 12,145 | $532K |
| IFM Investors Pty Ltd | 0.01% | Reduce -5.3% | 11,883 | $520K |
| Squarepoint Ops LLC | 0.00% | Reduce -71.6% | 11,550 | $506K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.7% | 11,055 | $484K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 10,516 | $460K |
| State of Alaska, Department of Revenue | 0.00% | Add +7.2% | 10,515 | $460K |
| SCP Investment, LP | 0.32% | New | 10,000 | $438K |
| Diversified Trust Co. | 0.01% | Add +0.9% | 9,900 | $433K |
| Nexpoint Asset Management, L.P. | 0.05% | No change | 9,742 | $426K |
| Bridgefront Capital, LLC | 0.16% | New | 9,709 | $425K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 9,404 | $412K |
| Bank of Nova Scotia | 0.00% | Reduce -1.2% | 9,389 | $411K |
| Raymond James Trust N.A. | 0.01% | Add +2.8% | 9,206 | $403K |
| Greenland Capital Management LP | 0.07% | Reduce -38.5% | 9,000 | $394K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,114 | $355K |
| HRT Financial LP | 0.00% | New | 7,938 | $347K |
| Brevan Howard Capital Management LP | 0.02% | New | 7,851 | $344K |
| Cresset Asset Management, LLC | 0.00% | Add +2.4% | 7,754 | $339K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.8% | 7,326 | $321K |
| LPL Financial LLC | 0.00% | Add +2.2% | 7,296 | $319K |
| Inspire Advisors, LLC | 0.04% | Add +2.5% | 7,280 | $319K |
| Pinnacle Associates Ltd. | 0.01% | New | 7,600 | $316K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.2% | 7,034 | $308K |
| Pathstone Holdings, LLC | 0.00% | Add +13.4% | 6,877 | $301K |
| Connable Office Inc. | 0.03% | Add +4.1% | 6,773 | $296K |
| Meeder Advisory Services, Inc. | 0.02% | Add +17.2% | 6,734 | $295K |
| nVerses Capital, LLC | 0.13% | New | 6,400 | $280K |
| Mackenzie Financial Corp. | 0.00% | Add +11.3% | 6,108 | $267K |
| Captrust Financial Advisors | 0.00% | New | 6,088 | $266K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 5,974 | $261K |
| Advisors Asset Management, Inc. | 0.00% | New | 5,943 | $260K |
| Baird Financial Group, Inc. | 0.00% | No change | 5,807 | $254K |
| Centiva Capital, LP | 0.01% | New | 5,804 | $254K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.9% | 5,690 | $254K |
| Federated Hermes, Inc. | 0.00% | Add +2.4% | 5,790 | $253K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.3% | 5,726 | $251K |
| Quantinno Capital Management LP | 0.00% | New | 5,694 | $249K |
| Commonwealth Equity Services, LLC | 0.00% | New | 5,619 | $246K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,005 | $244K |
| Cwm, LLC | 0.00% | Add +3.9% | 5,430 | $238K |
| Susquehanna International Group, LLP | 0.00% | New | 5,274 | $231K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 5,222 | $229K |
| STRS Ohio | 0.00% | Add +30.0% | 5,200 | $228K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 5,118 | $224K |
| Phillips Wealth Planners LLC | 0.21% | New | 4,984 | $218K |
| SG Americas Securities, LLC | 0.00% | Reduce -75.9% | 4,869 | $213K |
| Shell Asset Management Co. | 0.01% | — | 4,773 | $209K |
| Legacy Wealth Asset Management, LLC | 0.06% | New | 4,773 | $209K |
| First Trust Investment Solutions L.P. | 0.02% | New | 4,670 | $204K |
| Virtus Advisers, LLC | 0.09% | Reduce -8.3% | 4,486 | $196K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,251 | $186K |
| Quadrant Capital Group LLC | 0.01% | Reduce -12.8% | 3,947 | $173K |
| First Eagle Investment Management, LLC | 0.00% | Add +1.3% | 3,582 | $157K |
| Osaic Holdings, Inc. | 0.00% | Add +8.4% | 2,948 | $129K |
| KBC Group NV | 0.00% | Add +26.5% | 2,829 | $124K |
| Signaturefd, LLC | 0.00% | Reduce -14.9% | 2,783 | $122K |
| GAMMA Investing LLC | 0.01% | Add +76.8% | 2,482 | $109K |
| Spirit of America Management Corp. | 0.02% | Add +360.0% | 2,300 | $101K |
| Eastern Bank | 0.00% | New | 2,090 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.5% | 1,901 | $83K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 1,886 | $83K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.0% | 1,871 | $82K |
| Kepos Capital LP | 0.04% | Add +7.8% | 1,855 | $81K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,758 | $77K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,728 | $76K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -76.8% | 1,529 | $67K |
| Trust Co. of Vermont | 0.00% | Add +0.3% | 1,504 | $66K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,365 | $60K |
| Allworth Financial LP | 0.00% | Add +0.5% | 1,242 | $54K |
| IFP Advisors, Inc | 0.00% | Reduce -10.0% | 1,125 | $49K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,081 | $47K |
| Millburn Ridgefield LLC | 0.00% | Reduce -19.4% | 1,004 | $44K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -19.4% | 1,004 | $44K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 980 | $43K |
| Blue Trust, Inc. | 0.00% | Add +125.0% | 1,091 | $40K |
| LRI Investments, LLC | 0.00% | Reduce -2.5% | 827 | $38K |
| Fifth Third Bancorp | 0.00% | Add +4.4% | 858 | $38K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.5% | 818 | $36K |
| Financial Gravity Companies, Inc. | 0.01% | — | 764 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 675 | $30K |
| Lindbrook Capital, LLC | 0.00% | Reduce -3.6% | 622 | $27K |
| Cohen & Steers, Inc. | 0.00% | No change | 614 | $27K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 531 | $23K |
| Motco | 0.00% | No change | 500 | $22K |
| Bessemer Group Inc. | 0.00% | Add +18.8% | 449 | $20K |
| Fortis Group Advisors, LLC | 0.00% | No change | 400 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.6% | 389 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +141.7% | 348 | $15K |
| Catalyst Funds Management Pty Ltd | 0.00% | New | 300 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.7% | 291 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 280 | $12K |
| Versant Capital Management, Inc | 0.00% | Add +7.8% | 263 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.8% | 263 | $12K |
| Tidemark, LLC | 0.00% | No change | 250 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 242 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -10.4% | 233 | $10K |
| Covestor Ltd | 0.01% | Reduce -0.9% | 230 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | Add +38.0% | 207 | $9K |
| Principal Securities, Inc. | 0.00% | New | 200 | $9K |
| Sandy Spring Bank | 0.00% | No change | 199 | $9K |
| Hexagon Capital Partners LLC | 0.00% | Add +17.6% | 194 | $8K |
| Smithfield Trust Co | 0.00% | No change | 150 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 129 | $6K |
| Elequin Capital, LP | 0.01% | New | 127 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 102 | $4K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 100 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +384.2% | 92 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 91 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | New | 85 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | New | 85 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 79 | $3K |
| WealthCollab, LLC | 0.00% | No change | 76 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -83.1% | 61 | $3K |
| Rothschild Investment LLC | 0.00% | Add +150.0% | 50 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +17.1% | 48 | $2K |
| Hemington Wealth Management | 0.00% | New | 64 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 43 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 36 | $2K |
| MCF Advisors LLC | 0.00% | No change | 30 | $1K |
| Private Trust Co. NA | 0.00% | No change | 30 | $1K |
| International Assets Investment Management, LLC | 0.00% | No change | 26 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 25 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -98.2% | 18 | $788 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -66.0% | 16 | $700 |
| Global Retirement Partners, LLC | 0.00% | No change | 16 | $700 |
| JFS Wealth Advisors, LLC | 0.00% | New | 13 | $570 |
| Harbour Investments, Inc. | 0.00% | No change | 13 | $555 |
| Huntington National Bank | 0.00% | No change | 8 | $350 |
| SJS Investment Consulting Inc. | 0.00% | New | 4 | $176 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 4 | $176 |
| Assetmark, Inc. | 0.00% | Reduce -77.8% | 2 | $88 |
| TFC Financial Management, Inc. | 0.00% | New | 2 | $88 |
| Financial Management Professionals, Inc. | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.