TXNM EnergyTXNM
13F holders, Q4 2024 (December 31)301holders +1
32new positions
36sold out
7famous investors
$49.17avg. 13F price*
At the end of Q4 2024, 301 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 1 from Q3 2024. 32 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($654.6M), Vanguard Group Inc. ($497.9M) and T. Rowe Price Investment Management, Inc. ($303.7M). 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 Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- TXNM Energy Inc.
- CUSIP
- 69349H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $130.9M |
| Exits | 36 | $82.8M |
All 13F filers, Q3 2024 → Q4 2024: 17,307,959 shares bought and 7,818,173 shares sold, net +9,489,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| BlackRock, Inc. | 0.01% | Add +0.6% | 13,312,794 | $654.6M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 10,125,689 | $497.9M |
| T. Rowe Price Investment Management, Inc. | 0.19% | Reduce -1.2% | 6,177,409 | $303.7M |
| FMR LLC | 0.01% | Add +270.6% | 3,896,557 | $191.6M |
| Fuller & Thaler Asset Management, Inc. | 0.72% | Reduce -20.1% | 3,847,266 | $189.2M |
| State Street Corp. | 0.01% | Add +5.4% | 3,525,037 | $173.3M |
| Zimmer Partners, LP | 2.88% | Reduce -3.0% | 3,372,304 | $165.8M |
| Reaves W H & Co. Inc. | 3.77% | Add +53.9% | 2,908,905 | $143.0M |
| UBS Group AG | 0.03% | Add +2433.2% | 2,565,019 | $126.1M |
| Alliancebernstein L.P. | 0.04% | Add +1319.5% | 2,517,062 | $123.8M |
| River Road Asset Management, LLC | 1.45% | Reduce -19.1% | 2,216,657 | $109.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.7% | 2,137,983 | $105.1M |
| Point72 Asset Management | 0.24% | Add +40.2% | 1,710,190 | $84.1M |
| Franklin Resources Inc. | 0.02% | Reduce -1.9% | 1,617,331 | $79.5M |
| Westwood Holdings Group Inc. | 0.62% | New | 1,612,120 | $79.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.3% | 1,603,809 | $78.9M |
| Bank of America Corp. | 0.01% | Add +9.8% | 1,584,768 | $77.9M |
| Millennium Management | 0.07% | Add +203.5% | 1,533,662 | $75.4M |
| Bank of New York Mellon Corp | 0.01% | Add +8.0% | 1,475,959 | $72.6M |
| Empyrean Capital Partners, LP | 3.88% | No change | 1,404,554 | $69.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.3% | 1,346,784 | $66.2M |
| Victory Capital Management Inc. | 0.06% | Add +58.9% | 1,319,040 | $64.9M |
| Wellington Management Group LLP | 0.01% | Reduce -16.0% | 1,302,548 | $64.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 1,266,304 | $62.3M |
| Northern Trust Corp. | 0.01% | Add +11.7% | 1,161,171 | $57.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.5% | 1,131,414 | $55.6M |
| Raymond James Financial Inc. | 0.02% | — | 893,617 | $43.9M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -34.7% | 787,500 | $38.7M |
| GAMCO Investors | 0.40% | Reduce -0.1% | 781,418 | $38.4M |
| Morgan Stanley | 0.00% | Reduce -14.9% | 717,793 | $35.3M |
| Gabelli Funds LLC | 0.25% | Reduce -14.4% | 656,295 | $32.3M |
| Cohen & Steers, Inc. | 0.06% | Add +106133.9% | 652,276 | $32.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 650,235 | $32.0M |
| Yaupon Capital Management LP | 1.99% | Add +97.6% | 639,345 | $31.4M |
| Two Sigma Advisers, LP | 0.06% | Reduce -24.6% | 503,600 | $24.8M |
| Legal & General Group Plc | 0.01% | Add +11.3% | 491,429 | $24.2M |
| Segall Bryant & Hamill, LLC | 0.33% | Reduce -2.5% | 490,577 | $24.1M |
| Balyasny Asset Management L.P. | 0.06% | Add +13.3% | 483,390 | $23.8M |
| Renaissance Technologies | 0.03% | Reduce -23.6% | 462,684 | $22.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.16% | Add +392.5% | 408,240 | $20.1M |
| Aberdeen Group plc | 0.04% | Add +52.6% | 409,300 | $20.0M |
| Invesco Ltd. | 0.00% | Reduce -2.6% | 402,031 | $19.8M |
| California Public Employees Retirement System | 0.01% | Reduce -6.9% | 399,519 | $19.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +22.2% | 397,475 | $19.5M |
| Deutsche Bank AG | 0.01% | Add +28.7% | 388,948 | $19.1M |
| Hudson Bay Capital Management LP | 0.14% | Reduce -49.8% | 385,259 | $18.9M |
| SIR Capital Management, L.P. | 1.77% | Reduce -10.9% | 349,221 | $17.2M |
| Thornburg Investment Management Inc. | 0.22% | Add +0.6% | 332,398 | $16.3M |
| Bridgewater Associates | 0.07% | Add +625.0% | 328,454 | $16.2M |
| Rhumbline Advisers | 0.01% | Add +2.7% | 326,306 | $16.0M |
| Covalis Capital LLP | 2.32% | New | 323,378 | $15.9M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +3.5% | 317,550 | $15.6M |
| Vennlight Capital Management, LP | 13.91% | — | 297,968 | $14.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.8% | 264,574 | $13.0M |
| Citadel Advisors | 0.01% | Add +461.5% | 254,897 | $12.5M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.1% | 244,176 | $12.0M |
| DRW Securities, LLC | 0.81% | Add +43.0% | 243,460 | $12.0M |
| Loomis Sayles & Co. L P | 0.01% | No change | 238,800 | $11.7M |
| Sagefield Capital LP | 1.18% | Add +79.0% | 220,712 | $10.9M |
| Shapiro Capital Management LLC | 0.36% | Reduce -62.8% | 218,210 | $10.7M |
| Nuveen Asset Management, LLC | 0.00% | No change | 216,768 | $10.7M |
| First Trust Advisors LP | 0.01% | Add +2.0% | 210,420 | $10.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 207,114 | $10.2M |
| Two Sigma Investments, LP | 0.02% | Reduce -52.7% | 202,842 | $10.0M |
| Barclays PLC | 0.00% | Add +20.9% | 201,881 | $9.9M |
| Sei Investments Co. | 0.01% | Add +71.6% | 188,525 | $9.3M |
| ProShare Advisors LLC | 0.02% | Reduce -2.4% | 185,461 | $9.1M |
| Crestline Management, L.P. | 0.31% | New | 179,861 | $8.8M |
| Wexford Capital LP | 2.23% | Add +162.7% | 176,872 | $8.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Reduce -0.1% | 170,204 | $8.4M |
| Swiss National Bank | 0.01% | Add +0.7% | 168,500 | $8.3M |
| AQR Capital Management | 0.01% | Reduce -27.5% | 166,136 | $8.2M |
| Peregrine Capital Management LLC | 0.23% | Reduce -3.2% | 158,486 | $7.8M |
| Corebridge Financial, Inc. | 0.04% | Reduce -5.3% | 146,204 | $7.2M |
| Panagora Asset Management Inc. | 0.03% | Reduce -15.7% | 143,346 | $7.0M |
| Aventail Capital Group, LP | 0.32% | New | 125,560 | $6.2M |
| Callodine Capital Management, LP | 1.27% | Reduce -15.8% | 125,495 | $6.2M |
| Resolution Capital Ltd | 0.11% | Add +36.5% | 124,333 | $6.1M |
| Van Lanschot Kempen Investment Management N.V. | 0.05% | New | 108,152 | $5.3M |
| Kennedy Capital Management LLC | 0.12% | Add +7.7% | 107,431 | $5.3M |
| Ausbil Investment Management Ltd | 3.13% | Reduce -33.9% | 106,232 | $5.2M |
| Great Lakes Advisors, LLC | 0.04% | New | 104,107 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.7% | 103,581 | $5.1M |
| MetLife Investment Management, LLC | 0.03% | Add +6.7% | 103,560 | $5.1M |
| Vestcor Inc | 0.15% | Reduce -2.2% | 95,016 | $4.7M |
| Public Sector Pension Investment Board | 0.02% | No change | 94,000 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +27.6% | 92,268 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -62.1% | 90,775 | $4.5M |
| TD Asset Management Inc | 0.00% | Reduce -55.0% | 89,974 | $4.4M |
| New York State Teachers Retirement System | 0.01% | No change | 87,339 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +88.3% | 82,911 | $4.1M |
| Harbor Capital Advisors, Inc. | 0.17% | Reduce -28.6% | 81,378 | $4.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 80,453 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +4092.0% | 78,432 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -16.7% | 75,083 | $3.7M |
| Murchinson Ltd. | 1.76% | No change | 75,000 | $3.7M |
| Manning & Napier Advisors LLC | 0.04% | Reduce -19.8% | 75,000 | $3.7M |
| Comerica Bank | 0.01% | Reduce -37.4% | 65,751 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.3% | 62,595 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Reduce -85.1% | 59,457 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +1009.6% | 58,520 | $2.9M |
| Magellan Asset Management Ltd | 0.03% | Reduce -13.2% | 58,311 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +15.4% | 56,901 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +9.0% | 56,811 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Add +79.7% | 54,478 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.5% | 47,648 | $2.3M |
| Cambiar Investors LLC | 0.09% | New | 45,781 | $2.3M |
| Macquarie Group Ltd. | 0.00% | Reduce -2.4% | 44,274 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.3% | 43,851 | $2.2M |
| Intech Investment Management LLC | 0.02% | Reduce -10.5% | 43,447 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -0.9% | 42,289 | $2.1M |
| Amalgamated Bank | 0.02% | No change | 41,377 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +31.7% | 41,306 | $2.0M |
| Holocene Advisors, LP | 0.01% | Reduce -35.3% | 41,281 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Add +7.6% | 38,421 | $1.9M |
| Boothbay Fund Management, LLC | 0.06% | No change | 37,500 | $1.8M |
| First Manhattan Co. Llc. | 0.01% | No change | 36,640 | $1.8M |
| Verition Fund Management LLC | 0.01% | Reduce -85.4% | 36,571 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.6% | 31,578 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.3% | 31,563 | $1.6M |
| Vista Investment Partners LLC | 0.48% | Reduce -2.8% | 31,019 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 28,838 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.1% | 28,689 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 28,090 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 27,941 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.7% | 27,487 | $1.4M |
| Van Eck Associates Corp. | 0.00% | Add +8.1% | 26,742 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -7.9% | 26,568 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.4% | 25,000 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 24,869 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 24,421 | $1.2M |
| Creative Planning | 0.00% | Add +6.3% | 23,532 | $1.2M |
| BTG Pactual Asset Management US LLC | 0.14% | Reduce -67.5% | 22,538 | $1.1M |
| State of Michigan Retirement System | 0.01% | Reduce -0.5% | 21,389 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -86.7% | 21,223 | $1.0M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.18% | Reduce -78.2% | 20,999 | $1.0M |
| Mariner, LLC | 0.00% | Add +42.6% | 20,582 | $1.0M |
| US Bancorp \de | 0.00% | Add +0.0% | 20,391 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.1% | 20,047 | $986K |
| Quinn Opportunity Partners LLC | 0.07% | Reduce -78.3% | 19,950 | $981K |
| Moody National Bank Trust Division | 0.10% | No change | 19,652 | $966K |
| South Dakota Investment Council | 0.02% | No change | 19,415 | $955K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 19,169 | $943K |
| Bank of Montreal | 0.00% | Add +6.3% | 19,008 | $935K |
| Voloridge Investment Management, LLC | 0.00% | New | 18,721 | $921K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.8% | 18,462 | $908K |
| Pacer Advisors, Inc. | 0.00% | Reduce -35.3% | 18,419 | $906K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.5% | 18,339 | $902K |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.3% | 17,778 | $874K |
| Massar Capital Management, LP | 0.99% | — | 17,717 | $871K |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,500 | $860K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 17,381 | $855K |
| Pathstone Holdings, LLC | 0.00% | Add +152.1% | 17,334 | $852K |
| SG Americas Securities, LLC | 0.00% | Add +224.5% | 15,801 | $777K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 15,614 | $768K |
| Dynamic Technology Lab Private Ltd | 0.12% | Reduce -47.0% | 15,210 | $748K |
| Capital Fund Management S.A. | 0.01% | New | 13,901 | $684K |
| Savant Capital, LLC | 0.00% | Add +1.8% | 12,773 | $628K |
| Xponance LLC | 0.01% | Add +4.0% | 12,711 | $625K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Add +0.0% | 12,365 | $608K |
| Bank & Trust Co | 0.51% | Reduce -7.2% | 12,262 | $603K |
| Nomura Holdings Inc. | 0.00% | New | 11,946 | $587K |
| IFM Investors Pty Ltd | 0.01% | No change | 11,883 | $584K |
| Inspire Investing, LLC | 0.06% | Reduce -32.9% | 11,339 | $558K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.6% | 11,338 | $557K |
| Diversified Trust Co. | 0.01% | Add +11.0% | 10,988 | $540K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 10,841 | $533K |
| Osaic Holdings, Inc. | 0.00% | Add +263.8% | 10,725 | $527K |
| Allianz Asset Management GmbH | 0.00% | New | 10,608 | $522K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.1% | 10,295 | $506K |
| Greenland Capital Management LP | 0.10% | Add +11.1% | 10,000 | $492K |
| Pictet Asset Management Holding SA | 0.00% | Add +21.4% | 9,853 | $484K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.4% | 9,822 | $483K |
| LPL Financial LLC | 0.00% | Add +30.9% | 9,550 | $470K |
| Empowered Funds, LLC | 0.01% | New | 9,313 | $458K |
| Squarepoint Ops LLC | 0.00% | Reduce -20.2% | 9,217 | $453K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.6% | 8,833 | $434K |
| Prudential Financial Inc. | 0.00% | Reduce -97.1% | 9,014 | $417K |
| Cibc World Markets Corp. | 0.00% | New | 8,426 | $414K |
| Advisors Asset Management, Inc. | 0.01% | Add +38.5% | 8,228 | $405K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +320.0% | 7,984 | $393K |
| Nexpoint Asset Management, L.P. | 0.05% | Reduce -19.4% | 7,850 | $386K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.1% | 6,818 | $335K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -1.4% | 6,642 | $327K |
| Freestone Grove Partners LP | 0.00% | — | 6,556 | $322K |
| Captrust Financial Advisors | 0.00% | Add +2.6% | 6,247 | $307K |
| Cwm, LLC | 0.00% | Add +14.4% | 6,212 | $305K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -22.1% | 6,114 | $301K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.1% | 6,103 | $300K |
| Quantinno Capital Management LP | 0.00% | Add +7.1% | 6,099 | $300K |
| STRS Ohio | 0.00% | Add +13.5% | 5,900 | $290K |
| Federated Hermes, Inc. | 0.00% | Add +0.7% | 5,830 | $287K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +0.2% | 5,737 | $282K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 5,607 | $276K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.1% | 5,687 | $269K |
| Connable Office Inc. | 0.03% | Reduce -21.0% | 5,353 | $263K |
| First Eagle Investment Management, LLC | 0.00% | Add +49.1% | 5,341 | $263K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 5,260 | $259K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 5,222 | $257K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.2% | 5,263 | $255K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,118 | $251K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -54.0% | 4,843 | $238K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.2% | 4,808 | $236K |
| Cetera Investment Advisers | 0.00% | New | 4,795 | $236K |
| Legacy Wealth Asset Management, LLC | 0.06% | Add +0.3% | 4,785 | $235K |
| Shell Asset Management Co. | 0.01% | No change | 4,773 | $235K |
| HSBC Holdings PLC | 0.00% | Reduce -83.3% | 4,718 | $232K |
| Phillips Wealth Planners LLC | 0.23% | Reduce -0.1% | 4,978 | $231K |
| Spirit of America Management Corp. | 0.05% | Add +104.3% | 4,700 | $231K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 4,599 | $226K |
| Praxis Investment Management Inc. | 0.01% | New | 4,340 | $213K |
| Blair William & Co. | 0.00% | New | 4,290 | $211K |
| Quadrant Capital Group LLC | 0.01% | Add +8.3% | 4,273 | $210K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,251 | $209K |
| Jain Global LLC | 0.01% | — | 4,200 | $207K |
| Susquehanna Fundamental Investments, LLC | 0.00% | — | 4,200 | $207K |
| Ballentine Partners, LLC | 0.00% | New | 4,117 | $202K |
| Virtus Advisers, LLC | 0.08% | Reduce -8.3% | 4,114 | $202K |
| Profund Advisors LLC | 0.01% | New | 4,091 | $201K |
| KBC Group NV | 0.00% | Add +22.6% | 3,467 | $170K |
| GAMMA Investing LLC | 0.01% | Add +30.0% | 3,227 | $159K |
| Sterling Capital Management LLC | 0.00% | Reduce -75.1% | 3,193 | $157K |
| Signaturefd, LLC | 0.00% | Add +1.3% | 2,820 | $139K |
| Eastern Bank | 0.00% | No change | 2,090 | $103K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,886 | $93K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,728 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,758 | $83K |
| Trust Co. of Vermont | 0.00% | No change | 1,504 | $74K |
| Parallel Advisors, LLC | 0.00% | Add +83.0% | 1,497 | $74K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.2% | 1,495 | $74K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +110.8% | 1,423 | $70K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.8% | 1,390 | $68K |
| IFP Advisors, Inc | 0.00% | Add +12.5% | 1,266 | $63K |
| Allworth Financial LP | 0.00% | Add +0.6% | 1,249 | $59K |
| Blue Trust, Inc. | 0.00% | Add +7.1% | 1,168 | $57K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,081 | $53K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 980 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +268.4% | 969 | $48K |
| Fifth Third Bancorp | 0.00% | Add +1.8% | 873 | $43K |
| LRI Investments, LLC | 0.00% | Reduce -2.2% | 809 | $40K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 764 | $38K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 764 | $38K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -23.9% | 764 | $38K |
| North Star Investment Management Corp. | 0.00% | New | 730 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +109.5% | 729 | $36K |
| Versant Capital Management, Inc | 0.01% | Add +150.2% | 658 | $32K |
| Lindbrook Capital, LLC | 0.00% | No change | 622 | $31K |
| Bessemer Group Inc. | 0.00% | Add +21.6% | 546 | $27K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 536 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +52.9% | 445 | $22K |
| Elequin Capital, LP | 0.00% | Add +235.4% | 426 | $21K |
| UMB Bank, n.a. | 0.00% | Add +568.9% | 408 | $20K |
| Fortis Group Advisors, LLC | 0.00% | No change | 400 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.2% | 357 | $18K |
| Private Wealth Management Group, LLC | 0.01% | No change | 280 | $14K |
| Hexagon Capital Partners LLC | 0.00% | Add +38.7% | 269 | $13K |
| Avior Wealth Management, LLC | 0.00% | New | 258 | $13K |
| Tidemark, LLC | 0.00% | No change | 250 | $12K |
| Covestor Ltd | 0.01% | Reduce -2.2% | 225 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 219 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -10.3% | 209 | $10K |
| Brooklyn Investment Group | 0.00% | New | 202 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $10K |
| Sandy Spring Bank | 0.00% | No change | 199 | $10K |
| Jones Financial Companies LLLP | 0.00% | Reduce -21.9% | 189 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -27.5% | 150 | $7K |
| Smithfield Trust Co | 0.00% | No change | 150 | $7K |
| Manchester Capital Management LLC | 0.00% | No change | 129 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 117 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 85 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 91 | $4K |
| WealthCollab, LLC | 0.00% | No change | 76 | $4K |
| Lanark Financial, Inc. | 0.33% | — | 73 | $4K |
| Rothschild Investment LLC | 0.00% | Add +40.0% | 70 | $3K |
| Hemington Wealth Management | 0.00% | Add +17.2% | 75 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +25.0% | 60 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 53 | $3K |
| Heritage Wealth Advisors | 0.00% | New | 50 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 43 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 37 | $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 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 25 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +84.6% | 24 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 16 | $754 |
| Global Retirement Partners, LLC | 0.00% | Reduce -18.8% | 13 | $639 |
| Continuum Advisory, LLC | 0.00% | New | 11 | $541 |
| First Horizon Advisors, Inc. | 0.00% | New | 11 | $540 |
| WPG Advisers, LLC | 0.00% | — | 8 | $393 |
| Huntington National Bank | 0.00% | No change | 8 | $393 |
| Financial Management Professionals, Inc. | 0.00% | No change | 8 | $393 |
| SJS Investment Consulting Inc. | 0.00% | Add +75.0% | 7 | $345 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -94.6% | 5 | $246 |
| SBI Securities Co., Ltd. | 0.00% | — | 4 | $197 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $197 |
| Golden State Wealth Management, LLC | 0.00% | — | 2 | $109 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $99 |
| Assetmark, Inc. | 0.00% | No change | 2 | $98 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $98 |
"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.