TXNM EnergyTXNM
13F holders, Q1 2025 (March 31)323holders +22
49new positions
31sold out
7famous investors
$53.48avg. 13F price*
At the end of Q1 2025, 323 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 22 from Q4 2024. 49 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($680.6M), Vanguard Group Inc. ($560.9M) and FMR LLC ($359.2M). 7 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Steve Cohen (0.3% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $223.8M |
| Exits | 31 | $267.0M |
All 13F filers, Q4 2024 → Q1 2025: 12,520,011 shares bought and 14,728,247 shares sold, net −2,208,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| BlackRock, Inc. | 0.01% | Reduce -4.4% | 12,726,831 | $680.6M |
| Vanguard Group Inc. | 0.01% | Add +3.6% | 10,487,634 | $560.9M |
| FMR LLC | 0.02% | Add +72.4% | 6,716,890 | $359.2M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Reduce -5.4% | 5,843,927 | $312.5M |
| Alliancebernstein L.P. | 0.07% | Add +41.5% | 3,560,321 | $190.4M |
| State Street Corp. | 0.01% | Add +0.5% | 3,542,838 | $189.5M |
| Fuller & Thaler Asset Management, Inc. | 0.64% | Reduce -20.1% | 3,075,559 | $164.5M |
| Reaves W H & Co. Inc. | 4.12% | Add +3.9% | 3,023,146 | $161.7M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 2,212,084 | $118.3M |
| Point72 Asset Management | 0.31% | Add +16.1% | 1,986,243 | $106.2M |
| Westwood Holdings Group Inc. | 0.75% | Add +14.0% | 1,838,506 | $98.3M |
| Brookfield Corp | 0.13% | New | 1,761,708 | $94.2M |
| Bank of America Corp. | 0.01% | Add +0.1% | 1,586,374 | $84.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.8% | 1,527,120 | $81.7M |
| Franklin Resources Inc. | 0.02% | Reduce -6.3% | 1,516,292 | $81.1M |
| River Road Asset Management, LLC | 1.07% | Reduce -33.8% | 1,467,586 | $78.5M |
| Empyrean Capital Partners, LP | 4.43% | No change | 1,404,554 | $75.1M |
| UBS Group AG | 0.02% | Reduce -46.3% | 1,378,322 | $73.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.4% | 1,301,037 | $69.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.0% | 1,253,768 | $67.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.2% | 1,193,018 | $63.8M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 1,144,884 | $61.2M |
| Victory Capital Management Inc. | 0.06% | Reduce -13.3% | 1,144,094 | $61.2M |
| First Trust Advisors LP | 0.05% | Add +360.9% | 969,856 | $51.9M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Add +22.2% | 962,500 | $51.5M |
| Invesco Ltd. | 0.01% | Add +98.8% | 799,068 | $42.7M |
| GAMCO Investors | 0.45% | Reduce -2.7% | 760,596 | $40.7M |
| Merewether Investment Management, LP | 1.45% | New | 746,700 | $39.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.0% | 733,152 | $39.2M |
| Wellington Management Group LLP | 0.01% | Reduce -43.7% | 732,762 | $39.2M |
| Morgan Stanley | 0.00% | Add +1.7% | 730,169 | $39.0M |
| Hudson Bay Capital Management LP | 0.29% | Add +89.0% | 728,124 | $38.9M |
| Gabelli Funds LLC | 0.25% | Reduce -6.3% | 614,673 | $32.9M |
| Bridgewater Associates | 0.15% | Add +78.1% | 585,026 | $31.3M |
| HITE Hedge Asset Management LLC | 1.79% | New | 537,121 | $28.7M |
| Legal & General Group Plc | 0.01% | Add +2.8% | 504,955 | $27.0M |
| Vennlight Capital Management, LP | 56.20% | Add +66.4% | 495,727 | $26.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 1.50% | Add +17.5% | 479,754 | $25.7M |
| Segall Bryant & Hamill, LLC | 0.39% | Reduce -4.2% | 470,238 | $25.1M |
| Renaissance Technologies | 0.04% | Reduce -3.0% | 448,784 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.4% | 446,114 | $23.9M |
| Millennium Management | 0.02% | Reduce -72.1% | 427,833 | $22.9M |
| California Public Employees Retirement System | 0.02% | Add +4.2% | 416,303 | $22.3M |
| SIR Capital Management, L.P. | 1.93% | Add +18.0% | 412,179 | $22.0M |
| Aberdeen Group plc | 0.04% | Reduce -3.8% | 393,600 | $21.0M |
| Deutsche Bank AG | 0.01% | Reduce -1.9% | 381,406 | $20.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -5.3% | 376,433 | $20.1M |
| Alyeska Investment Group, L.P. | 0.07% | New | 350,000 | $18.7M |
| Nuveen, LLC | 0.01% | — | 325,928 | $17.4M |
| Sagefield Capital LP | 2.05% | Add +44.0% | 317,806 | $17.0M |
| Rhumbline Advisers | 0.02% | Reduce -3.5% | 314,747 | $16.8M |
| Thornburg Investment Management Inc. | 0.22% | Reduce -10.3% | 298,264 | $16.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.4% | 297,350 | $15.9M |
| Sei Investments Co. | 0.02% | Add +57.2% | 296,441 | $15.9M |
| Yaupon Capital Management LP | 1.13% | Reduce -55.1% | 286,974 | $15.3M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Reduce -18.5% | 258,880 | $13.8M |
| Retirement Systems of Alabama | 0.05% | Add +0.0% | 244,285 | $13.1M |
| Neuberger Berman Group LLC | 0.01% | New | 243,204 | $13.0M |
| Loomis Sayles & Co. L P | 0.02% | Add +0.7% | 240,560 | $12.9M |
| Two Sigma Advisers, LP | 0.03% | Reduce -58.4% | 209,500 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Add +0.9% | 209,069 | $11.2M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -62.2% | 182,713 | $9.8M |
| Ausbil Investment Management Ltd | 5.88% | Add +69.6% | 180,156 | $9.6M |
| AQR Capital Management | 0.01% | Add +8.2% | 179,818 | $9.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -84.8% | 172,547 | $9.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | Add +0.8% | 171,652 | $9.2M |
| ProShare Advisors LLC | 0.02% | Reduce -7.5% | 171,507 | $9.2M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 166,000 | $8.9M |
| Verition Fund Management LLC | 0.05% | Add +351.3% | 165,042 | $8.8M |
| Citadel Advisors | 0.01% | Reduce -42.0% | 147,892 | $7.9M |
| Resolution Capital Ltd | 0.15% | Add +17.4% | 145,954 | $7.8M |
| SummitTX Capital, L.P. | 0.34% | — | 145,068 | $7.8M |
| Squarepoint Ops LLC | 0.02% | Add +1459.3% | 143,719 | $7.7M |
| Corebridge Financial, Inc. | 0.04% | Reduce -2.1% | 143,136 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +124.2% | 131,217 | $7.0M |
| Barclays PLC | 0.00% | Reduce -36.2% | 128,830 | $6.9M |
| Aventail Capital Group, LP | 0.33% | No change | 125,560 | $6.7M |
| Kennedy Capital Management LLC | 0.16% | Add +15.2% | 123,729 | $6.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | Add +14.0% | 123,298 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.8% | 107,498 | $5.7M |
| Peregrine Capital Management LLC | 0.18% | Reduce -35.0% | 102,953 | $5.5M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -2.5% | 101,465 | $5.4M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.4% | 101,064 | $5.4M |
| American Century Companies Inc. | 0.00% | New | 94,088 | $5.0M |
| Public Sector Pension Investment Board | 0.02% | No change | 94,000 | $5.0M |
| TD Asset Management Inc | 0.00% | Add +1.8% | 91,580 | $4.9M |
| Panagora Asset Management Inc. | 0.02% | Reduce -36.4% | 91,128 | $4.9M |
| Vestcor Inc | 0.16% | Reduce -4.5% | 90,700 | $4.9M |
| Allianz Asset Management GmbH | 0.01% | Add +753.6% | 90,548 | $4.8M |
| Wexford Capital LP | 1.24% | Reduce -49.4% | 89,505 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 87,539 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -6.9% | 85,894 | $4.6M |
| Guggenheim Capital LLC | 0.04% | Add +55.4% | 84,637 | $4.5M |
| California State Teachers Retirement System | 0.01% | Add +4.6% | 84,141 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -7.9% | 83,596 | $4.5M |
| State of Wisconsin Investment Board | 0.01% | Add +27.9% | 76,051 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 75,943 | $4.1M |
| Lanark Financial, Inc. | 0.34% | — | 75,560 | $4.0M |
| Murchinson Ltd. | 0.71% | No change | 75,000 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -64.5% | 71,964 | $3.8M |
"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.