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 |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 67,175 | $3.6M |
| Walleye Capital LLC | 0.04% | New | 66,346 | $3.5M |
| Comerica Bank | 0.01% | Reduce -1.6% | 64,670 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +12.1% | 63,758 | $3.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 62,286 | $3.3M |
| Magellan Asset Management Ltd | 0.04% | Reduce -1.5% | 57,456 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +230.0% | 57,201 | $3.1M |
| Jane Street Group, LLC | 0.01% | Reduce -25.7% | 55,788 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.8% | 54,072 | $2.9M |
| Macquarie Group Ltd. | 0.00% | Add +21.3% | 53,691 | $2.9M |
| Intech Investment Management LLC | 0.03% | Add +16.0% | 50,390 | $2.7M |
| NEOS Investment Management LLC | 0.05% | New | 49,658 | $2.7M |
| Tema ETFs LLC | 0.77% | New | 48,155 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -39.3% | 47,573 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -2.6% | 46,424 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +55.3% | 44,780 | $2.4M |
| Amalgamated Bank | 0.02% | Reduce -3.5% | 39,916 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 38,421 | $2.1M |
| Cambiar Investors LLC | 0.09% | Reduce -16.4% | 38,275 | $2.0M |
| Boothbay Fund Management, LLC | 0.07% | No change | 37,500 | $2.0M |
| Pinnbrook Capital Management LP | 1.29% | New | 37,351 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.7% | 36,982 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -10.8% | 36,825 | $2.0M |
| First Manhattan Co. Llc. | 0.01% | No change | 36,640 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 31,563 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.8% | 30,996 | $1.7M |
| Vista Investment Partners LLC | 0.49% | Reduce -3.0% | 30,082 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 29,892 | $1.6M |
| Capital Fund Management S.A. | 0.02% | Add +110.4% | 29,253 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 28,689 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 28,090 | $1.5M |
| Van Eck Associates Corp. | 0.00% | Add +4.8% | 28,011 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 27,941 | $1.5M |
| Nomura Holdings Inc. | 0.01% | Add +132.3% | 27,750 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.1% | 26,912 | $1.4M |
| Mariner, LLC | 0.00% | Add +23.8% | 25,471 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.2% | 25,300 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.2% | 24,580 | $1.3M |
| Creative Planning | 0.00% | Add +4.5% | 24,580 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 24,421 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -10.1% | 23,873 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +28.2% | 23,662 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +461.2% | 23,570 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +24.7% | 22,165 | $1.2M |
| US Bancorp \de | 0.00% | Add +8.7% | 22,163 | $1.2M |
| STRS Ohio | 0.00% | Add +272.9% | 22,000 | $1.2M |
| Voloridge Investment Management, LLC | 0.00% | Add +16.7% | 21,846 | $1.2M |
| State of Michigan Retirement System | 0.01% | Add +0.9% | 21,589 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 21,148 | $1.1M |
| XTX Topco Ltd | 0.06% | New | 20,195 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.0% | 20,056 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 19,980 | $1.1M |
| Moody National Bank Trust Division | 0.11% | Add +1.2% | 19,891 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.6% | 19,662 | $1.1M |
| South Dakota Investment Council | 0.02% | Reduce -1.6% | 19,115 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.6% | 18,439 | $986K |
| Bank of Montreal | 0.00% | Reduce -3.4% | 18,365 | $982K |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,500 | $936K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.6% | 16,413 | $878K |
| Nexpoint Asset Management, L.P. | 0.08% | Add +108.3% | 16,350 | $874K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 15,614 | $835K |
| Pacer Advisors, Inc. | 0.00% | Reduce -19.9% | 14,747 | $789K |
| WINTON GROUP Ltd | 0.05% | New | 14,284 | $764K |
| Quadrant Capital Group LLC | 0.03% | Add +229.3% | 14,071 | $753K |
| Landscape Capital Management, L.L.C. | 0.06% | Add +179.4% | 13,534 | $724K |
| Xponance LLC | 0.01% | Add +1.1% | 12,851 | $687K |
| PDT Partners, LLC | 0.05% | New | 12,818 | $686K |
| Teacher Retirement System of Texas | 0.00% | New | 12,527 | $670K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 12,365 | $661K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 12,194 | $652K |
| Jennison Associates LLC | 0.00% | New | 12,049 | $644K |
| Bank & Trust Co | 0.51% | Reduce -4.8% | 11,668 | $624K |
| Diversified Trust Co. | 0.01% | Add +1.1% | 11,104 | $594K |
| Advisors Asset Management, Inc. | 0.01% | Add +33.5% | 10,983 | $587K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.4% | 10,586 | $566K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.6% | 10,565 | $565K |
| Empowered Funds, LLC | 0.01% | Add +9.8% | 10,229 | $547K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -35.9% | 9,751 | $521K |
| Inspire Investing, LLC | 0.06% | Reduce -14.9% | 9,647 | $516K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -15.3% | 9,608 | $514K |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 9,530 | $510K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.7% | 9,367 | $501K |
| Quantinno Capital Management LP | 0.00% | Add +52.3% | 9,286 | $497K |
| Prudential Financial Inc. | 0.00% | Add +1.6% | 9,162 | $490K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 8,935 | $478K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 7,505 | $401K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 7,400 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.8% | 7,285 | $390K |
| Jain Global LLC | 0.01% | Add +64.5% | 6,908 | $369K |
| Securian Asset Management, Inc. | 0.01% | No change | 6,818 | $365K |
| Tyche Wealth Partners LLC | 0.08% | New | 6,775 | $362K |
| Ballentine Partners, LLC | 0.01% | Add +64.0% | 6,752 | $361K |
| Nebula Research & Development LLC | 0.03% | New | 6,730 | $360K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.7% | 6,654 | $356K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -1.5% | 6,542 | $350K |
| IFM Investors Pty Ltd | 0.00% | Reduce -46.4% | 6,364 | $340K |
| Virtu Financial LLC | 0.02% | New | 6,242 | $334K |
| Federated Hermes, Inc. | 0.00% | Add +4.9% | 6,115 | $327K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.1% | 6,100 | $326K |
| United Services Automobile Association | 0.01% | New | 5,779 | $310K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +0.2% | 5,748 | $307K |
| Captrust Financial Advisors | 0.00% | Reduce -8.1% | 5,743 | $307K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.2% | 5,677 | $301K |
| Aster Capital Management (DIFC) Ltd | 0.05% | Add +625.4% | 5,542 | $290K |
| First Eagle Investment Management, LLC | 0.00% | Add +0.9% | 5,387 | $288K |
| Fox Run Management, L.L.C. | 0.04% | New | 5,356 | $286K |
| Cetera Investment Advisers | 0.00% | Add +10.1% | 5,281 | $282K |
| Spirit of America Management Corp. | 0.06% | Add +10.6% | 5,200 | $278K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.2% | 5,161 | $276K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.6% | 5,117 | $274K |
| Baird Financial Group, Inc. | 0.00% | Add +6.0% | 5,095 | $272K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 5,047 | $270K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,000 | $267K |
| M&T Bank Corp | 0.00% | New | 4,845 | $259K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -40.9% | 4,720 | $252K |
| Shell Asset Management Co. | 0.01% | Reduce -4.2% | 4,575 | $245K |
| Connable Office Inc. | 0.03% | Reduce -17.9% | 4,397 | $235K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,340 | $232K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -15.4% | 4,332 | $231K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,251 | $227K |
| Legacy Wealth Asset Management, LLC | 0.06% | Reduce -11.4% | 4,237 | $227K |
| Phillips Wealth Planners LLC | 0.22% | Reduce -18.5% | 4,058 | $210K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,903 | $209K |
| Good Steward Wealth Advisors,LLC | 0.19% | — | 3,882 | $208K |
| GAMMA Investing LLC | 0.02% | Add +19.4% | 3,852 | $206K |
| Evergreen Capital Management LLC | 0.01% | New | 3,840 | $205K |
| HSBC Holdings PLC | 0.00% | Reduce -19.0% | 3,823 | $204K |
| Axq Capital, LP | 0.08% | New | 3,753 | $201K |
| KBC Group NV | 0.00% | Add +1.5% | 3,520 | $188K |
| Signaturefd, LLC | 0.00% | Reduce -0.9% | 2,795 | $149K |
| Cwm, LLC | 0.00% | Reduce -61.5% | 2,394 | $128K |
| Caitong International Asset Management Co., Ltd | 0.08% | New | 2,086 | $112K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,886 | $101K |
| USA Financial Formulas | 0.02% | New | 1,763 | $94K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,728 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.4% | 1,714 | $92K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,615 | $86K |
| Lindbrook Capital, LLC | 0.01% | Add +158.2% | 1,606 | $86K |
| Sterling Capital Management LLC | 0.00% | Reduce -50.7% | 1,573 | $84K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.2% | 1,573 | $84K |
| Trust Co. of Vermont | 0.00% | No change | 1,504 | $80K |
| Blue Trust, Inc. | 0.00% | Add +23.1% | 1,438 | $77K |
| Eastern Bank | 0.00% | Reduce -31.3% | 1,435 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.1% | 1,546 | $76K |
| Allworth Financial LP | 0.00% | Add +4.8% | 1,309 | $70K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 1,278 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -12.7% | 1,214 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Add +226.9% | 1,167 | $62K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.3% | 1,148 | $61K |
| Twin Tree Management, LP | 0.00% | New | 1,092 | $58K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,081 | $58K |
| Optiver Holding B.V. | 0.00% | New | 1,020 | $55K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 1,006 | $54K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 980 | $52K |
| UMB Bank, n.a. | 0.00% | Add +139.5% | 977 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.4% | 805 | $43K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 764 | $41K |
| Fifth Third Bancorp | 0.00% | Reduce -14.2% | 749 | $40K |
| LRI Investments, LLC | 0.00% | Reduce -8.4% | 741 | $40K |
| North Star Investment Management Corp. | 0.00% | No change | 730 | $39K |
| Bessemer Group Inc. | 0.00% | Add +29.5% | 707 | $38K |
| Versant Capital Management, Inc | 0.01% | No change | 658 | $35K |
| SVB Wealth LLC | 0.00% | New | 639 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 485 | $26K |
| Hughes Financial Services, LLC | 0.00% | New | 470 | $25K |
| Hexagon Capital Partners LLC | 0.00% | Add +66.9% | 449 | $24K |
| Fortis Group Advisors, LLC | 0.00% | No change | 400 | $21K |
| Rise Advisors, LLC | 0.01% | Reduce -35.3% | 347 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -99.6% | 345 | $18K |
| Graybill Wealth Management, LTD. | 0.01% | — | 299 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -34.6% | 291 | $16K |
| Private Wealth Management Group, LLC | 0.01% | No change | 280 | $15K |
| Tidemark, LLC | 0.00% | No change | 250 | $13K |
| Brooklyn Investment Group | 0.00% | Add +12.9% | 228 | $12K |
| Covestor Ltd | 0.01% | Add +0.4% | 226 | $12K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 219 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 209 | $11K |
| Manchester Capital Management LLC | 0.00% | Add +57.4% | 203 | $11K |
| Sandy Spring Bank | 0.00% | No change | 199 | $11K |
| Jones Financial Companies LLLP | 0.00% | Add +1.1% | 191 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 150 | $8K |
| Smithfield Trust Co | 0.00% | No change | 150 | $8K |
| Meeder Asset Management Inc. | 0.00% | New | 137 | $7K |
| Rothschild Investment LLC | 0.00% | Add +71.4% | 120 | $6K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 117 | $6K |
| Clearstead Trust, LLC | 0.00% | New | 116 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +20.9% | 110 | $6K |
| Hemington Wealth Management | 0.00% | Add +25.3% | 94 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 85 | $5K |
| WealthCollab, LLC | 0.00% | No change | 76 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 75 | $4K |
| Arax Advisory Partners | 0.00% | New | 71 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.3% | 68 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +86.1% | 67 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 59 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 53 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 50 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Add +290.9% | 43 | $2K |
| Huntington National Bank | 0.00% | Add +437.5% | 43 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -94.6% | 2 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 32 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +181.8% | 31 | $2K |
| MCF Advisors LLC | 0.00% | No change | 30 | $2K |
| Private Trust Co. NA | 0.00% | No change | 30 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 28 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 25 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 20 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 11 | $589 |
| SJS Investment Consulting Inc. | 0.00% | Add +28.6% | 9 | $482 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 8 | $428 |
| Financial Management Professionals, Inc. | 0.00% | No change | 8 | $428 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +75.0% | 7 | $375 |
| AdvisorNet Financial, Inc | 0.00% | No change | 5 | $267 |
| Greenline Partners, LLC | 0.00% | New | 5 | $267 |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $214 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $161 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.0% | 3 | $160 |
| Assetmark, Inc. | 0.00% | No change | 2 | $107 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $107 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $53 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 1 | $53 |
"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.