TXNM EnergyTXNM

13F holders, Q2 2025 (June 30)
351holders +28
85new positions
57sold out
9famous investors
$56.30avg. 13F price*

At the end of Q2 2025, 351 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 28 from Q1 2025. 85 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($701.4M), Vanguard Group Inc. ($561.5M) and Blackstone Inc. ($450.6M). 9 famous investors held it, including Mario Gabelli (0.5% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions85$1.4B
Exits57$323.2M

All 13F filers, Q1 2025 → Q2 2025: 31,810,542 shares bought and 22,216,591 shares sold, net +9,593,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 351 holders

BlackRock, Inc. 0.01% Reduce -2.1% 12,453,896 $701.4M
Vanguard Group Inc. 0.01% Reduce -4.9% 9,969,972 $561.5M
Blackstone Inc. 2.03% New 8,000,000 $450.6M
T. Rowe Price Investment Management, Inc. 0.16% Reduce -24.3% 4,424,589 $249.2M
State Street Corp. 0.01% Add +1.1% 3,581,924 $201.7M
Zimmer Partners, LP 4.59% New 3,615,003 $200.6M
Alliancebernstein L.P. 0.06% Reduce -6.0% 3,347,436 $188.5M
FMR LLC 0.01% Reduce -53.4% 3,131,395 $176.4M
Reaves W H & Co. Inc. 3.21% Reduce -14.9% 2,571,680 $144.8M
Geode Capital Management, LLC 0.01% Add +2.9% 2,275,324 $128.2M
Goldman Sachs Group Inc. 0.02% Add +41.4% 1,839,745 $103.6M
Norges Bank 0.01% New 1,764,099 $99.4M
Adage Capital Partners Gp, L.L.C. 0.17% Add +83.1% 1,762,758 $99.3M
Magnetar Financial LLC 0.47% New 1,650,082 $93.3M
Dimensional Fund Advisors LP 0.02% Add +0.6% 1,536,906 $86.6M
Franklin Resources Inc. 0.02% Add +0.1% 1,517,396 $85.5M
Empyrean Capital Partners, LP 4.23% Add +2.7% 1,442,554 $81.2M
River Road Asset Management, LLC 0.93% Reduce -12.4% 1,285,860 $73.0M
Brookfield Corp 0.09% Reduce -27.8% 1,271,961 $71.6M
Bank of New York Mellon Corp 0.01% Add +2.8% 1,225,977 $69.0M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.9% 1,204,768 $67.9M
Northern Trust Corp. 0.01% Add +2.7% 1,175,962 $66.2M
Pentwater Capital Management LP 0.81% New 1,126,000 $63.4M
UBS Group AG 0.01% Reduce -21.8% 1,077,968 $60.7M
JPMorgan Chase & Co. 0.00% Add +121.6% 988,617 $55.7M
Westwood Holdings Group Inc. 0.41% Reduce -46.3% 986,505 $55.6M
AQR Arbitrage LLC 2.05% New 982,760 $55.3M
Sona Asset Management (us) LLC 3.95% New 925,199 $52.1M
Balyasny Asset Management L.P. 0.12% Add +397.2% 908,507 $51.2M
LMR Partners LLP 1.10% New 857,441 $48.3M
GAMCO Investors 0.45% Add +7.3% 816,230 $46.0M
Fuller & Thaler Asset Management, Inc. 0.17% Reduce -73.7% 808,746 $45.5M
Invesco Ltd. 0.01% Reduce -0.7% 793,543 $44.7M
Morgan Stanley 0.00% Add +6.5% 777,838 $43.8M
Nexpoint Asset Management, L.P. 4.19% Add +4644.4% 775,705 $43.7M
Alyeska Investment Group, L.P. 0.15% Add +120.2% 770,766 $43.4M
Cohen & Steers, Inc. 0.08% New 759,491 $42.8M
First Trust Advisors LP 0.03% Reduce -25.0% 727,364 $41.0M
Gabelli Funds LLC 0.29% Add +17.6% 722,973 $40.7M
Verition Fund Management LLC 0.20% Add +253.6% 583,526 $32.9M
Victory Capital Management Inc. 0.02% Reduce -49.9% 573,532 $32.3M
Legal & General Group Plc 0.01% Add +4.3% 526,815 $29.7M
Alberta Investment Management Corp 0.24% New 500,000 $28.2M
GMO 0.08% New 482,130 $27.2M
Segall Bryant & Hamill, LLC 0.38% Add +2.2% 480,772 $27.1M
Bank of America Corp. 0.00% Reduce -70.8% 462,986 $26.1M
Raymond James Financial Inc. 0.01% Reduce -39.8% 441,167 $24.8M
Squarepoint Ops LLC 0.05% Add +197.9% 428,171 $24.1M
Aberdeen Group plc 0.04% No change 393,600 $22.2M
Hudson Bay Capital Management LP 0.16% Reduce -47.7% 381,003 $21.5M
Millennium Management 0.02% Reduce -11.3% 379,693 $21.4M
Woodline Partners LP 0.11% New 368,000 $20.7M
California Public Employees Retirement System 0.01% Reduce -12.4% 364,639 $20.5M
Neuberger Berman Group LLC 0.02% Add +48.1% 360,288 $20.3M
HSBC Holdings PLC 0.01% Add +9170.9% 354,425 $20.0M
Sand Grove Capital Management LLP 9.62% New 339,204 $19.1M
Governors Lane LP 2.61% New 335,973 $18.9M
Wellington Management Group LLP 0.00% Reduce -55.0% 329,620 $18.6M
Rhumbline Advisers 0.02% Add +4.6% 329,219 $18.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.5% 313,560 $17.7M
Deutsche Bank AG 0.01% Reduce -18.6% 310,520 $17.5M
Qube Research & Technologies Ltd 0.02% New 304,842 $17.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -24.5% 284,258 $16.0M
D. E. Shaw & Co. 0.02% New 282,756 $15.9M
Citigroup Inc. 0.01% Add +227.9% 274,113 $15.4M
Birnam Oak Advisors, LP 4.54% New 269,000 $15.2M
Water Island Capital LLC 2.86% New 262,539 $14.8M
Thornburg Investment Management Inc. 0.19% Reduce -13.5% 258,062 $14.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Add +47.4% 252,944 $14.2M
Retirement Systems of Alabama 0.05% Add +1.4% 247,751 $14.0M
Renaissance Technologies 0.02% Reduce -45.6% 244,284 $13.8M
Loomis Sayles & Co. L P 0.02% Add +1.4% 244,027 $13.7M
WINTON GROUP Ltd 0.67% Add +1536.6% 233,776 $13.2M
Barclays PLC 0.01% Add +77.0% 228,017 $12.8M
Sagefield Capital LP 1.79% Reduce -28.4% 227,604 $12.8M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -12.9% 225,358 $12.7M
Nuveen, LLC 0.00% Reduce -30.9% 225,191 $12.7M
Sei Investments Co. 0.01% Reduce -26.3% 218,392 $12.3M
Principal Financial Group Inc. 0.01% Add +1.7% 212,571 $12.0M
Centiva Capital, LP 0.79% New 211,220 $11.9M
Tudor Investment Corporation 0.09% New 200,000 $11.3M
Alpine Associates Management Inc. 0.59% New 194,800 $11.0M
Susquehanna Portfolio Strategies, LLC 0.23% New 188,584 $10.6M
Polar Asset Management Partners Inc. 0.35% New 185,000 $10.4M
Ameriprise Financial Inc. 0.00% Add +4.9% 180,983 $10.2M
Swiss National Bank 0.01% Add +6.6% 177,000 $10.0M
Bridgewater Associates 0.04% Reduce -70.7% 171,638 $9.7M
Yaupon Capital Management LP 0.56% Reduce -47.7% 150,165 $8.5M
Quarry LP 1.98% New 145,013 $8.2M
New York Life Investment Management LLC 0.08% New 143,632 $8.1M
Susquehanna International Group, LLP 0.01% Add +4.7% 137,340 $7.7M
ProShare Advisors LLC 0.02% Reduce -21.2% 135,087 $7.6M
Ceredex Value Advisors LLC 0.16% New 131,850 $7.4M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +3.4% 127,520 $7.2M
Marshall Wace, LLP 0.01% Add +323.5% 126,600 $7.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 1.07% New 123,836 $7.0M
Kennedy Capital Management LLC 0.16% Reduce -1.3% 122,163 $6.9M
Wells Fargo & Company 0.00% Add +35.1% 116,007 $6.5M
State of Wisconsin Investment Board 0.02% Add +50.1% 114,124 $6.4M
MetLife Investment Management, LLC 0.03% Add +2.5% 103,551 $5.8M

"% 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 351 holders