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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $1.4B |
| Exits | 57 | $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 |
| Jane Street Group, LLC | 0.01% | Add +85.1% | 103,253 | $5.8M |
| Guggenheim Capital LLC | 0.04% | Add +15.1% | 97,394 | $5.5M |
| AQR Capital Management | 0.00% | Reduce -49.2% | 91,293 | $5.1M |
| Vestcor Inc | 0.15% | Add +0.2% | 90,913 | $5.1M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -10.9% | 90,429 | $5.1M |
| New York State Teachers Retirement System | 0.01% | Add +0.3% | 87,839 | $4.9M |
| Prelude Capital Management, LLC | 0.46% | New | 84,077 | $4.7M |
| Eisler Capital Management Ltd. | 0.16% | New | 80,400 | $4.5M |
| California State Teachers Retirement System | 0.00% | Reduce -6.7% | 78,495 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.8% | 76,427 | $4.3M |
| Panagora Asset Management Inc. | 0.02% | Reduce -17.2% | 75,432 | $4.2M |
| DLD Asset Management, LP | 1.92% | New | 70,595 | $4.0M |
| Intech Investment Management LLC | 0.03% | Add +24.7% | 62,844 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +8.2% | 61,886 | $3.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -5.8% | 60,050 | $3.4M |
| Lighthouse Investment Partners, LLC | 0.14% | Add +383.4% | 58,948 | $3.3M |
| TD Waterhouse Canada Inc. | 0.02% | New | 57,602 | $3.3M |
| Magellan Asset Management Ltd | 0.04% | Reduce -0.1% | 57,376 | $3.2M |
| Mint Tower Capital Management B.V. | 0.89% | New | 55,095 | $3.1M |
| TD Asset Management Inc | 0.00% | Reduce -39.9% | 55,066 | $3.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | New | 55,000 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.6% | 53,745 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -31.6% | 51,950 | $2.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -3.9% | 51,577 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +3093.7% | 50,237 | $2.8M |
| Comerica Bank | 0.01% | Reduce -26.9% | 47,252 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.8% | 46,430 | $2.6M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -0.7% | 46,079 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.1% | 44,728 | $2.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -38.0% | 44,628 | $2.5M |
| XTX Topco Ltd | 0.10% | Add +117.8% | 43,986 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Add +8.6% | 41,731 | $2.4M |
| Amalgamated Bank | 0.02% | Add +1.9% | 40,655 | $2.3M |
| Jennison Associates LLC | 0.00% | Add +234.1% | 40,253 | $2.3M |
| Lanark Financial, Inc. | 0.19% | Reduce -47.0% | 40,028 | $2.3M |
| Kintayl Capital LP | 1.38% | New | 38,997 | $2.2M |
| HRT Financial LP | 0.01% | New | 38,813 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -20.4% | 37,843 | $2.1M |
| BCK Capital Management LP | 1.82% | New | 37,109 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 36,982 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 35,300 | $2.0M |
| Moore Capital Management, LP | 0.04% | New | 32,000 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.4% | 31,699 | $1.8M |
| Van Eck Associates Corp. | 0.00% | Add +11.6% | 31,250 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Add +0.1% | 31,016 | $1.7M |
| Highbridge Capital Management LLC | 0.26% | New | 30,000 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Add +6.4% | 29,741 | $1.7M |
| Vista Investment Partners LLC | 0.48% | Reduce -2.2% | 29,419 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 28,689 | $1.6M |
| First Manhattan Co. Llc. | 0.00% | Reduce -22.3% | 28,464 | $1.6M |
| Mariner, LLC | 0.00% | Add +11.5% | 28,404 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 28,090 | $1.6M |
| Cambiar Investors LLC | 0.07% | Reduce -26.8% | 28,008 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.1% | 27,462 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +2.0% | 27,461 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +10.0% | 27,041 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +3.2% | 26,100 | $1.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -58.3% | 25,965 | $1.5M |
| STRS Ohio | 0.01% | Add +15.4% | 25,400 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +4.8% | 25,018 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +99.0% | 24,932 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 24,421 | $1.4M |
| Creative Planning | 0.00% | Reduce -5.9% | 23,127 | $1.3M |
| iSAM Funds (UK) Ltd | 0.28% | New | 22,792 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +3.2% | 22,289 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.2% | 21,817 | $1.2M |
| Engineers Gate Manager LP | 0.02% | New | 21,801 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.17% | Add +121.4% | 21,587 | $1.2M |
| Moody National Bank Trust Division | 0.11% | Add +7.3% | 21,333 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.4% | 21,117 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +3.1% | 20,688 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +124.4% | 20,561 | $1.2M |
| NINE MASTS CAPITAL Ltd | 0.46% | New | 19,568 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.7% | 18,939 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -49.8% | 18,490 | $1.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.06% | Reduce -96.2% | 18,276 | $1.0M |
| Olympiad Research LP | 1.63% | New | 17,693 | $996K |
| SG Americas Securities, LLC | 0.00% | Add +245.5% | 17,681 | $996K |
| Bank of Montreal | 0.00% | Reduce -4.4% | 17,561 | $989K |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,500 | $986K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +255.7% | 16,790 | $946K |
| Osaic Holdings, Inc. | 0.00% | Add +68.8% | 15,816 | $891K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 15,614 | $879K |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.9% | 15,308 | $862K |
| CSS LLC | 0.16% | New | 15,188 | $855K |
| Advisors Asset Management, Inc. | 0.02% | Add +37.2% | 15,072 | $849K |
| Nomura Holdings Inc. | 0.01% | Reduce -46.0% | 15,000 | $845K |
| Quadrant Capital Group LLC | 0.03% | Add +0.2% | 14,098 | $794K |
| Pictet Asset Management Holding SA | 0.00% | Add +27.9% | 13,541 | $763K |
| Xponance LLC | 0.01% | Add +1.6% | 13,060 | $736K |
| PDT Partners, LLC | 0.04% | No change | 12,818 | $722K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -0.6% | 12,294 | $692K |
| Credit Industriel Et Commercial | 0.15% | New | 12,000 | $676K |
| Wesbanco Bank Inc. | 0.02% | New | 11,880 | $669K |
| Bank & Trust Co | 0.51% | Reduce -1.5% | 11,491 | $647K |
| Cibc World Markets Corp. | 0.00% | Reduce -42.8% | 11,429 | $644K |
| Quantinno Capital Management LP | 0.00% | Add +20.3% | 11,168 | $629K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.7% | 10,920 | $615K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.9% | 10,535 | $593K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.4% | 10,420 | $586K |
| Inspire Investing, LLC | 0.06% | Add +5.0% | 10,128 | $570K |
| ExodusPoint Capital Management, LP | 0.01% | New | 10,042 | $566K |
| Atom Investors LP | 0.05% | New | 9,686 | $546K |
| Commonwealth Equity Services, LLC | 0.00% | Add +37.5% | 9,146 | $515K |
| Shaker Investments LLC | 0.21% | New | 8,947 | $504K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +63.7% | 8,263 | $465K |
| Kestra Investment Management, LLC | 0.01% | Add +28717.9% | 8,069 | $454K |
| Groupe la Francaise | 0.01% | New | 8,000 | $451K |
| Alps Advisors Inc. | 0.00% | New | 7,752 | $437K |
| LPL Financial LLC | 0.00% | Reduce -23.1% | 7,329 | $413K |
| Securian Asset Management, Inc. | 0.01% | Add +3.5% | 7,056 | $397K |
| Ballentine Partners, LLC | 0.01% | Add +2.1% | 6,895 | $388K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -1.7% | 6,660 | $375K |
| IFM Investors Pty Ltd | 0.00% | Add +4.2% | 6,630 | $373K |
| Federated Hermes, Inc. | 0.00% | Add +3.3% | 6,314 | $356K |
| M&T Bank Corp | 0.00% | Add +29.4% | 6,271 | $353K |
| Mackenzie Financial Corp. | 0.00% | Add +1.9% | 6,215 | $350K |
| L2 Asset Management, LLC | 0.05% | New | 5,889 | $332K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -10.0% | 5,888 | $332K |
| Greenland Capital Management LP | 0.04% | New | 5,841 | $329K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.8% | 5,771 | $325K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +0.2% | 5,758 | $324K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,677 | $324K |
| Mercer Global Advisors Inc. | 0.00% | Add +47.1% | 5,740 | $323K |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 5,661 | $319K |
| Spirit of America Management Corp. | 0.07% | Add +7.7% | 5,600 | $315K |
| Harvest Investment Services, LLC | 0.07% | New | 5,459 | $307K |
| First Eagle Investment Management, LLC | 0.00% | No change | 5,387 | $303K |
| Jump Financial, LLC | 0.00% | New | 5,369 | $302K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +1.9% | 5,259 | $296K |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 5,223 | $294K |
| Savant Capital, LLC | 0.00% | New | 5,154 | $290K |
| Citadel Advisors | 0.00% | Reduce -96.6% | 5,022 | $283K |
| FNY Investment Advisers, LLC | 0.12% | New | 5,000 | $281K |
| US Bancorp \de | 0.00% | Reduce -77.7% | 4,947 | $279K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 4,900 | $276K |
| GAMMA Investing LLC | 0.02% | Add +19.4% | 4,601 | $259K |
| Caxton Associates LLP | 0.01% | New | 4,594 | $259K |
| PenderFund Capital Management Ltd. | 0.14% | New | 4,400 | $248K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,340 | $244K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,251 | $239K |
| Phillips Wealth Planners LLC | 0.21% | Add +1.9% | 4,134 | $233K |
| Evergreen Capital Management LLC | 0.01% | Add +2.3% | 3,927 | $221K |
| Journey Strategic Wealth LLC | 0.01% | New | 3,912 | $220K |
| Shell Asset Management Co. | 0.01% | Reduce -16.9% | 3,801 | $214K |
| Pacer Advisors, Inc. | 0.00% | Reduce -75.0% | 3,680 | $207K |
| Simplex Trading, LLC | 0.01% | New | 3,663 | $206K |
| Bridgefront Capital, LLC | 0.05% | New | 3,651 | $206K |
| Two Sigma Securities, LLC | 0.03% | New | 3,595 | $202K |
| Signaturefd, LLC | 0.00% | Reduce -1.9% | 2,741 | $154K |
| Sterling Capital Management LLC | 0.00% | Add +61.0% | 2,532 | $143K |
| Cwm, LLC | 0.00% | Add +5.0% | 2,514 | $142K |
| KBC Group NV | 0.00% | Reduce -31.0% | 2,428 | $137K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,886 | $106K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,728 | $97K |
| USA Financial Formulas | 0.02% | Reduce -9.3% | 1,599 | $90K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,546 | $87K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +215.1% | 1,528 | $86K |
| Trust Co. of Vermont | 0.00% | No change | 1,504 | $85K |
| Allworth Financial LP | 0.00% | Add +9.5% | 1,433 | $81K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +360.5% | 1,340 | $75K |
| Parallel Advisors, LLC | 0.00% | Add +15.9% | 1,331 | $75K |
| Eastern Bank | 0.00% | Reduce -16.4% | 1,199 | $68K |
| MorganRosel Wealth Management, LLC | 0.02% | New | 1,193 | $67K |
| IFP Advisors, Inc | 0.00% | Reduce -37.3% | 801 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.7% | 1,159 | $65K |
| UMB Bank, n.a. | 0.00% | Add +13.3% | 1,107 | $62K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,106 | $62K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,081 | $61K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 980 | $55K |
| Optiver Holding B.V. | 0.00% | Reduce -4.5% | 974 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.8% | 861 | $48K |
| Larson Financial Group LLC | 0.00% | New | 762 | $43K |
| North Star Investment Management Corp. | 0.00% | No change | 730 | $41K |
| Natixis | 0.00% | New | 700 | $39K |
| Fifth Third Bancorp | 0.00% | Reduce -9.6% | 677 | $38K |
| Versant Capital Management, Inc | 0.01% | Add +0.3% | 660 | $37K |
| Huntington National Bank | 0.00% | Add +1307.0% | 605 | $34K |
| Bessemer Group Inc. | 0.00% | Reduce -28.3% | 507 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | New | 500 | $28K |
| Ameritas Advisory Services, LLC | 0.00% | New | 500 | $28K |
| Peregrine Capital Management LLC | 0.00% | Reduce -99.5% | 500 | $28K |
| Hughes Financial Services, LLC | 0.00% | No change | 470 | $27K |
| Fortis Group Advisors, LLC | 0.00% | No change | 400 | $23K |
| Blue Trust, Inc. | 0.00% | Reduce -73.8% | 377 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 377 | $21K |
| Brooklyn Investment Group | 0.00% | Add +65.3% | 377 | $21K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +8.7% | 375 | $21K |
| Westside Investment Management, Inc. | 0.00% | New | 371 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 350 | $20K |
| GeoWealth Management, LLC | 0.00% | New | 305 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 300 | $17K |
| Private Wealth Management Group, LLC | 0.01% | No change | 280 | $16K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -66.5% | 270 | $15K |
| LRI Investments, LLC | 0.00% | Reduce -63.7% | 269 | $15K |
| Traub Capital Management LLC | 0.01% | — | 250 | $14K |
| Tidemark, LLC | 0.00% | No change | 250 | $14K |
| Covestor Ltd | 0.01% | Reduce -0.4% | 225 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 219 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +100.0% | 220 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 209 | $12K |
| Principal Securities, Inc. | 0.00% | Add +3.0% | 206 | $12K |
| Manchester Capital Management LLC | 0.00% | No change | 203 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | New | 199 | $11K |
| Jones Financial Companies LLLP | 0.00% | Add +0.5% | 192 | $11K |
| Rothschild Investment LLC | 0.00% | Add +58.3% | 190 | $11K |
| Smithfield Trust Co | 0.00% | No change | 150 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 150 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +108.8% | 142 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 117 | $7K |
| Clearstead Trust, LLC | 0.00% | No change | 116 | $7K |
| Hemington Wealth Management | 0.00% | Add +27.7% | 120 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -95.3% | 99 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 92 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 85 | $5K |
| Clearstead Advisors, LLC | 0.00% | Add +636.4% | 81 | $5K |
| WealthCollab, LLC | 0.00% | No change | 76 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 75 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +11.9% | 75 | $4K |
| Arax Advisory Partners | 0.00% | No change | 71 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 62 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 59 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 53 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 50 | $3K |
| MAI Capital Management | 0.00% | New | 48 | $3K |
| Assetmark, Inc. | 0.00% | Add +2200.0% | 46 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +28.1% | 41 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +1750.0% | 37 | $2K |
| Kilter Group LLC | 0.00% | New | 37 | $2K |
| Private Trust Co. NA | 0.00% | No change | 30 | $2K |
| MCF Advisors LLC | 0.00% | No change | 30 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 28 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 25 | $1K |
| Stephens Consulting, LLC | 0.00% | Add +25.0% | 25 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 20 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +85.7% | 13 | $733 |
| Geneos Wealth Management Inc. | 0.00% | New | 10 | $563 |
| Cornerstone Planning Group LLC | 0.00% | New | 8 | $455 |
| Essential Partners LLC | 0.00% | — | 8 | $451 |
| Financial Management Professionals, Inc. | 0.00% | No change | 8 | $451 |
| AdvisorNet Financial, Inc | 0.00% | Add +40.0% | 7 | $394 |
| Stone House Investment Management, LLC | 0.00% | New | 5 | $282 |
| Fortitude Family Office, LLC | 0.00% | New | 5 | $282 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -44.4% | 5 | $282 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +200.0% | 3 | $169 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $169 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $113 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $113 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $113 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $112 |
"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.