TXNM EnergyTXNM

13F holders, Q3 2025 (September 30)
365holders +14
51new positions
35sold out
8famous investors
$56.57avg. 13F price*

At the end of Q3 2025, 365 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 14 from Q2 2025. 51 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($716.2M), Vanguard Group Inc. ($654.2M) and Blackstone Inc. ($452.4M). 8 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions51$155.9M
Exits35$124.3M

All 13F filers, Q2 2025 → Q3 2025: 18,593,760 shares bought and 17,874,714 shares sold, net +719,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 365 holders

BlackRock, Inc. 0.01% Add +1.7% 12,664,143 $716.2M
Vanguard Group Inc. 0.01% Add +16.0% 11,568,926 $654.2M
Blackstone Inc. 1.93% No change 8,000,000 $452.4M
Balyasny Asset Management L.P. 0.48% Add +344.9% 4,042,301 $228.6M
State Street Corp. 0.01% Add +2.4% 3,668,197 $207.4M
Zimmer Partners, LP 4.68% Reduce -6.3% 3,389,018 $191.6M
Reaves W H & Co. Inc. 2.57% Reduce -0.8% 2,551,398 $144.3M
Geode Capital Management, LLC 0.01% Add +5.9% 2,409,409 $136.3M
D. E. Shaw & Co. 0.09% Add +518.2% 1,747,985 $98.8M
Millennium Management 0.08% Add +348.2% 1,701,836 $96.2M
Magnetar Financial LLC 0.61% Add +2.4% 1,689,221 $95.5M
Sona Asset Management (us) LLC 12.10% Add +79.8% 1,663,830 $94.1M
Dimensional Fund Advisors LP 0.02% Reduce -0.8% 1,524,702 $86.2M
Empyrean Capital Partners, LP 3.65% No change 1,442,554 $81.6M
Adage Capital Partners Gp, L.L.C. 0.13% Reduce -18.7% 1,433,275 $81.1M
Franklin Resources Inc. 0.02% Reduce -13.0% 1,319,734 $74.6M
Goldman Sachs Group Inc. 0.01% Reduce -31.4% 1,262,178 $71.4M
River Road Asset Management, LLC 0.79% Reduce -3.1% 1,246,202 $70.5M
Charles Schwab Investment Management Inc. 0.01% Add +2.2% 1,230,913 $69.6M
Northern Trust Corp. 0.01% Add +1.8% 1,196,845 $67.7M
FMR LLC 0.00% Reduce -61.9% 1,194,759 $67.6M
Pentwater Capital Management LP 0.60% Add +5.7% 1,190,000 $67.3M
AQR Arbitrage LLC 2.10% Add +6.5% 1,047,107 $59.2M
Bank of New York Mellon Corp 0.01% Reduce -15.2% 1,039,661 $58.8M
Invesco Ltd. 0.01% Add +29.2% 1,025,607 $58.0M
Citadel Advisors 0.05% Add +19952.4% 1,007,033 $56.9M
Qube Research & Technologies Ltd 0.08% Add +228.7% 1,001,951 $56.7M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -78.4% 953,795 $53.9M
Alliancebernstein L.P. 0.02% Reduce -71.7% 948,959 $53.7M
Gabelli Funds LLC 0.33% Add +18.3% 855,464 $48.4M
Neuberger Berman Group LLC 0.03% Add +124.8% 810,083 $45.8M
UBS Group AG 0.01% Reduce -25.1% 807,249 $45.6M
GAMCO Investors 0.44% Reduce -1.5% 803,660 $45.4M
JPMorgan Chase & Co. 0.00% Reduce -19.5% 795,499 $45.0M
Nexpoint Asset Management, L.P. 3.68% Reduce -6.5% 725,660 $41.0M
Morgan Stanley 0.00% Reduce -8.5% 711,429 $40.2M
Fuller & Thaler Asset Management, Inc. 0.14% Reduce -12.2% 709,741 $40.1M
Governors Lane LP 5.46% Add +105.8% 691,269 $39.1M
Hudson Bay Capital Management LP 0.27% Add +79.8% 684,996 $38.7M
GMO 0.11% Add +40.2% 676,094 $38.2M
LMR Partners LLP 0.72% Reduce -22.4% 664,967 $37.6M
First Trust Advisors LP 0.03% Reduce -9.5% 658,017 $37.2M
Highbridge Capital Management LLC 5.26% Add +2063.6% 649,067 $36.7M
Verition Fund Management LLC 0.22% Add +9.8% 640,659 $36.2M
Alberta Investment Management Corp 0.27% Add +20.0% 600,000 $33.9M
Sand Grove Capital Management LLP 16.39% Add +74.8% 593,111 $33.5M
Melqart Asset Management (UK) Ltd 4.41% New 584,757 $33.1M
Alyeska Investment Group, L.P. 0.09% Reduce -29.5% 543,278 $30.7M
Legal & General Group Plc 0.01% Add +1.8% 536,092 $30.3M
Readystate Asset Management LP 2.51% New 456,446 $25.8M
Segall Bryant & Hamill, LLC 0.34% Reduce -5.1% 456,156 $25.8M
Water Island Capital LLC 3.97% Add +71.7% 450,660 $25.5M
Citigroup Inc. 0.02% Add +61.6% 442,919 $25.0M
Marshall Wace, LLP 0.03% Add +244.8% 436,462 $24.7M
Aberdeen Group plc 0.04% Add +0.3% 394,569 $22.3M
Birnam Oak Advisors, LP 5.40% Add +44.9% 389,851 $22.0M
HSBC Holdings PLC 0.01% Add +8.1% 382,949 $21.7M
Alpine Associates Management Inc. 1.25% Add +86.6% 363,508 $20.6M
Rhumbline Advisers 0.01% Add +0.6% 331,194 $18.7M
Principal Financial Group Inc. 0.01% Add +55.4% 330,336 $18.7M
Raymond James Financial Inc. 0.01% Reduce -25.6% 328,170 $18.6M
Deutsche Bank AG 0.01% Add +4.2% 323,467 $18.3M
Woodline Partners LP 0.09% Reduce -12.5% 322,000 $18.2M
Bank of America Corp. 0.00% Reduce -32.4% 312,802 $17.7M
Kennedy Capital Management LLC 0.37% Add +145.3% 299,662 $16.9M
GABELLI & Co INVESTMENT ADVISERS, INC. 2.61% Add +131.2% 286,336 $16.2M
Tudor Investment Corporation 0.10% Add +35.1% 270,120 $15.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Add +2.0% 258,123 $14.6M
Yaupon Capital Management LP 0.72% Add +64.1% 246,378 $13.9M
Prelude Capital Management, LLC 1.06% Add +184.1% 238,839 $13.5M
WINTON GROUP Ltd 0.50% Add +1.8% 238,050 $13.5M
California Public Employees Retirement System 0.01% Reduce -38.0% 226,047 $12.8M
Barclays PLC 0.00% Reduce -1.1% 225,521 $12.8M
Centiva Capital, LP 1.19% Add +6.5% 225,000 $12.7M
Nuveen, LLC 0.00% Reduce -0.1% 224,856 $12.7M
Victory Capital Management Inc. 0.01% Reduce -61.4% 221,164 $12.5M
Squarepoint Ops LLC 0.03% Reduce -49.9% 214,676 $12.1M
Thornburg Investment Management Inc. 0.15% Reduce -19.6% 207,615 $11.7M
Schonfeld Strategic Advisors LLC 0.08% Add +460.2% 197,763 $11.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -37.1% 197,069 $11.1M
Swiss National Bank 0.01% Add +3.8% 183,800 $10.4M
State of Wisconsin Investment Board 0.02% Add +53.3% 174,954 $9.9M
Man Group plc 0.02% New 168,158 $9.5M
Quarry LP 2.47% Add +15.0% 166,813 $9.4M
Healthcare of Ontario Pension Plan Trust Fund 0.02% New 161,000 $9.1M
New York Life Investment Management LLC 0.08% Add +5.8% 152,000 $8.6M
Athos Capital Ltd 5.25% New 142,842 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -23.3% 138,735 $7.8M
ProShare Advisors LLC 0.02% Reduce -0.1% 134,905 $7.6M
Stansberry Asset Management, LLC 0.79% New 131,182 $7.4M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +2.0% 130,043 $7.4M
Phocas Financial Corp. 0.94% New 127,951 $7.2M
Retirement Systems of Alabama 0.02% Reduce -53.7% 114,669 $6.5M
Susquehanna Portfolio Strategies, LLC 0.10% Reduce -39.9% 113,290 $6.4M
Wells Fargo & Company 0.00% Reduce -7.0% 107,906 $6.1M
Jane Street Group, LLC 0.01% Add +2.3% 105,638 $6.0M
Credit Industriel Et Commercial 1.34% Add +775.0% 105,000 $5.9M
MetLife Investment Management, LLC 0.03% Add +0.3% 103,823 $5.9M
Point72 Asia (Singapore) Pte. Ltd. 0.89% New 101,968 $5.8M
Angelo Gordon & Co., L.P. 0.83% New 100,697 $5.7M

"% 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 365 holders