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
Picton Mahoney Asset Management 0.07% New 100,000 $5.7M
Intech Investment Management LLC 0.05% Add +56.7% 98,451 $5.6M
Guggenheim Capital LLC 0.04% Add +0.7% 98,030 $5.5M
California State Teachers Retirement System 0.01% Add +14.5% 89,864 $5.1M
Vestcor Inc 0.15% Reduce -1.4% 89,609 $5.1M
Dynamic Technology Lab Private Ltd 0.84% Add +305.4% 87,521 $4.9M
Great Lakes Advisors, LLC 0.04% Reduce -4.7% 86,142 $4.9M
AQR Capital Management 0.00% Reduce -6.0% 85,847 $4.9M
T. Rowe Price Associates Inc. 0.00% Add +10.5% 84,460 $4.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -70.5% 83,854 $4.7M
Sagefield Capital LP 0.51% Reduce -64.6% 80,592 $4.6M
New York State Teachers Retirement System 0.01% Reduce -9.6% 79,398 $4.5M
Lighthouse Investment Partners, LLC 0.16% Add +34.3% 79,183 $4.5M
Truist Financial Corp. 0.01% New 77,425 $4.4M
Freestone Grove Partners LP 0.03% New 73,664 $4.2M
DLD Asset Management, LP 1.71% Add +2.2% 72,142 $4.1M
Groupe la Francaise 0.05% Add +775.0% 70,000 $4.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +14.6% 68,800 $3.9M
Burren Capital Advisors Ltd 10.83% New 63,198 $3.6M
TD Waterhouse Canada Inc. 0.02% Add +5.9% 60,997 $3.5M
Magellan Asset Management Ltd 0.04% Add +6.1% 60,864 $3.4M
Mint Tower Capital Management B.V. 0.83% Add +9.1% 60,095 $3.4M
Brevan Howard Capital Management LP 0.05% New 58,359 $3.3M
Macquarie Group Ltd. 0.00% Add +11.9% 57,702 $3.3M
Pathstone Holdings, LLC 0.01% Reduce -8.9% 56,357 $3.2M
CANADA LIFE ASSURANCE Co 0.00% Add +4.7% 56,243 $3.2M
Abc Arbitrage SA 0.31% New 56,029 $3.2M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 55,000 $3.1M
AlphaQuest LLC 0.19% New 50,927 $2.9M
Moore Capital Management, LP 0.06% Add +56.3% 50,000 $2.8M
Comerica Bank 0.01% Add +2.6% 48,499 $2.7M
New York State Common Retirement Fund 0.00% Add +60.3% 47,682 $2.7M
Salzhauer Michael 1.31% New 2,250 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -5.0% 43,799 $2.5M
BCK Capital Management LP 2.62% Add +16.0% 43,043 $2.4M
NINE MASTS CAPITAL Ltd 1.08% Add +114.6% 42,000 $2.4M
Janus Henderson Group PLC 0.00% No change 41,731 $2.4M
Amalgamated Bank 0.02% Add +2.5% 41,662 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -13.9% 39,957 $2.3M
Lanark Financial, Inc. 0.17% Reduce -0.8% 39,714 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +1.7% 37,614 $2.1M
Morningstar Investment Management LLC 0.08% New 37,041 $2.1M
Kintayl Capital LP 1.37% Reduce -9.3% 35,352 $2.0M
Van Eck Associates Corp. 0.00% Add +12.1% 35,020 $2.0M
Polar Asset Management Partners Inc. 0.06% Reduce -81.1% 35,000 $2.0M
Gsa Capital Partners LLP 0.16% New 34,889 $2.0M
Engineers Gate Manager LP 0.02% Add +55.9% 33,988 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +0.0% 31,701 $1.8M
Mariner, LLC 0.00% Add +10.0% 31,234 $1.8M
Royal Bank of Canada 0.00% Reduce -42.1% 30,071 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -4.6% 29,602 $1.7M
Vista Investment Partners LLC 0.46% No change 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% No change 28,464 $1.6M
Diametric Capital, LP 0.59% New 28,300 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 28,090 $1.6M
Arizona State Retirement System 0.01% Add +3.8% 28,064 $1.6M
Cambiar Investors LLC 0.07% No change 28,008 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -79.8% 27,740 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 27,462 $1.6M
BNP Paribas Financial Markets 0.00% Add +74.1% 26,653 $1.5M
Louisiana State Employees Retirement System 0.03% Add +1.1% 26,400 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Add +24.7% 26,331 $1.5M
Ameritas Investment Partners, Inc. 0.04% Reduce -5.6% 25,926 $1.5M
STRS Ohio 0.01% No change 25,400 $1.4M
Alpine Global Management, LLC 0.37% New 25,000 $1.4M
Creative Planning 0.00% Add +6.9% 24,723 $1.4M
Sei Investments Co. 0.00% Reduce -88.8% 24,466 $1.4M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.2% 24,364 $1.4M
Teacher Retirement System of Texas 0.01% Reduce -6.8% 23,227 $1.3M
State of Michigan Retirement System 0.01% Add +1.4% 22,589 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -0.1% 21,789 $1.2M
Moody National Bank Trust Division 0.10% Reduce -0.1% 21,323 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +2.2% 21,140 $1.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -23.4% 19,898 $1.1M
Pacer Advisors, Inc. 0.00% Add +432.0% 19,578 $1.1M
Oregon Public Employees Retirement Fund 0.01% Add +1.1% 19,139 $1.1M
Stifel Financial Corp. 0.00% Add +1.1% 18,692 $1.1M
CSS LLC 0.18% Add +19.8% 18,188 $1.0M
Olympiad Research LP 1.39% No change 17,693 $1.0M
New Mexico Educational Retirement Board 0.03% No change 17,500 $990K
Voya Investment Management LLC 0.00% Reduce -32.5% 16,890 $955K
Two Sigma Investments, LP 0.00% Reduce -62.6% 16,675 $943K
Renaissance Technologies 0.00% Reduce -93.2% 16,600 $939K
Advisors Asset Management, Inc. 0.02% Add +8.6% 16,368 $926K
Resona Asset Management Co.,Ltd. 0.00% Add +2.5% 16,007 $905K
Dark Forest Capital Management LP 0.03% New 15,968 $903K
Osaic Holdings, Inc. 0.00% Reduce -1.4% 15,600 $883K
Bank of Montreal 0.00% Reduce -11.3% 15,585 $881K
XTX Topco Ltd 0.05% Reduce -64.7% 15,536 $879K
Pictet Asset Management Holding SA 0.00% Add +13.4% 15,351 $868K
Alps Advisors Inc. 0.00% Add +97.9% 15,343 $868K
Russell Investments Group, Ltd. 0.00% Reduce -71.1% 14,522 $821K
Quantinno Capital Management LP 0.00% Add +29.0% 14,402 $814K
Prudential Financial Inc. 0.00% Reduce -31.2% 14,144 $800K
Quadrant Capital Group LLC 0.03% Add +0.2% 14,130 $799K
Xponance LLC 0.01% Add +3.9% 13,566 $767K
State of Alaska, Department of Revenue 0.01% Add +25.9% 13,121 $741K
Voloridge Investment Management, LLC 0.00% New 12,631 $714K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +2.2% 12,560 $710K
Farringdon Capital, Ltd. 0.17% New 12,044 $681K
SG Americas Securities, LLC 0.00% Reduce -33.0% 11,845 $670K
Aigen Investment Management, LP 0.10% New 11,375 $643K
Bank & Trust Co 0.47% Reduce -2.0% 11,261 $637K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.4% 11,075 $626K
Hennion & Walsh Asset Management, Inc. 0.02% Add +28.9% 10,650 $602K
Greenland Capital Management LP 0.10% Add +82.5% 10,662 $602K
CIBC Bancorp USA Inc. 0.00% — 10,397 $588K
Inspire Investing, LLC 0.06% Add +2.5% 10,376 $587K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.4% 10,281 $584K
Tower Research Capital LLC (TRC) 0.02% Reduce -41.7% 9,795 $554K
Vident Advisory, LLC 0.01% New 9,441 $534K
Mercer Global Advisors Inc. 0.00% Add +44.9% 8,316 $470K
M&T Bank Corp 0.00% Add +30.4% 8,174 $463K
Commonwealth Equity Services, LLC 0.00% Reduce -11.9% 8,059 $456K
Kestra Investment Management, LLC 0.01% Reduce -2.8% 7,842 $443K
ExodusPoint Capital Management, LP 0.01% Reduce -24.2% 7,608 $430K
Panagora Asset Management Inc. 0.00% Reduce -90.0% 7,510 $425K
Sequoia Financial Advisors, LLC 0.00% New 7,455 $422K
Shaker Investments LLC 0.16% Reduce -19.1% 7,242 $410K
AE Wealth Management LLC 0.00% New 7,130 $403K
LPL Financial LLC 0.00% Reduce -3.3% 7,090 $401K
Securian Asset Management, Inc. 0.01% Add +0.2% 7,069 $400K
Ballentine Partners, LLC 0.01% Add +1.3% 6,981 $395K
IFM Investors Pty Ltd 0.00% Add +4.8% 6,947 $393K
Sterling Capital Management LLC 0.01% Add +166.5% 6,747 $382K
Tyche Wealth Partners LLC 0.07% Add +0.5% 6,693 $378K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 6,445 $364K
Bayforest Capital Ltd 0.17% New 6,441 $364K
L2 Asset Management, LLC 0.05% Add +6.8% 6,288 $356K
Meeder Advisory Services, Inc. 0.02% Add +6.5% 6,273 $355K
PNC Financial Services Group, Inc. 0.00% Add +8.5% 6,262 $354K
Mackenzie Financial Corp. 0.00% Reduce -0.8% 6,163 $349K
Captrust Financial Advisors 0.00% Add +8.2% 6,127 $346K
Savant Capital, LLC 0.00% Add +16.3% 5,992 $339K
Federated Hermes, Inc. 0.00% Reduce -5.3% 5,981 $338K
Chicago Partners Investment Group LLC 0.01% Add +1.4% 5,757 $327K
GPS Wealth Strategies Group, LLC 0.03% Add +0.1% 5,762 $326K
Spirit of America Management Corp. 0.06% No change 5,600 $317K
Simplex Trading, LLC 0.01% Add +45.3% 5,322 $300K
Crossmark Global Holdings, Inc. 0.00% No change 5,259 $297K
Tidal Investments LLC 0.00% New 5,106 $289K
Lido Advisors, LLC 0.00% New 5,080 $287K
GAMMA Investing LLC 0.02% Add +8.9% 5,011 $283K
FNY Investment Advisers, LLC 0.09% No change 5,000 $282K
Evergreen Capital Management LLC 0.01% Add +26.9% 4,983 $282K
Connor, Clark & Lunn Investment Management Ltd. 0.00% No change 4,900 $277K
Westwood Holdings Group Inc. 0.00% Reduce -99.5% 4,907 $277K
Cetera Investment Advisers 0.00% Reduce -10.8% 4,661 $264K
Swiss Life Asset Management Ltd 0.00% New 4,445 $251K
PenderFund Capital Management Ltd. 0.10% No change 4,400 $249K
Praxis Investment Management Inc. 0.01% No change 4,340 $245K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% Reduce -76.4% 4,307 $244K
Virtu Financial LLC 0.01% New 4,247 $240K
Public Employees Retirement Association of Colorado 0.00% No change 4,251 $240K
O'shaughnessy Asset Management, LLC 0.00% New 4,243 $240K
US Bancorp \de 0.00% Reduce -15.2% 4,193 $237K
Orion Porfolio Solutions, LLC 0.00% New 3,988 $226K
Profund Advisors LLC 0.01% New 3,917 $222K
Journey Strategic Wealth LLC 0.01% Reduce -0.9% 3,877 $219K
Public Employees Retirement System of Ohio 0.00% Reduce -90.2% 3,715 $210K
Cambridge Investment Research Advisors, Inc. 0.00% New 3,584 $203K
Cwm, LLC 0.00% Add +8.9% 2,738 $155K
Signaturefd, LLC 0.00% Reduce -0.5% 2,727 $154K
KBC Group NV 0.00% No change 2,428 $137K
Rockefeller Capital Management L.P. 0.00% New 2,338 $132K
Global Retirement Partners, LLC 0.00% Add +2354.3% 2,258 $128K
Cubist Systematic Strategies, LLC 0.00% New 2,230 $126K
Advisory Services Network, LLC 0.00% New 1,985 $112K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.1% 1,982 $112K
EverSource Wealth Advisors, LLC 0.00% Add +20.4% 1,839 $104K
Tortoise Investment Management, LLC 0.01% Add +0.1% 1,729 $98K
Caitong International Asset Management Co., Ltd 0.06% Add +1465.7% 1,550 $88K
CIBC Private Wealth Group LLC 0.00% No change 1,546 $87K
Trust Co. of Vermont 0.00% Reduce -0.3% 1,500 $85K
Shell Asset Management Co. 0.01% Reduce -61.0% 1,481 $84K
USA Financial Formulas 0.01% Reduce -9.4% 1,449 $82K
Parallel Advisors, LLC 0.00% Add +7.7% 1,433 $81K
Larson Financial Group LLC 0.00% Add +81.8% 1,385 $78K
Allworth Financial LP 0.00% Reduce -4.8% 1,365 $77K
Jones Financial Companies LLLP 0.00% Add +574.0% 1,294 $73K
Eastern Bank 0.00% No change 1,199 $68K
Farther Finance Advisors, LLC 0.00% Add +2.9% 1,193 $67K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +5.1% 1,162 $66K
UMB Bank, n.a. 0.00% Add +3.4% 1,145 $65K
NewEdge Advisors, LLC 0.00% No change 1,081 $61K
IFP Advisors, Inc 0.00% Add +29.6% 1,038 $59K
Smartleaf Asset Management LLC 0.00% Add +280.0% 1,026 $58K
Nomura Asset Management Co. Ltd. 0.00% No change 980 $55K
Bessemer Group Inc. 0.00% Add +73.0% 877 $49K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.6% 839 $47K
Optiver Holding B.V. 0.00% Reduce -14.4% 834 $47K
North Star Investment Management Corp. 0.00% No change 730 $41K
Fifth Third Bancorp 0.00% Add +4.9% 710 $40K
Versant Capital Management, Inc 0.01% No change 660 $37K
Itau Unibanco Holding S.A. 0.00% New 652 $37K
Huntington National Bank 0.00% Add +1.5% 614 $35K
Hantz Financial Services, Inc. 0.00% Add +150.4% 551 $31K
Wealthspire Advisors, LLC 0.00% New 531 $30K
Ameritas Advisory Services, LLC 0.00% No change 500 $28K
Blue Trust, Inc. 0.00% Add +28.1% 483 $27K
Hughes Financial Services, LLC 0.00% No change 470 $27K
Harbor Capital Advisors, Inc. 0.00% Add +10.1% 413 $23K
Fortis Group Advisors, LLC 0.00% No change 400 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 377 $21K
Westside Investment Management, Inc. 0.00% No change 371 $21K
Rise Advisors, LLC 0.01% Add +0.9% 353 $20K
iSAM Funds (UK) Ltd 0.00% Reduce -98.5% 341 $19K
Private Wealth Management Group, LLC 0.00% No change 280 $16K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -79.5% 275 $16K
LRI Investments, LLC 0.00% No change 269 $15K
Tidemark, LLC 0.00% No change 250 $14K
Principal Securities, Inc. 0.00% Add +18.0% 243 $14K
Covestor Ltd 0.01% Reduce -0.4% 224 $13K
Capital Advisors, Ltd. LLC 0.00% No change 219 $12K
Bell Investment Advisors, Inc 0.00% No change 209 $12K
Manchester Capital Management LLC 0.00% No change 203 $11K
Atlantic Union Bankshares Corp 0.00% No change 199 $11K
Rothschild Investment LLC 0.00% Reduce -2.1% 186 $11K
North Capital, Inc. 0.01% New 167 $9K
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% Reduce -4.2% 136 $8K
Brookfield Corp 0.00% Reduce -100.0% 122 $7K
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% No change 120 $6K
Clearstead Advisors, LLC 0.00% Add +30.9% 106 $6K
Root Financial Partners, LLC 0.00% New 97 $5K
GHP Investment Advisors, Inc. 0.00% No change 85 $5K
Farmers & Merchants Investments Inc. 0.00% Add +8.0% 81 $5K
WealthCollab, LLC 0.00% No change 76 $4K
Highline Wealth Partners LLC 0.00% No change 59 $3K
Millstone Evans Group, LLC 0.00% No change 53 $3K
Wealth Preservation Advisors, LLC 0.00% Reduce -30.7% 52 $3K
Heritage Wealth Advisors 0.00% No change 50 $3K
Delos Wealth Advisors, LLC 0.00% New 49 $3K
Bare Financial Services, Inc 0.00% Reduce -30.6% 43 $2K
Prestige Wealth Management Group LLC 0.00% No change 43 $2K
JFS Wealth Advisors, LLC 0.00% No change 41 $2K
Essential Partners LLC 0.00% Add +400.0% 40 $2K
Assetmark, Inc. 0.00% Reduce -17.4% 38 $2K
Private Trust Co. NA 0.00% Add +20.0% 36 $2K
Quent Capital, LLC 0.00% New 33 $2K
Kilter Group LLC 0.00% Reduce -13.5% 32 $2K
MCF Advisors LLC 0.00% No change 30 $2K
TD Private Client Wealth LLC 0.00% Add +35.0% 27 $2K
SOA Wealth Advisors, LLC. 0.00% No change 25 $1K
WPG Advisers, LLC 0.00% New 22 $1K
Cornerstone Planning Group LLC 0.00% Add +187.5% 23 $1K
Stone House Investment Management, LLC 0.00% Add +320.0% 21 $1K
Physician Wealth Advisors, Inc. 0.00% New 17 $962
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $737
Sunbelt Securities, Inc. 0.00% New 10 $566
MAI Capital Management 0.00% Reduce -83.3% 8 $453
Financial Management Professionals, Inc. 0.00% No change 8 $452
AdvisorNet Financial, Inc 0.00% No change 7 $396
Fortitude Family Office, LLC 0.00% No change 5 $283
SJS Investment Consulting Inc. 0.00% No change 5 $283
SBI Securities Co., Ltd. 0.00% No change 3 $170
TFC Financial Management, Inc. 0.00% No change 2 $114
Rialto Wealth Management, LLC 0.00% No change 2 $114
Principia Wealth Advisory, LLC 0.00% New 2 $113
Bay Harbor Wealth Management, LLC 0.00% No change 2 $113
HFM Investment Advisors, LLC 0.00% No change 2 $113

"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.