TXNM EnergyTXNM

13F holders, Q4 2025 (December 31)
378holders +13
41new positions
36sold out
7famous investors
$58.88avg. 13F price*

At the end of Q4 2025, 378 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 13 from Q3 2025. 41 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($780.9M), Vanguard Group Inc. ($700.6M) and Blackstone Inc. ($471.0M). 7 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Israel Englander (0.1% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions41$138.8M
Exits36$99.5M

All 13F filers, Q3 2025 → Q4 2025: 10,626,986 shares bought and 10,171,163 shares sold, net +455,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

BlackRock, Inc. 0.01% Add +4.7% 13,262,032 $780.9M
Vanguard Group Inc. 0.01% Add +2.9% 11,899,308 $700.6M
Blackstone Inc. 2.05% No change 8,000,000 $471.0M
State Street Corp. 0.01% Add +3.0% 3,776,598 $222.4M
Balyasny Asset Management L.P. 0.39% Reduce -15.5% 3,415,364 $201.1M
Norges Bank 0.02% — 3,092,063 $182.1M
Millennium Management 0.13% Add +72.2% 2,930,417 $172.5M
Geode Capital Management, LLC 0.01% Add +6.7% 2,570,550 $151.4M
Reaves W H & Co. Inc. 2.55% Reduce -2.9% 2,477,663 $145.9M
Goldman Sachs Group Inc. 0.02% Add +53.0% 1,931,107 $113.7M
Zimmer Partners, LP 2.89% Reduce -45.0% 1,862,107 $109.6M
Sona Asset Management (us) LLC 6.84% Add +10.3% 1,834,874 $108.0M
Magnetar Financial LLC 1.06% Add +0.6% 1,698,961 $100.0M
HBK Investments L P 1.18% New 1,697,244 $99.9M
Pentwater Capital Management LP 0.70% Add +38.7% 1,651,000 $97.2M
Dimensional Fund Advisors LP 0.02% Add +0.1% 1,526,505 $89.9M
Empyrean Capital Partners, LP 3.17% No change 1,442,554 $84.9M
Citadel Advisors 0.06% Add +41.6% 1,425,578 $83.9M
D. E. Shaw & Co. 0.07% Reduce -18.6% 1,422,376 $83.7M
UBS Group AG 0.01% Add +54.2% 1,244,976 $73.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.0% 1,218,643 $71.8M
Northern Trust Corp. 0.01% Reduce -0.5% 1,190,656 $70.1M
AQR Arbitrage LLC 1.87% Add +12.7% 1,180,015 $69.5M
Invesco Ltd. 0.01% Add +9.2% 1,120,403 $66.0M
Neuberger Berman Group LLC 0.05% Add +27.5% 1,032,749 $60.8M
Alliancebernstein L.P. 0.02% Add +4.7% 993,373 $58.5M
Qube Research & Technologies Ltd 0.08% Reduce -3.4% 967,844 $57.0M
Governors Lane LP 4.93% Add +30.4% 901,464 $53.1M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -38.4% 883,320 $52.0M
Gabelli Funds LLC 0.35% Add +2.3% 875,164 $51.5M
Verition Fund Management LLC 0.29% Add +35.1% 865,880 $51.0M
Franklin Resources Inc. 0.01% Reduce -37.9% 820,045 $48.3M
River Road Asset Management, LLC 0.52% Reduce -34.9% 811,032 $47.8M
Hudson Bay Capital Management LP 0.30% Add +18.0% 808,116 $47.6M
Melqart Asset Management (UK) Ltd 4.65% Add +35.1% 789,989 $46.5M
FMR LLC 0.00% Reduce -34.4% 784,062 $46.2M
Bank of New York Mellon Corp 0.01% Reduce -25.3% 777,197 $45.8M
GAMCO Investors 0.44% Reduce -3.8% 773,440 $45.5M
GMO 0.11% Add +10.3% 745,857 $43.9M
Morgan Stanley 0.00% Add +2.2% 727,022 $42.8M
Marshall Wace, LLP 0.04% Add +58.0% 689,412 $40.6M
LMR Partners LLP 0.50% Add +1.1% 672,266 $39.6M
Alberta Investment Management Corp 0.24% Add +1.9% 611,614 $36.0M
First Trust Advisors LP 0.03% Reduce -8.0% 605,275 $35.6M
JPMorgan Chase & Co. 0.00% Reduce -24.5% 600,813 $35.4M
Sand Grove Capital Management LLP 11.91% Add +0.6% 596,592 $35.1M
Water Island Capital LLC 4.46% Add +27.9% 576,411 $33.9M
Alpine Associates Management Inc. 2.01% Add +39.4% 506,807 $29.8M
Nexpoint Asset Management, L.P. 2.07% Reduce -30.6% 503,403 $29.6M
Legal & General Group Plc 0.01% Reduce -9.0% 487,847 $28.7M
Deutsche Bank AG 0.01% Add +50.2% 485,868 $28.6M
Readystate Asset Management LP 2.06% No change 456,446 $26.9M
Segall Bryant & Hamill, LLC 0.35% Reduce -4.6% 435,046 $25.6M
Woodline Partners LP 0.10% Add +34.5% 433,082 $25.5M
Principal Financial Group Inc. 0.01% Add +18.3% 390,669 $23.0M
Birnam Oak Advisors, LP 5.13% Reduce -2.6% 379,851 $22.4M
Aberdeen Group plc 0.03% Reduce -7.9% 363,564 $21.4M
Tudor Investment Corporation 0.11% Add +25.3% 338,561 $19.9M
Squarepoint Ops LLC 0.04% Add +55.7% 334,190 $19.7M
Kennedy Capital Management LLC 0.41% Add +9.2% 327,115 $19.3M
Rhumbline Advisers 0.01% Reduce -5.6% 312,568 $18.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 2.76% Add +8.5% 310,636 $18.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +56.9% 309,185 $18.2M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -69.4% 292,274 $17.2M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Add +81.4% 292,030 $17.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.09% Add +11.8% 288,658 $17.0M
Bank of America Corp. 0.00% Reduce -11.1% 277,994 $16.4M
Schonfeld Strategic Advisors LLC 0.08% Add +40.5% 277,963 $16.4M
Raymond James Financial Inc. 0.01% Reduce -16.8% 273,098 $16.1M
Citigroup Inc. 0.01% Reduce -41.0% 261,184 $15.4M
Yaupon Capital Management LP 0.75% Add +5.6% 260,165 $15.3M
California Public Employees Retirement System 0.01% Add +9.6% 247,697 $14.6M
Prelude Capital Management, LLC 1.03% Reduce -0.5% 237,625 $14.0M
Centiva Capital, LP 0.85% Add +5.1% 236,546 $13.9M
Nuveen, LLC 0.00% Reduce -1.0% 222,670 $13.1M
Barclays PLC 0.01% Reduce -4.4% 215,568 $12.7M
Swiss National Bank 0.01% Add +3.5% 190,200 $11.2M
Wells Fargo & Company 0.00% Add +68.5% 181,822 $10.7M
Sagefield Capital LP 0.85% Add +112.3% 171,136 $10.1M
Man Group plc 0.02% Reduce -0.8% 166,757 $9.8M
Quarry LP 1.64% Reduce -2.6% 162,534 $9.6M
Susquehanna Portfolio Strategies, LLC 0.15% Add +41.8% 160,646 $9.5M
Covalis Capital LLP 0.74% New 160,154 $9.4M
New York Life Investment Management LLC 0.08% Add +4.7% 159,080 $9.4M
Freestone Grove Partners LP 0.06% Add +103.5% 149,869 $8.8M
Toronto Dominion Bank 0.02% New 145,678 $8.6M
Athos Capital Ltd 3.28% Reduce -3.3% 138,142 $8.1M
Ameriprise Financial Inc. 0.00% Reduce -2.8% 134,924 $7.9M
Polar Asset Management Partners Inc. 0.20% Add +283.9% 134,355 $7.9M
Stansberry Asset Management, LLC 0.79% Add +0.2% 131,406 $7.7M
ProShare Advisors LLC 0.01% Reduce -4.4% 129,021 $7.6M
Phocas Financial Corp. 0.99% Add +0.6% 128,758 $7.6M
Credit Industriel Et Commercial 1.69% Add +19.3% 125,274 $7.4M
Van Lanschot Kempen Investment Management N.V. 0.06% Reduce -3.9% 125,018 $7.4M
State of Wisconsin Investment Board 0.02% Reduce -29.5% 123,295 $7.3M
Groupe la Francaise 0.10% Add +70.5% 119,386 $7.0M
Retirement Systems of Alabama 0.02% Add +2.6% 117,651 $6.9M
MetLife Investment Management, LLC 0.03% Reduce -2.0% 101,756 $6.0M
Picton Mahoney Asset Management 0.06% No change 100,000 $5.9M
Intech Investment Management LLC 0.05% Add +0.6% 99,011 $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 378 holders