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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $138.8M |
| Exits | 36 | $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 |
| Lighthouse Investment Partners, LLC | 0.19% | Add +19.7% | 94,757 | $5.6M |
| Guggenheim Capital LLC | 0.04% | Reduce -3.8% | 94,275 | $5.6M |
| California State Teachers Retirement System | 0.01% | Reduce -0.2% | 89,696 | $5.3M |
| AQR Capital Management | 0.00% | Add +4.2% | 89,407 | $5.3M |
| Capricorn Fund Managers Ltd | 1.26% | New | 88,529 | $5.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.2% | 88,027 | $5.2M |
| Dynamic Technology Lab Private Ltd | 1.17% | Reduce -0.1% | 87,419 | $5.1M |
| Vestcor Inc | 0.14% | Reduce -4.3% | 85,760 | $5.0M |
| DLD Asset Management, LP | 1.73% | Add +17.9% | 85,081 | $5.0M |
| Abc Arbitrage SA | 0.46% | Add +50.0% | 84,026 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +5.5% | 81,653 | $4.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 81,496 | $4.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +14.7% | 78,940 | $4.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.7% | 78,041 | $4.6M |
| NINE MASTS CAPITAL Ltd | 0.94% | Add +69.0% | 70,981 | $4.2M |
| Magellan Asset Management Ltd | 0.05% | Add +4.4% | 63,543 | $3.7M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -31.8% | 58,747 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.0% | 57,955 | $3.4M |
| Dark Forest Capital Management LP | 0.15% | Add +259.7% | 57,444 | $3.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +3.5% | 56,954 | $3.4M |
| Macquarie Group Ltd. | 0.01% | Reduce -3.2% | 55,862 | $3.3M |
| Kintayl Capital LP | 1.90% | Add +51.5% | 53,577 | $3.2M |
| Comerica Bank | 0.01% | Add +8.5% | 52,602 | $3.1M |
| New York State Common Retirement Fund | 0.00% | No change | 47,682 | $2.8M |
| Carmignac Gestion | 0.04% | New | 47,000 | $2.8M |
| Angelo Gordon & Co., L.P. | 0.31% | Reduce -55.3% | 45,000 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -28.1% | 43,829 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +53.8% | 42,651 | $2.5M |
| Janus Henderson Group PLC | 0.00% | No change | 41,731 | $2.5M |
| Amalgamated Bank | 0.02% | Reduce -0.7% | 41,365 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -6.9% | 40,796 | $2.4M |
| Kapitalo Investimentos Ltda | 0.45% | New | 39,978 | $2.4M |
| Van Eck Associates Corp. | 0.00% | Add +10.0% | 38,526 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.7% | 37,355 | $2.2M |
| ExodusPoint Capital Management, LP | 0.02% | Add +390.0% | 37,277 | $2.2M |
| Mint Tower Capital Management B.V. | 0.65% | Reduce -41.8% | 35,000 | $2.1M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -40.6% | 34,661 | $2.0M |
| XTX Topco Ltd | 0.05% | Add +115.2% | 33,440 | $2.0M |
| Jain Global LLC | 0.02% | New | 33,342 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.4% | 31,582 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -45.0% | 31,015 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Add +2.0% | 30,181 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.1% | 30,318 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +12.9% | 30,092 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 28,689 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | No change | 28,464 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.3% | 28,362 | $1.7M |
| Creative Planning | 0.00% | Add +14.2% | 28,231 | $1.7M |
| Vista Investment Partners LLC | 0.43% | Reduce -4.6% | 28,054 | $1.7M |
| Cambiar Investors LLC | 0.07% | No change | 28,008 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.9% | 27,104 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +2.6% | 27,100 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 26,937 | $1.6M |
| Occudo Quantitative Strategies LP | 0.11% | New | 26,883 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -5.8% | 26,424 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.4% | 26,289 | $1.5M |
| Diametric Capital, LP | 0.40% | Reduce -11.4% | 25,067 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -0.2% | 24,427 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 24,364 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Add +105.0% | 24,279 | $1.4M |
| State of Michigan Retirement System | 0.01% | Add +2.7% | 23,189 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.3% | 22,074 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +3.8% | 21,932 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -28.3% | 21,556 | $1.3M |
| Moody National Bank Trust Division | 0.12% | Add +0.7% | 21,480 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +36.8% | 19,703 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +27.4% | 19,550 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.1% | 19,539 | $1.2M |
| STRS Ohio | 0.00% | Reduce -29.9% | 17,800 | $1.0M |
| Olympiad Research LP | 2.77% | No change | 17,693 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 17,500 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -95.5% | 17,391 | $1.0M |
| Voya Investment Management LLC | 0.00% | No change | 16,890 | $994K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -2.0% | 16,047 | $945K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 16,007 | $942K |
| Bank of Montreal | 0.00% | Add +1.4% | 15,804 | $931K |
| Victory Capital Management Inc. | 0.00% | Reduce -92.9% | 15,764 | $928K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.7% | 15,461 | $910K |
| State of Alaska, Department of Revenue | 0.01% | Add +17.5% | 15,420 | $906K |
| Two Sigma Advisers, LP | 0.00% | New | 15,200 | $895K |
| Quadrant Capital Group LLC | 0.03% | Add +1.0% | 14,272 | $840K |
| Teacher Retirement System of Texas | 0.00% | Reduce -39.6% | 14,024 | $826K |
| R Squared Ltd | 0.37% | New | 13,571 | $799K |
| Mariner, LLC | 0.00% | Reduce -56.7% | 13,531 | $796K |
| Vident Advisory, LLC | 0.01% | Add +33.7% | 12,624 | $743K |
| Abel Hall, LLC | 0.17% | New | 12,290 | $724K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.4% | 12,134 | $714K |
| Xponance LLC | 0.01% | Reduce -10.9% | 12,087 | $712K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | Reduce -5.7% | 11,844 | $697K |
| Pacer Advisors, Inc. | 0.00% | Reduce -41.2% | 11,516 | $678K |
| Bank & Trust Co | 0.47% | No change | 11,261 | $663K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.6% | 10,900 | $642K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.8% | 10,457 | $616K |
| CSS LLC | 0.10% | Reduce -42.9% | 10,388 | $612K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.2% | 10,259 | $605K |
| Inspire Investing, LLC | 0.05% | Reduce -1.3% | 10,245 | $603K |
| Tidal Investments LLC | 0.00% | Add +98.1% | 10,115 | $596K |
| WINTON GROUP Ltd | 0.02% | Reduce -95.8% | 10,000 | $589K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -98.6% | 9,734 | $573K |
| Mercer Global Advisors Inc. | 0.00% | Add +16.2% | 9,663 | $569K |
| AlphaQuest LLC | 0.03% | Reduce -81.4% | 9,474 | $558K |
| Cetera Investment Advisers | 0.00% | Add +101.3% | 9,383 | $552K |
| Fieldview Capital Management, LLC | 0.09% | New | 9,105 | $536K |
| FORA Capital, LLC | 0.06% | New | 6,619 | $529K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.7% | 8,942 | $527K |
| Massar Capital Management, LP | 0.10% | New | 8,846 | $521K |
| Kestra Investment Management, LLC | 0.01% | Add +9.0% | 8,548 | $503K |
| AE Wealth Management LLC | 0.00% | Add +19.6% | 8,527 | $502K |
| L2 Asset Management, LLC | 0.06% | Add +30.2% | 8,187 | $482K |
| Meeder Advisory Services, Inc. | 0.02% | Add +27.1% | 7,973 | $469K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 7,914 | $466K |
| Federated Hermes, Inc. | 0.00% | Add +31.8% | 7,883 | $464K |
| Prudential Financial Inc. | 0.00% | Reduce -45.2% | 7,755 | $457K |
| Vise Technologies, Inc. | 0.01% | New | 7,506 | $442K |
| Parallel Advisors, LLC | 0.01% | Add +399.6% | 7,160 | $422K |
| Securian Asset Management, Inc. | 0.02% | Add +1.1% | 7,144 | $421K |
| Ballentine Partners, LLC | 0.01% | Add +0.3% | 6,999 | $412K |
| LPL Financial LLC | 0.00% | Reduce -3.9% | 6,811 | $401K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.5% | 6,726 | $396K |
| Cibc World Markets Corp. | 0.00% | — | 6,669 | $393K |
| Mackenzie Financial Corp. | 0.00% | Add +8.3% | 6,675 | $393K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +66.6% | 6,643 | $391K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.2% | 6,622 | $390K |
| Panagora Asset Management Inc. | 0.00% | Reduce -13.4% | 6,506 | $383K |
| Savant Capital, LLC | 0.00% | Add +6.7% | 6,394 | $376K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -1.6% | 6,345 | $374K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 6,183 | $364K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 6,145 | $362K |
| Evergreen Capital Management LLC | 0.01% | Add +22.1% | 6,083 | $358K |
| Dockside LLC | 0.09% | — | 5,998 | $353K |
| Two Sigma Investments, LP | 0.00% | Reduce -64.1% | 5,986 | $352K |
| M&T Bank Corp | 0.00% | Reduce -27.0% | 5,966 | $352K |
| HighTower Advisors, LLC | 0.00% | New | 5,941 | $350K |
| Sterling Capital Management LLC | 0.01% | Reduce -13.3% | 5,853 | $345K |
| Engineers Gate Manager LP | 0.00% | Reduce -82.8% | 5,853 | $345K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 5,765 | $342K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,762 | $339K |
| Lido Advisors, LLC | 0.00% | Add +16.4% | 5,913 | $336K |
| GAMMA Investing LLC | 0.02% | Add +12.8% | 5,650 | $333K |
| Spirit of America Management Corp. | 0.07% | No change | 5,600 | $330K |
| Amundi | 0.00% | New | 5,446 | $321K |
| Cerity Partners LLC | 0.00% | New | 5,317 | $313K |
| Greenland Capital Management LP | 0.05% | Reduce -50.1% | 5,316 | $313K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 5,259 | $310K |
| Moore Capital Management, LP | 0.01% | Reduce -90.0% | 5,000 | $294K |
| FNY Investment Advisers, LLC | 0.08% | No change | 5,000 | $294K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 4,900 | $289K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.3% | 4,765 | $281K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -52.4% | 4,662 | $274K |
| Bayforest Capital Ltd | 0.20% | Reduce -30.1% | 4,500 | $265K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 4,445 | $262K |
| Praxis Investment Management Inc. | 0.02% | No change | 4,340 | $256K |
| US Bancorp \de | 0.00% | Add +1.4% | 4,252 | $250K |
| Journey Strategic Wealth LLC | 0.01% | Add +9.7% | 4,251 | $250K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,251 | $250K |
| Profund Advisors LLC | 0.01% | Add +2.8% | 4,026 | $237K |
| Evolve Private Wealth, LLC | 0.01% | — | 3,929 | $231K |
| GPS Wealth Strategies Group, LLC | 0.19% | Reduce -33.9% | 3,807 | $224K |
| Empowered Funds, LLC | 0.00% | New | 3,727 | $219K |
| Jane Street Group, LLC | 0.00% | Reduce -96.6% | 3,627 | $214K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.8% | 3,611 | $213K |
| Simplex Trading, LLC | 0.01% | Reduce -32.9% | 3,569 | $210K |
| Benjamin Edwards Inc. | 0.00% | New | 3,472 | $204K |
| Themes Management Co LLC | 0.16% | — | 3,445 | $203K |
| Corient Private Wealth LP | 0.00% | New | 3,436 | $202K |
| Signaturefd, LLC | 0.00% | Add +12.3% | 3,063 | $180K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 2,987 | $176K |
| Global Retirement Partners, LLC | 0.00% | Add +26.6% | 2,858 | $168K |
| Cwm, LLC | 0.00% | Add +2.0% | 2,792 | $164K |
| Virtus Investment Advisers, LLC | 0.04% | New | 2,759 | $162K |
| KBC Group NV | 0.00% | No change | 2,428 | $143K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.6% | 2,161 | $127K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 2,037 | $120K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.1% | 1,857 | $109K |
| Jones Financial Companies LLLP | 0.00% | Add +23.5% | 1,598 | $94K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +33.6% | 1,552 | $91K |
| Trust Co. of Vermont | 0.00% | No change | 1,500 | $88K |
| Allworth Financial LP | 0.00% | Add +9.3% | 1,492 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.5% | 1,461 | $86K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -10.5% | 1,387 | $82K |
| Smartleaf Asset Management LLC | 0.00% | Add +23.0% | 1,262 | $74K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,255 | $74K |
| Eastern Bank | 0.00% | No change | 1,199 | $71K |
| Larson Financial Group LLC | 0.00% | Reduce -15.1% | 1,176 | $69K |
| UMB Bank, n.a. | 0.00% | Reduce -2.5% | 1,117 | $66K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,081 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -41.6% | 1,073 | $63K |
| IFP Advisors, Inc | 0.00% | No change | 1,038 | $61K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 980 | $58K |
| Hantz Financial Services, Inc. | 0.00% | Add +59.0% | 876 | $52K |
| Versant Capital Management, Inc | 0.01% | Add +27.3% | 840 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 839 | $49K |
| Group One Trading LLC | 0.00% | New | 770 | $45K |
| Bessemer Group Inc. | 0.00% | Reduce -12.7% | 766 | $45K |
| North Star Investment Management Corp. | 0.00% | No change | 730 | $43K |
| Fifth Third Bancorp | 0.00% | Reduce -2.7% | 691 | $41K |
| Optiver Holding B.V. | 0.00% | Reduce -23.0% | 642 | $38K |
| Zions Bancorporation, National Association | 0.00% | New | 560 | $33K |
| Huntington National Bank | 0.00% | Reduce -16.0% | 516 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | New | 506 | $30K |
| Hughes Financial Services, LLC | 0.00% | Add +0.2% | 471 | $28K |
| Los Angeles Capital Management LLC | 0.00% | New | 480 | $27K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 406 | $24K |
| Fortis Group Advisors, LLC | 0.00% | No change | 400 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 377 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 371 | $22K |
| Elequin Capital, LP | 0.00% | New | 343 | $20K |
| DV Trading LLC | 0.00% | — | 304 | $18K |
| DV Equities, LLC | 0.00% | — | 300 | $18K |
| Private Wealth Management Group, LLC | 0.00% | No change | 280 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +162.3% | 278 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 275 | $16K |
| Covestor Ltd | 0.01% | Add +10.7% | 248 | $15K |
| Tidemark, LLC | 0.00% | No change | 250 | $15K |
| Pittenger & Anderson Inc. | 0.00% | New | 250 | $15K |
| Rothschild Investment LLC | 0.00% | Add +32.3% | 246 | $14K |
| Torren Management, LLC | 0.01% | — | 234 | $14K |
| Manchester Capital Management LLC | 0.00% | Add +10.8% | 225 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 219 | $13K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -69.2% | 201 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 199 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.7% | 195 | $11K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 188 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +34.6% | 183 | $11K |
| Smithfield Trust Co | 0.00% | No change | 150 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 150 | $9K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 135 | $8K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 117 | $7K |
| Clearstead Trust, LLC | 0.00% | No change | 116 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +144.2% | 105 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 98 | $6K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.0% | 96 | $6K |
| Arax Advisory Partners | 0.00% | New | 95 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 85 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 81 | $5K |
| WealthCollab, LLC | 0.00% | No change | 76 | $4K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 73 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -84.9% | 73 | $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% | No change | 52 | $3K |
| Heritage Wealth Advisors | 0.00% | No change | 50 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 43 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 41 | $2K |
| Assetmark, Inc. | 0.00% | No change | 38 | $2K |
| Private Trust Co. NA | 0.00% | No change | 36 | $2K |
| WPG Advisers, LLC | 0.00% | Add +54.5% | 34 | $2K |
| Essential Partners LLC | 0.00% | Reduce -15.0% | 34 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +39.1% | 32 | $2K |
| Sankala Group LLC | 0.00% | — | 30 | $2K |
| MCF Advisors LLC | 0.00% | No change | 30 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -15.2% | 28 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 27 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +52.9% | 26 | $2K |
| International Assets Investment Management, LLC | 0.00% | New | 26 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 25 | $1K |
| Kilter Group LLC | 0.00% | Reduce -31.3% | 22 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 22 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +320.0% | 21 | $1K |
| Stone House Investment Management, LLC | 0.00% | No change | 21 | $1K |
| Financial Consulate, Inc. | 0.00% | New | 18 | $1K |
| Cornerstone Financial Management LLC | 0.00% | — | 17 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Add +128.6% | 16 | $942 |
| Ares Financial Consulting, LLC | 0.00% | — | 14 | $824 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $766 |
| Rossby Financial, LCC | 0.00% | New | 11 | $648 |
| Rakuten Securities, Inc. | 0.00% | New | 10 | $589 |
| Sunbelt Securities, Inc. | 0.00% | No change | 10 | $589 |
| MAI Capital Management | 0.00% | No change | 8 | $472 |
| Financial Management Professionals, Inc. | 0.00% | No change | 8 | $471 |
| SBI Securities Co., Ltd. | 0.00% | Add +66.7% | 5 | $294 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $129 |
| TFC Financial Management, Inc. | 0.00% | No change | 2 | $118 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $118 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $118 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $117 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $59 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $59 |
"% of holder's portfolio" is TXNM's weight in each manager's 13F, not the share of TXNM Energy Inc. the manager owns.