TXNM EnergyTXNM

13F holders, Q1 2026 (March 31)
380holders +2
40new positions
33sold out
10famous investors
$58.42avg. 13F price*

At the end of Q1 2026, 380 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 2 from Q4 2025. 40 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($781.1M), Blackstone Inc. ($467.7M) and Balyasny Asset Management L.P. ($417.0M). 10 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Israel Englander (0.2% of Millennium Management'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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions40$124.9M
Exits33$169.0M

All 13F filers, Q4 2025 → Q1 2026: 18,004,435 shares bought and 14,442,148 shares sold, net +3,562,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 380 holders

BlackRock, Inc. 0.01% Add +0.7% 13,360,707 $781.1M
Blackstone Inc. 1.92% No change 8,000,000 $467.7M
Balyasny Asset Management L.P. 0.86% Add +108.9% 7,133,543 $417.0M
Vanguard Portfolio Management LLC 0.02% — 6,549,899 $382.9M
Vanguard Capital Management LLC 0.01% — 4,714,718 $275.6M
State Street Corp. 0.01% Add +2.8% 3,883,309 $227.0M
Millennium Management 0.16% Add +20.4% 3,529,510 $206.3M
HBK Investments L P 2.43% Add +79.2% 3,040,938 $177.8M
Pentwater Capital Management LP 1.16% Add +69.6% 2,800,000 $163.7M
Geode Capital Management, LLC 0.01% Add +8.6% 2,791,413 $163.2M
Goldman Sachs Group Inc. 0.02% Add +21.1% 2,339,484 $136.8M
UBS Group AG 0.02% Add +63.2% 2,031,304 $118.8M
AQR Arbitrage LLC 2.03% Add +49.6% 1,765,847 $103.2M
Zimmer Partners, LP 2.29% Reduce -17.7% 1,532,247 $89.6M
Healthcare of Ontario Pension Plan Trust Fund 0.15% Add +420.4% 1,519,657 $88.8M
Morgan Stanley 0.01% Add +103.3% 1,478,197 $86.4M
Magnetar Financial LLC 0.93% Reduce -13.2% 1,475,138 $86.2M
Empyrean Capital Partners, LP 3.00% No change 1,442,554 $84.3M
Verition Fund Management LLC 0.81% Add +55.6% 1,347,251 $78.8M
Qube Research & Technologies Ltd 0.10% Add +29.4% 1,252,234 $73.2M
Charles Schwab Investment Management Inc. 0.01% Add +1.2% 1,233,668 $72.1M
JPMorgan Chase & Co. 0.00% Add +89.1% 1,136,360 $66.6M
Northern Trust Corp. 0.01% Reduce -5.0% 1,130,670 $66.1M
Alliancebernstein L.P. 0.02% Add +9.9% 1,091,278 $64.3M
Melqart Asset Management (UK) Ltd 6.06% Add +33.0% 1,050,947 $61.4M
Invesco Ltd. 0.01% Reduce -17.9% 919,770 $53.8M
Gabelli Funds LLC 0.36% Add +2.1% 893,714 $52.2M
Alberta Investment Management Corp 0.36% Add +45.7% 891,387 $52.1M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -3.0% 857,183 $50.1M
Franklin Resources Inc. 0.01% Reduce -0.2% 818,066 $47.8M
Hudson Bay Capital Management LP 0.31% Reduce -2.0% 792,110 $46.3M
GAMCO Investors 0.44% Reduce -2.3% 755,326 $44.2M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 753,314 $44.0M
Marshall Wace, LLP 0.05% Add +4.0% 716,834 $41.9M
LMR Partners LLP 0.49% Add +3.9% 698,496 $40.8M
Caxton Associates LLP 0.94% New 695,635 $40.7M
HSBC Holdings PLC 0.02% Add +3840.9% 685,364 $40.0M
Water Island Capital LLC 5.55% Add +17.1% 674,867 $39.5M
Sand Grove Capital Management LLP 9.05% Add +11.0% 662,081 $38.7M
Vanguard Fiduciary Trust Co. 0.01% — 639,622 $37.4M
Dimensional Fund Advisors LP 0.01% Reduce -58.6% 631,321 $36.9M
First Trust Advisors LP 0.02% Reduce -3.6% 583,665 $34.1M
D. E. Shaw & Co. 0.03% Reduce -60.2% 565,921 $33.1M
Nexpoint Asset Management, L.P. 2.21% Add +7.3% 540,239 $31.6M
GMO 0.08% Reduce -30.9% 515,726 $30.1M
Alpine Associates Management Inc. 1.76% Add +1.1% 512,106 $29.9M
Readystate Asset Management LP 2.74% No change 456,446 $26.7M
Legal & General Group Plc 0.01% Reduce -8.6% 445,979 $26.1M
Governors Lane LP 3.26% Reduce -50.7% 444,414 $26.0M
FMR LLC 0.00% Reduce -45.4% 427,938 $25.0M
Woodline Partners LP 0.09% Reduce -4.4% 413,843 $24.2M
Segall Bryant & Hamill, LLC 0.35% Reduce -5.0% 413,199 $24.2M
Squarepoint Ops LLC 0.05% Add +11.9% 373,882 $21.9M
River Road Asset Management, LLC 0.24% Reduce -55.5% 360,823 $21.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 3.01% Add +11.4% 346,186 $20.2M
Citigroup Inc. 0.01% Add +30.0% 339,638 $19.9M
Two Sigma Investments, LP 0.02% Add +5399.1% 329,179 $19.2M
Rhumbline Advisers 0.02% Add +3.1% 322,117 $18.8M
Bank of America Corp. 0.00% Add +9.9% 305,595 $17.9M
Kennedy Capital Management LLC 0.37% Reduce -8.4% 299,476 $17.5M
Citadel Advisors 0.01% Reduce -79.5% 292,991 $17.1M
CIBRA Capital Ltd 8.00% New 283,458 $16.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% Reduce -3.6% 278,275 $16.3M
Barclays PLC 0.01% Add +24.4% 268,251 $15.7M
Arrowstreet Capital, Limited Partnership 0.01% New 249,098 $14.6M
Groupe la Francaise 0.18% Add +161.2% 311,832 $13.2M
Nuveen, LLC 0.00% Add +1.2% 225,265 $13.2M
Principal Financial Group Inc. 0.01% Reduce -43.6% 220,414 $12.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -29.6% 217,670 $12.7M
Prelude Capital Management, LLC 0.90% Reduce -15.4% 200,990 $11.7M
Swiss National Bank 0.01% Add +2.0% 194,000 $11.3M
Picton Mahoney Asset Management 0.12% Add +90.0% 190,000 $11.1M
Tudor Investment Corporation 0.06% Reduce -44.5% 187,909 $11.0M
Yaupon Capital Management LP 0.50% Reduce -32.8% 174,858 $10.2M
California Public Employees Retirement System 0.01% Reduce -30.6% 171,831 $10.0M
State of Wisconsin Investment Board 0.02% Add +34.2% 165,410 $9.7M
Weiss Asset Management LP 0.25% New 165,405 $9.7M
Deutsche Bank AG 0.00% Reduce -66.0% 165,168 $9.7M
Toronto Dominion Bank 0.02% Add +10.3% 160,695 $9.4M
Athos Capital Ltd 2.89% Add +16.0% 160,242 $9.4M
Credit Industriel Et Commercial 1.59% Add +23.4% 154,653 $9.0M
Capricorn Fund Managers Ltd 1.38% Add +70.6% 151,009 $8.8M
Aberdeen Group plc 0.01% Reduce -58.6% 150,600 $8.8M
Point72 Asset Management 0.02% New 150,487 $8.8M
New York Life Investment Management LLC 0.07% Reduce -5.7% 150,025 $8.8M
Birnam Oak Advisors, LP 2.36% Reduce -61.4% 146,650 $8.6M
Man Group plc 0.02% Reduce -13.5% 144,252 $8.4M
Raymond James Financial Inc. 0.00% Reduce -47.9% 142,434 $8.3M
Occudo Quantitative Strategies LP 0.44% Add +406.9% 136,282 $8.0M
Ameriprise Financial Inc. 0.00% Add +0.9% 136,113 $8.0M
Skandinaviska Enskilda Banken AB (publ) 0.18% Add +135.1% 133,908 $7.8M
Freestone Grove Partners LP 0.06% Reduce -12.1% 131,813 $7.7M
ProShare Advisors LLC 0.01% Add +0.5% 129,642 $7.6M
Susquehanna Portfolio Strategies, LLC 0.11% Reduce -20.8% 127,179 $7.4M
Retirement Systems of Alabama 0.02% Add +2.1% 120,178 $7.0M
Jane Street Group, LLC 0.01% Add +3155.5% 118,078 $6.9M
California State Teachers Retirement System 0.01% Add +31.1% 117,558 $6.9M
Magellan Asset Management Ltd 0.08% Add +75.3% 111,395 $6.5M
Mint Tower Capital Management B.V. 1.40% Add +214.3% 110,000 $6.4M
Stansberry Asset Management, LLC 0.67% Reduce -17.3% 108,711 $6.4M

"% 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 380 holders