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
T. Rowe Price Associates Inc. 0.00% Add +18.0% 103,865 $6.1M
Phocas Financial Corp. 0.95% Reduce -19.8% 103,269 $6.0M
MetLife Investment Management, LLC 0.03% Reduce -0.1% 101,628 $5.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +28.3% 101,294 $5.9M
American Century Companies Inc. 0.00% New 101,074 $5.9M
NINE MASTS CAPITAL Ltd 1.30% Add +41.6% 100,481 $5.9M
AQR Capital Management 0.00% Add +9.5% 97,888 $5.7M
Guggenheim Capital LLC 0.04% Reduce -1.4% 92,944 $5.4M
Dynamic Technology Lab Private Ltd 0.83% Add +0.0% 87,435 $5.1M
Centiva Capital, LP 0.23% Reduce -64.1% 85,000 $5.0M
Truist Financial Corp. 0.01% Add +3.0% 84,136 $4.9M
Polar Asset Management Partners Inc. 0.15% Reduce -39.9% 80,719 $4.7M
Boothbay Fund Management, LLC 0.11% New 78,213 $4.6M
XTX Topco Ltd 0.08% Add +133.7% 78,148 $4.6M
Macquarie Group Ltd. 0.03% Add +37.4% 76,743 $4.5M
R Squared Ltd 2.44% Add +460.4% 76,056 $4.4M
Vanguard Investments Australia, Ltd. 0.01% — 75,466 $4.4M
Bridgewater Associates 0.02% New 74,919 $4.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 74,903 $4.4M
New York State Teachers Retirement System 0.01% Reduce -4.1% 74,857 $4.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -8.2% 74,792 $4.4M
Capitolis Liquid Global Markets LLC 0.03% — 71,000 $4.2M
Abc Arbitrage SA 0.55% Reduce -15.9% 70,642 $4.1M
Kintayl Capital LP 2.47% Add +28.0% 68,602 $4.0M
Quantinno Capital Management LP 0.01% Add +240.1% 67,016 $3.9M
Quarry LP 0.77% Reduce -61.0% 63,338 $3.7M
Mangrove Partners Im, LLC 0.28% New 59,911 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +2.6% 59,465 $3.5M
Susquehanna International Group, LLP 0.00% Add +38.6% 59,127 $3.5M
HRT Financial LP 0.01% New 53,105 $3.1M
Great Lakes Advisors, LLC 0.03% Reduce -11.0% 52,271 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -95.2% 49,284 $2.9M
Intech Investment Management LLC 0.03% Reduce -50.9% 48,629 $2.8M
New York State Common Retirement Fund 0.00% No change 47,682 $2.8M
Carmignac Gestion 0.04% No change 47,000 $2.7M
Wells Fargo & Company 0.00% Reduce -74.5% 46,381 $2.7M
Gsa Capital Partners LLP 0.16% New 45,099 $2.6M
Fifth Third Bancorp 0.00% Add +6131.7% 43,061 $2.5M
Amalgamated Bank 0.02% Add +2.7% 42,466 $2.5M
Janus Henderson Group PLC 0.00% No change 41,731 $2.4M
Reaves W H & Co. Inc. 0.04% Reduce -98.3% 41,188 $2.4M
SG Americas Securities, LLC 0.00% Add +69.5% 41,162 $2.4M
Van Eck Associates Corp. 0.00% Add +4.4% 40,230 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +2.3% 38,221 $2.2M
Vanguard Global Advisers, LLC 0.00% — 38,057 $2.2M
Mutual of America Capital Management LLC 0.03% Reduce -7.9% 37,566 $2.2M
Capula Management Ltd 0.02% New 36,021 $2.1M
DLD Asset Management, LP 0.61% Reduce -59.6% 34,405 $2.0M
Corient Private Wealth LP 0.00% Add +868.7% 33,285 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +0.0% 31,584 $1.8M
Creative Planning 0.00% Add +9.7% 30,964 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 28,689 $1.7M
BNP Paribas Financial Markets 0.00% Reduce -4.7% 28,679 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -5.0% 28,674 $1.7M
First Manhattan Co. Llc. 0.00% No change 28,464 $1.7M
Louisiana State Employees Retirement System 0.03% Add +4.8% 28,400 $1.7M
Cambiar Investors LLC 0.08% No change 28,008 $1.6M
Police & Firemen's Retirement System of New Jersey 0.01% Add +1.8% 27,598 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.8% 27,289 $1.6M
State of Tennessee, Department of Treasury 0.01% No change 26,937 $1.6M
Arizona State Retirement System 0.01% Add +1.9% 26,926 $1.6M
Engineers Gate Manager LP 0.02% Add +359.9% 26,919 $1.6M
BTG Pactual Asset Management US LLC 0.16% New 26,846 $1.6M
Vista Investment Partners LLC 0.41% Reduce -5.7% 26,449 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +0.3% 26,382 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -91.2% 24,489 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 24,364 $1.4M
Lighthouse Investment Partners, LLC 0.05% Reduce -74.5% 24,187 $1.4M
TD Waterhouse Canada Inc. 0.00% Reduce -45.1% 24,077 $1.4M
State of Michigan Retirement System 0.01% Add +1.7% 23,589 $1.4M
Allstate Corp. 0.01% New 23,295 $1.4M
Sei Investments Co. 0.00% Reduce -5.0% 23,219 $1.4M
Alps Advisors Inc. 0.01% Add +17.3% 22,928 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -27.1% 22,625 $1.3M
Thrivent Financial for Lutherans 0.00% Add +0.1% 22,087 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 21,961 $1.3M
Jump Financial, LLC 0.02% New 21,656 $1.3M
Moody National Bank Trust Division 0.12% Reduce -0.5% 21,384 $1.3M
Brevan Howard Capital Management LP 0.01% Reduce -40.8% 20,505 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +3.1% 20,139 $1.2M
iSAM Funds (UK) Ltd 0.53% New 18,357 $1.1M
Olympiad Research LP 3.15% No change 17,693 $1.0M
New Mexico Educational Retirement Board 0.03% No change 17,500 $1.0M
Prudential Financial Inc. 0.00% Add +123.5% 17,330 $1.0M
Vestcor Inc 0.03% Reduce -80.3% 16,939 $990K
Pictet Asset Management Holding SA 0.00% Add +9.2% 16,887 $987K
Victory Capital Management Inc. 0.00% Add +5.4% 16,620 $972K
Voya Investment Management LLC 0.00% Reduce -2.7% 16,441 $961K
Resona Asset Management Co.,Ltd. 0.00% No change 16,007 $936K
Advisors Asset Management, Inc. 0.02% Reduce -0.9% 15,902 $930K
Russell Investments Group, Ltd. 0.00% Add +28.0% 15,536 $908K
State of Alaska, Department of Revenue 0.01% No change 15,420 $899K
CSS LLC 0.14% Add +46.3% 15,193 $888K
Bank of Montreal 0.00% Reduce -4.9% 15,027 $878K
Pacer Advisors, Inc. 0.00% Add +25.7% 14,471 $846K
Quadrant Capital Group LLC 0.02% Reduce -0.3% 14,234 $832K
Xponance LLC 0.01% Add +15.9% 14,004 $819K
Tidal Investments LLC 0.00% Add +35.7% 13,724 $802K
Mercer Global Advisors Inc. 0.00% Add +38.0% 13,331 $779K
Teacher Retirement System of Texas 0.00% Reduce -9.3% 12,714 $743K
Envestnet Asset Management Inc. 0.00% Reduce -58.5% 12,575 $735K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -0.2% 11,824 $691K
Bank & Trust Co 0.44% Reduce -1.5% 11,090 $648K
Inspire Investing, LLC 0.04% Add +7.8% 11,040 $645K
Tower Research Capital LLC (TRC) 0.02% Add +136.1% 11,009 $644K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.6% 10,969 $641K
Royal Bank of Canada 0.00% Reduce -49.1% 10,962 $640K
GAMMA Investing LLC 0.03% Add +89.2% 10,687 $625K
Meeder Advisory Services, Inc. 0.03% Add +32.6% 10,571 $618K
Defiance ETFs, LLC 0.01% New 10,558 $617K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.1% 10,442 $610K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.5% 9,999 $588K
Cetera Investment Advisers 0.00% Add +4.8% 9,831 $575K
United Capital Financial Advisors, LLC 0.00% Add +69.8% 9,785 $572K
HighTower Advisors, LLC 0.00% Add +47.0% 8,731 $510K
STRS Ohio 0.00% Reduce -51.1% 8,700 $509K
Osaic Holdings, Inc. 0.00% Reduce -3.5% 8,629 $504K
CIBC Bancorp USA Inc. 0.00% — 8,109 $474K
Vident Advisory, LLC 0.00% Reduce -35.8% 8,102 $474K
Cerity Partners LLC 0.00% Add +50.1% 7,981 $467K
Federated Hermes, Inc. 0.00% Reduce -1.1% 7,792 $456K
Vise Technologies, Inc. 0.01% No change 7,506 $442K
Commonwealth Equity Services, LLC 0.00% Reduce -7.5% 7,321 $428K
Securian Asset Management, Inc. 0.02% No change 7,144 $418K
IFM Investors Pty Ltd 0.00% New 7,129 $417K
Savant Capital, LLC 0.00% Add +8.3% 6,922 $405K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +8.8% 6,906 $404K
Cwm, LLC 0.00% Add +143.6% 6,801 $398K
Ballentine Partners, LLC 0.01% Reduce -3.0% 6,789 $397K
Holocene Advisors, LP 0.00% New 6,768 $396K
Tyche Wealth Partners LLC 0.06% Reduce -1.0% 6,659 $389K
Amundi 0.00% Add +20.8% 6,579 $385K
Panagora Asset Management Inc. 0.00% No change 6,506 $380K
LPL Financial LLC 0.00% Reduce -4.9% 6,479 $379K
Parallel Advisors, LLC 0.01% Reduce -11.0% 6,375 $373K
PNC Financial Services Group, Inc. 0.00% Add +3.6% 6,368 $372K
Captrust Financial Advisors 0.00% Add +2.2% 6,319 $369K
FORA Capital, LLC 0.03% Reduce -4.8% 6,303 $368K
Lido Advisors, LLC 0.00% Add +1.8% 6,018 $352K
Fieldview Capital Management, LLC 0.10% Reduce -34.0% 6,009 $351K
One68 Global Capital, LLC 1.13% New 6,000 $348K
Swiss Life Asset Management Ltd 0.00% Add +33.5% 5,934 $347K
Chicago Partners Investment Group LLC 0.01% Add +1.7% 5,861 $345K
Orion Porfolio Solutions, LLC 0.00% Reduce -11.9% 5,851 $342K
Rockefeller Capital Management L.P. 0.00% Add +167.4% 5,778 $338K
Spirit of America Management Corp. 0.06% No change 5,600 $327K
DNB Asset Management AS 0.00% New 5,574 $326K
O'shaughnessy Asset Management, LLC 0.00% Add +16.4% 5,549 $324K
PenderFund Capital Management Ltd. 0.15% New 5,400 $316K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.6% 5,229 $306K
M&T Bank Corp 0.00% Reduce -16.1% 5,006 $293K
FNY Investment Advisers, LLC 0.13% No change 5,000 $292K
Evergreen Capital Management LLC 0.01% Reduce -21.3% 4,788 $280K
Themes Management Co LLC 0.17% Add +33.3% 4,593 $269K
Journey Strategic Wealth LLC 0.01% Add +7.0% 4,550 $266K
Praxis Investment Management Inc. 0.02% No change 4,340 $254K
US Bancorp \de 0.00% Add +1.3% 4,307 $252K
Public Employees Retirement Association of Colorado 0.00% No change 4,251 $249K
AE Wealth Management LLC 0.00% Reduce -50.3% 4,239 $248K
Empowered Funds, LLC 0.00% Add +12.9% 4,208 $246K
DGS Capital Management, LLC 0.04% New 4,130 $241K
Gotham Asset Management 0.00% New 3,874 $226K
Evolve Private Wealth, LLC 0.01% Reduce -1.6% 3,868 $226K
Brooklyn Investment Group 0.01% New 3,862 $226K
Profund Advisors LLC 0.01% Reduce -4.2% 3,859 $226K
WINTON GROUP Ltd 0.01% Reduce -62.0% 3,800 $222K
Public Employees Retirement System of Ohio 0.00% Add +4.9% 3,787 $221K
Benjamin Edwards Inc. 0.00% No change 3,472 $203K
Sterling Capital Management LLC 0.00% Reduce -42.6% 3,361 $196K
Virtus Investment Advisers, LLC 0.05% Add +16.8% 3,223 $188K
Signaturefd, LLC 0.00% Add +3.1% 3,158 $185K
KBC Group NV 0.00% Add +25.6% 3,049 $178K
Larson Financial Group LLC 0.01% Add +149.8% 2,938 $172K
Pinnacle Wealth Planning Services, Inc. 0.02% Reduce -2.3% 2,917 $171K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +44.6% 2,244 $131K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -7.4% 1,886 $110K
Bayforest Capital Ltd 0.11% Reduce -61.3% 1,740 $102K
Simplex Trading, LLC 0.00% Reduce -52.5% 1,695 $99K
Farther Finance Advisors, LLC 0.00% Add +11.4% 1,627 $96K
Allworth Financial LP 0.00% Add +2.4% 1,527 $89K
Jones Financial Companies LLLP 0.00% Reduce -12.7% 1,395 $81K
Hantz Financial Services, Inc. 0.00% Add +46.7% 1,285 $75K
EverSource Wealth Advisors, LLC 0.00% Add +17.1% 1,257 $73K
UMB Bank, n.a. 0.00% Add +3.0% 1,150 $67K
Versant Capital Management, Inc 0.01% Add +32.3% 1,111 $65K
NewEdge Advisors, LLC 0.00% No change 1,081 $63K
Nomura Asset Management Co. Ltd. 0.00% No change 980 $57K
Smartleaf Asset Management LLC 0.00% Reduce -27.6% 913 $54K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.0% 814 $48K
Group One Trading LLC 0.00% No change 770 $45K
Bessemer Group Inc. 0.00% No change 766 $45K
North Star Investment Management Corp. 0.00% No change 730 $43K
IFP Advisors, Inc 0.00% Reduce -33.6% 689 $40K
Eastern Bank 0.00% Reduce -42.8% 686 $40K
Zions Bancorporation, National Association 0.00% No change 560 $33K
Ares Financial Consulting, LLC 0.02% Add +3728.6% 536 $31K
Los Angeles Capital Management LLC 0.00% No change 480 $28K
Hughes Financial Services, LLC 0.00% No change 471 $28K
Huntington National Bank 0.00% Reduce -9.5% 467 $27K
Harbor Capital Advisors, Inc. 0.00% Add +10.3% 448 $26K
Fortis Group Advisors, LLC 0.00% No change 400 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 377 $22K
Westside Investment Management, Inc. 0.00% No change 371 $22K
Optiver Holding B.V. 0.00% Reduce -44.5% 356 $21K
Private Wealth Management Group, LLC 0.00% No change 280 $16K
Advisory Services Network, LLC 0.00% New 269 $16K
Rothschild Investment LLC 0.00% Add +6.9% 263 $15K
Tidemark, LLC 0.00% No change 250 $15K
Destiny Wealth Partners, LLC 0.00% New 250 $15K
Pittenger & Anderson Inc. 0.00% No change 250 $15K
Manchester Capital Management LLC 0.00% No change 225 $13K
Bell Investment Advisors, Inc 0.00% Add +14.9% 224 $13K
Capital Advisors, Ltd. LLC 0.00% No change 219 $13K
Atlantic Union Bankshares Corp 0.00% No change 199 $12K
Bare Financial Services, Inc 0.00% Add +87.6% 197 $12K
Basecamp Wealth Advisors LLC 0.00% No change 188 $11K
Parkside Financial Bank & Trust 0.00% No change 183 $11K
Root Financial Partners, LLC 0.00% Add +79.2% 172 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -42.5% 158 $9K
McGuire Capital Advisors Inc. 0.01% New 155 $9K
Stone House Investment Management, LLC 0.00% Add +638.1% 155 $9K
Smithfield Trust Co 0.00% No change 150 $9K
Elequin Capital, LP 0.00% Reduce -55.4% 153 $9K
Assetmark, Inc. 0.00% Add +221.1% 122 $7K
Covestor Ltd 0.00% Reduce -49.2% 126 $7K
Clearstead Trust, LLC 0.00% No change 116 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -15.6% 114 $7K
Ascentis Independent Advisors 0.00% New 103 $6K
Brown Brothers Harriman & Co. 0.00% Reduce -33.3% 100 $6K
GHP Investment Advisors, Inc. 0.00% Add +11.8% 95 $6K
Farmers & Merchants Investments Inc. 0.00% No change 81 $5K
Torren Management, LLC 0.00% Reduce -66.2% 79 $5K
WealthCollab, LLC 0.00% No change 76 $4K
MAI Capital Management 0.00% Add +787.5% 71 $4K
Cornerstone Planning Group LLC 0.00% Add +112.5% 68 $4K
Acumen Wealth Advisors, LLC 0.00% Reduce -6.8% 68 $4K
Blue Trust, Inc. 0.00% Reduce -6.8% 68 $4K
Cedar Mountain Advisors, LLC 0.00% New 63 $4K
Highline Wealth Partners LLC 0.00% No change 59 $3K
Millstone Evans Group, LLC 0.00% No change 53 $3K
Heritage Wealth Advisors 0.00% No change 50 $3K
Whittier Trust Co. 0.00% New 47 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 47 $3K
Prestige Wealth Management Group LLC 0.00% No change 43 $3K
Essential Partners LLC 0.00% Add +23.5% 42 $2K
JFS Wealth Advisors, LLC 0.00% No change 41 $2K
Whipplewood Advisors, LLC 0.00% New 37 $2K
Private Trust Co. NA 0.00% No change 36 $2K
TD Private Client Wealth LLC 0.00% Add +33.3% 36 $2K
Physician Wealth Advisors, Inc. 0.00% Add +34.6% 35 $2K
WPG Advisers, LLC 0.00% No change 34 $2K
Wall Street Financial Group, Inc. 0.00% New 34 $2K
Rossby Financial, LCC 0.00% Add +200.0% 33 $2K
MCF Advisors LLC 0.00% No change 30 $2K
Sankala Group LLC 0.00% No change 30 $2K
SJS Investment Consulting Inc. 0.00% Add +23.8% 26 $2K
International Assets Investment Management, LLC 0.00% No change 26 $2K
Clearstead Advisors, LLC 0.00% Reduce -91.0% 25 $1K
Quent Capital, LLC 0.00% Reduce -14.3% 24 $1K
Kilter Group LLC 0.00% No change 22 $1K
Marquette Asset Management, LLC 0.00% No change 22 $1K
NBT Bank, N.A. 0.00% New 22 $1K
Harbour Investments, Inc. 0.00% New 20 $1K
Rialto Wealth Management, LLC 0.00% Add +900.0% 20 $1K
True Wealth Design, LLC 0.00% New 19 $1K
Cornerstone Financial Management LLC 0.00% No change 17 $994
AdvisorNet Financial, Inc 0.00% Add +6.3% 17 $994
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $760
SHP Wealth Management 0.00% New 12 $702
Rakuten Securities, Inc. 0.00% No change 10 $585
Sunbelt Securities, Inc. 0.00% No change 10 $585
Financial Management Professionals, Inc. 0.00% No change 8 $468
Investors Portfolio Services LLC 0.00% New 5 $296
Horizon Investments, LLC 0.00% New 4 $234
SBI Securities Co., Ltd. 0.00% Reduce -20.0% 4 $234
Dunhill Financial, LLC 0.00% No change 2 $128
TFC Financial Management, Inc. 0.00% No change 2 $117
HFM Investment Advisors, LLC 0.00% No change 2 $117
Keating Financial Advisory Services, Inc. 0.00% Add +100.0% 2 $117
Bay Harbor Wealth Management, LLC 0.00% No change 2 $116

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