TXNM EnergyTXNM

13F holders, Q2 2026 (June 30)
385holders +5
44new positions
36sold out
10famous investors
$56.76avg. 13F price*

At the end of Q2 2026, 385 institutions reported holding TXNM Energy Inc. (TXNM) in their 13F filings, up 5 from Q1 2026. 44 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($828.8M), Blackstone Inc. ($454.2M) and Balyasny Asset Management L.P. ($403.9M). 10 famous investors held it, including Mario Gabelli (0.4% of GAMCO Investors's portfolio), Israel Englander (0.1% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions44$157.9M
Exits36$152.3M

All 13F filers, Q1 2026 → Q2 2026: 15,298,256 shares bought and 15,187,380 shares sold, net +110,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 385 holders

BlackRock, Inc. 0.01% Add +9.2% 14,595,837 $828.8M
Blackstone Inc. 1.50% No change 8,000,000 $454.2M
Balyasny Asset Management L.P. 0.76% Reduce -0.3% 7,113,061 $403.9M
Vanguard Portfolio Management LLC 0.02% Add +2.9% 6,740,196 $382.7M
Pentwater Capital Management LP 2.94% Add +131.7% 6,487,500 $368.4M
Vanguard Capital Management LLC 0.01% Add +2.7% 4,842,279 $274.9M
State Street Corp. 0.01% Add +6.2% 4,124,968 $234.2M
Geode Capital Management, LLC 0.01% Add +7.3% 2,996,464 $170.2M
Millennium Management 0.10% Reduce -30.0% 2,470,809 $140.3M
Norges Bank 0.01% — 2,264,722 $128.6M
Goldman Sachs Group Inc. 0.01% Reduce -5.7% 2,206,304 $125.3M
Qube Research & Technologies Ltd 0.13% Add +66.4% 2,084,253 $118.3M
AQR Arbitrage LLC 1.77% Add +2.6% 1,812,443 $102.9M
Morgan Stanley 0.00% Add +7.1% 1,583,353 $89.9M
Magnetar Financial LLC 0.83% Reduce -1.8% 1,448,220 $82.2M
Melqart Asset Management (UK) Ltd 7.40% Add +30.4% 1,370,244 $77.8M
Alliancebernstein L.P. 0.03% Add +21.8% 1,328,638 $77.7M
Charles Schwab Investment Management Inc. 0.01% Add +2.3% 1,262,285 $71.7M
Northern Trust Corp. 0.01% Add +6.9% 1,208,968 $68.6M
Invesco Ltd. 0.01% Add +30.9% 1,203,808 $68.4M
Verition Fund Management LLC 0.52% Reduce -10.7% 1,203,109 $68.3M
Governors Lane LP 6.17% Add +142.8% 1,079,170 $61.3M
LMR Partners LLP 0.48% Add +35.1% 943,488 $53.6M
Gabelli Funds LLC 0.34% Add +4.5% 933,521 $53.0M
HSBC Holdings PLC 0.02% Add +29.8% 889,385 $50.7M
Marshall Wace, LLP 0.04% Add +24.1% 889,956 $50.5M
Hudson Bay Capital Management LP 0.27% Add +12.1% 888,032 $50.4M
Empyrean Capital Partners, LP 1.76% Reduce -43.7% 812,554 $46.1M
Nexpoint Asset Management, L.P. 3.09% Add +50.1% 811,090 $46.1M
UBS Group AG 0.01% Reduce -60.5% 803,015 $45.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -7.6% 791,704 $45.0M
Alberta Investment Management Corp 0.29% Reduce -11.2% 791,387 $44.9M
GAMCO Investors 0.38% Reduce -1.2% 746,544 $42.4M
Bank of New York Mellon Corp 0.01% Reduce -1.3% 743,474 $42.2M
Water Island Capital LLC 4.64% Add +9.3% 737,734 $41.9M
GMO 0.09% Add +33.6% 688,984 $39.1M
Vanguard Fiduciary Trust Co. 0.01% Add +4.2% 666,367 $37.8M
Renaissance Technologies 0.05% New 645,558 $36.7M
Two Sigma Investments, LP 0.03% Add +85.0% 609,070 $34.6M
First Trust Advisors LP 0.02% Reduce -5.9% 549,405 $31.2M
Sand Grove Capital Management LLP 8.05% Reduce -23.5% 506,546 $28.8M
HBK Investments L P 0.35% Reduce -84.0% 484,938 $27.5M
Alpine Associates Management Inc. 1.54% Reduce -15.4% 433,368 $24.6M
Squarepoint Ops LLC 0.05% Add +15.3% 430,937 $24.5M
Legal & General Group Plc 0.01% Reduce -4.3% 427,046 $24.2M
Weiss Asset Management LP 0.40% Add +148.8% 411,513 $23.4M
Segall Bryant & Hamill, LLC 0.27% Reduce -4.4% 395,077 $22.4M
GABELLI & Co INVESTMENT ADVISERS, INC. 3.25% Add +13.1% 391,636 $22.2M
Calamos Advisors LLC 0.11% New 380,686 $21.6M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -75.3% 375,613 $21.3M
Readystate Asset Management LP 1.40% Reduce -18.3% 372,964 $21.2M
Caxton Associates LLP 0.40% Reduce -46.5% 372,254 $21.1M
Citadel Advisors 0.01% Add +23.6% 362,001 $20.6M
Bank of America Corp. 0.00% Add +17.8% 360,040 $20.4M
Arrowstreet Capital, Limited Partnership 0.01% Add +41.5% 352,411 $20.0M
Rhumbline Advisers 0.01% Add +4.4% 336,267 $19.1M
Glazer Capital, LLC 0.47% New 323,587 $18.4M
River Road Asset Management, LLC 0.20% Reduce -12.3% 316,352 $18.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +211.0% 315,011 $17.9M
Capula Management Ltd 0.08% Add +753.9% 307,584 $17.5M
Picton Mahoney Asset Management 0.16% Add +57.9% 300,000 $17.0M
Man Group plc 0.03% Add +107.3% 299,090 $17.0M
Wells Fargo & Company 0.00% Add +540.5% 297,087 $16.9M
Kennedy Capital Management LLC 0.29% Reduce -4.4% 286,261 $16.3M
Woodline Partners LP 0.05% Reduce -32.2% 280,760 $15.9M
Nuveen, LLC 0.00% Add +21.2% 272,933 $15.5M
Trexquant Investment LP 0.10% New 270,666 $15.4M
JPMorgan Chase & Co. 0.00% Reduce -76.7% 265,004 $15.4M
PSquared Asset Management AG 5.03% New 274,400 $15.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.07% Reduce -5.4% 263,295 $14.9M
Groupe la Francaise 0.18% Add +9.7% 341,953 $14.3M
Tudor Investment Corporation 0.06% Add +24.9% 234,603 $13.3M
Principal Financial Group Inc. 0.01% Add +3.1% 227,345 $12.9M
Nearwater Capital Markets, Ltd 0.22% New 223,100 $12.7M
Franklin Resources Inc. 0.00% Reduce -73.2% 219,290 $12.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.6% 214,209 $12.2M
State of Wisconsin Investment Board 0.02% Add +29.1% 213,525 $12.1M
Polar Asset Management Partners Inc. 0.29% Add +163.7% 212,868 $12.1M
Birnam Oak Advisors, LP 1.84% Add +35.0% 198,018 $11.2M
Swiss National Bank 0.01% Add +1.4% 196,700 $11.2M
Public Sector Pension Investment Board 0.03% New 178,000 $10.1M
California Public Employees Retirement System 0.01% Add +0.8% 173,148 $9.8M
Citigroup Inc. 0.00% Reduce -52.5% 161,356 $9.2M
Credit Industriel Et Commercial 1.67% Add +3.6% 160,279 $9.1M
Athos Capital Ltd 3.22% Reduce -1.6% 157,592 $8.9M
Prelude Capital Management, LLC 0.62% Reduce -25.8% 149,080 $8.5M
NINE MASTS CAPITAL Ltd 1.10% Add +37.9% 138,521 $7.9M
ProShare Advisors LLC 0.01% Add +3.5% 134,247 $7.6M
Amundi 0.00% Add +1911.2% 132,319 $7.5M
Ameriprise Financial Inc. 0.00% Reduce -6.4% 127,385 $7.2M
T. Rowe Price Associates Inc. 0.00% Add +18.9% 123,541 $7.0M
Gsa Capital Partners LLP 0.42% Add +158.2% 116,439 $6.6M
Magellan Asset Management Ltd 0.15% Add +4.2% 116,027 $6.6M
California State Teachers Retirement System 0.01% Reduce -2.9% 114,211 $6.5M
FMR LLC 0.00% Reduce -73.4% 113,718 $6.5M
Toronto Dominion Bank 0.01% Reduce -30.0% 112,495 $6.4M
Lighthouse Investment Partners, LLC 0.20% Add +363.7% 112,164 $6.4M
Deutsche Bank AG 0.00% Reduce -32.1% 112,141 $6.4M
MetLife Investment Management, LLC 0.03% Add +5.3% 106,960 $6.1M
Retirement Systems of Alabama 0.02% Reduce -14.3% 103,053 $5.9M
Stansberry Asset Management, LLC 0.56% Reduce -5.6% 102,623 $5.8M
Occudo Quantitative Strategies LP 0.31% Reduce -25.6% 101,419 $5.8M
Phocas Financial Corp. 0.77% Reduce -5.7% 97,364 $5.5M
Boothbay Fund Management, LLC 0.10% Add +18.6% 92,727 $5.3M
Sona Asset Management (us) LLC 0.25% New 90,000 $5.1M
Truist Financial Corp. 0.01% Add +6.8% 89,815 $5.1M
SG Americas Securities, LLC 0.00% Add +114.6% 88,317 $5.0M
Yaupon Capital Management LP 0.16% Reduce -52.1% 83,808 $4.8M
Guggenheim Capital LLC 0.03% Reduce -11.2% 82,501 $4.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +8.4% 81,200 $4.6M
Quantinno Capital Management LP 0.01% Add +18.0% 79,092 $4.5M
Vanguard Investments Australia, Ltd. 0.01% Add +3.6% 78,159 $4.4M
Bridgewater Associates 0.02% Add +4.3% 78,109 $4.4M
Quarry LP 0.72% Add +23.3% 78,063 $4.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.5% 74,387 $4.2M
Russell Investments Group, Ltd. 0.00% Add +361.8% 71,740 $4.1M
Dynamic Technology Lab Private Ltd 0.91% Reduce -18.2% 71,498 $4.1M
Abc Arbitrage SA 0.43% No change 70,642 $4.0M
Dark Forest Capital Management LP 0.26% New 70,195 $4.0M
D. E. Shaw & Co. 0.00% Reduce -87.9% 68,394 $3.9M
R Squared Ltd 2.03% Reduce -10.4% 68,165 $3.9M
Intech Investment Management LLC 0.04% Add +39.8% 67,981 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.14% Reduce -50.0% 66,954 $3.8M
Macquarie Group Ltd. 0.02% Reduce -16.6% 63,969 $3.6M
Kintayl Capital LP 1.62% Reduce -13.8% 59,168 $3.4M
XTX Topco Ltd 0.04% Reduce -24.4% 59,059 $3.4M
Barclays PLC 0.00% Reduce -78.1% 58,848 $3.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.4% 58,622 $3.3M
Westchester Capital Management, LLC 0.17% New 58,597 $3.3M
Quantbot Technologies LP 0.13% New 58,595 $3.3M
New York State Teachers Retirement System 0.01% Reduce -23.2% 57,514 $3.3M
AQR Capital Management 0.00% Reduce -43.1% 55,722 $3.2M
Mint Tower Capital Management B.V. 0.70% Reduce -54.5% 50,000 $2.8M
New York State Common Retirement Fund 0.00% No change 47,682 $2.7M
Carmignac Gestion 0.03% No change 47,000 $2.7M
Dimensional Fund Advisors LP 0.00% Reduce -92.8% 45,439 $2.6M
Jupiter Topco LLC 0.00% — 44,219 $2.5M
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -65.7% 43,609 $2.5M
Van Eck Associates Corp. 0.00% Add +7.7% 43,343 $2.5M
Amalgamated Bank 0.02% Reduce -0.1% 42,427 $2.4M
Atom Investors LP 0.21% New 42,034 $2.4M
Great Lakes Advisors, LLC 0.02% Reduce -20.6% 41,484 $2.4M
Fifth Third Bancorp 0.00% Reduce -4.2% 41,236 $2.3M
Tidal Investments LLC 0.01% Add +188.6% 39,613 $2.2M
Defiance ETFs, LLC 0.03% Add +259.6% 37,966 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -1.9% 37,513 $2.1M
Vanguard Global Advisers, LLC 0.00% Reduce -2.4% 37,150 $2.1M
Corient Private Wealth LP 0.00% Add +8.3% 36,047 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -4.2% 36,007 $2.0M
Mariner, LLC 0.00% New 35,165 $2.0M
Schonfeld Strategic Advisors LLC 0.01% Add +41.8% 34,729 $2.0M
Nisa Investment Advisors, LLC 0.01% Add +2.1% 32,235 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +17.5% 32,072 $1.8M
BNP Paribas Financial Markets 0.00% Add +10.2% 31,596 $1.8M
Police & Firemen's Retirement System of New Jersey 0.01% Add +11.5% 30,761 $1.7M
Raymond James Financial Inc. 0.00% Reduce -78.6% 30,430 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% Add +5.6% 30,289 $1.7M
Alps Advisors Inc. 0.01% Add +30.4% 29,892 $1.7M
Louisiana State Employees Retirement System 0.02% Add +2.8% 29,200 $1.7M
Creative Planning 0.00% Reduce -5.8% 29,152 $1.7M
Aigen Investment Management, LP 0.45% New 28,679 $1.6M
First Manhattan Co. Llc. 0.00% No change 28,464 $1.6M
Cambiar Investors LLC 0.07% Reduce -0.2% 27,959 $1.6M
TD Waterhouse Canada Inc. 0.00% Add +15.9% 27,908 $1.6M
Ameritas Investment Partners, Inc. 0.04% Add +5.4% 27,802 $1.6M
CSS LLC 0.21% Add +79.6% 27,293 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -5.3% 27,161 $1.5M
Arizona State Retirement System 0.01% Add +0.5% 27,049 $1.5M
State of Tennessee, Department of Treasury 0.00% Reduce -1.8% 26,461 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 24,364 $1.4M
State of Michigan Retirement System 0.01% Reduce -1.3% 23,289 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +2.0% 22,412 $1.3M
Thrivent Financial for Lutherans 0.00% Add +0.2% 22,126 $1.3M
Vista Investment Partners LLC 0.32% Reduce -16.4% 22,099 $1.3M
Sei Investments Co. 0.00% Reduce -4.9% 22,076 $1.3M
Moody National Bank Trust Division 0.10% Reduce -0.2% 21,338 $1.2M
Vestcor Inc 0.03% Add +23.0% 20,839 $1.2M
Oregon Public Employees Retirement Fund 0.01% Add +2.5% 20,639 $1.2M
Voya Investment Management LLC 0.00% Add +18.8% 19,524 $1.1M
Prudential Financial Inc. 0.00% Add +8.5% 18,810 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -69.4% 18,070 $1.0M
Vanguard Personalized Indexing Management, LLC 0.01% Add +62.2% 17,794 $1.0M
Neuberger Berman Group LLC 0.00% Reduce -64.3% 17,599 $999K
New Mexico Educational Retirement Board 0.03% No change 17,500 $994K
Pathstone Holdings, LLC 0.00% Reduce -24.9% 16,993 $965K
Victory Capital Management Inc. 0.00% Add +2.1% 16,963 $963K
Pictet Asset Management Holding SA 0.00% No change 16,887 $959K
Meeder Advisory Services, Inc. 0.03% Add +55.8% 16,468 $935K
Resona Asset Management Co.,Ltd. 0.00% Add +0.3% 16,059 $912K
Advisors Asset Management, Inc. 0.01% Reduce -2.7% 15,470 $878K
State of Alaska, Department of Revenue 0.01% Add +0.1% 15,433 $875K
GAMMA Investing LLC 0.03% Add +41.9% 15,159 $861K
Point72 Asset Management 0.00% Reduce -90.0% 15,048 $854K
Carlson Capital, L.P. 0.18% New 15,000 $852K
Centiva Capital, LP 0.03% Reduce -82.3% 15,000 $852K
Xponance LLC 0.01% Add +6.5% 14,921 $847K
Quadrant Capital Group LLC 0.02% Add +3.6% 14,747 $837K
Mercer Global Advisors Inc. 0.00% Add +8.7% 14,491 $823K
Royal Bank of Canada 0.00% Add +32.0% 14,471 $821K
Savant Capital, LLC 0.00% Add +103.5% 14,084 $811K
Inspire Investing, LLC 0.03% Add +28.7% 14,211 $807K
Pacer Advisors, Inc. 0.00% Reduce -7.0% 13,459 $764K
Cerity Partners LLC 0.00% Add +64.6% 13,136 $746K
Bank of Montreal 0.00% Reduce -16.2% 12,594 $715K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +1.3% 11,976 $680K
Cetera Investment Advisers 0.00% Add +21.8% 11,975 $680K
First Citizens Bank & Trust Co. 0.01% New 11,459 $651K
Teacher Retirement System of Texas 0.00% Reduce -9.9% 11,453 $650K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,240 $638K
Bank & Trust Co 0.40% No change 11,090 $630K
Cynosure Group, LLC 0.09% New 10,699 $607K
STRS Ohio 0.00% Add +21.8% 10,600 $602K
Hennion & Walsh Asset Management, Inc. 0.02% Add +0.0% 10,443 $593K
iSAM Funds (UK) Ltd 0.41% Reduce -44.4% 10,200 $579K
Natixis Advisors, LLC 0.00% New 10,170 $577K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +46.2% 10,098 $573K
Cannon Global Investment Management, LLC 1.71% New 10,000 $568K
Engineers Gate Manager LP 0.01% Reduce -64.9% 9,440 $536K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.7% 9,226 $525K
Osaic Holdings, Inc. 0.00% Add +6.3% 9,176 $521K
PNC Financial Services Group, Inc. 0.00% Add +40.7% 8,961 $509K
Tower Research Capital LLC (TRC) 0.01% Reduce -19.8% 8,825 $501K
Olympiad Research LP 1.02% Reduce -51.0% 8,663 $492K
Vise Technologies, Inc. 0.01% Add +10.3% 8,281 $470K
PenderFund Capital Management Ltd. 0.21% Add +51.9% 8,200 $466K
Commonwealth Equity Services, LLC 0.00% Add +9.6% 8,025 $456K
Federated Hermes, Inc. 0.00% Reduce -1.2% 7,698 $437K
Vident Advisory, LLC 0.00% Reduce -5.9% 7,626 $433K
Securian Asset Management, Inc. 0.02% Add +2.9% 7,348 $422K
Ballentine Partners, LLC 0.01% Add +8.8% 7,384 $419K
IFM Investors Pty Ltd 0.00% Add +2.8% 7,329 $416K
CIBC Bancorp USA Inc. 0.00% Reduce -13.5% 7,014 $398K
Chicago Partners Investment Group LLC 0.01% Add +10.7% 6,489 $378K
Swiss Life Asset Management Ltd 0.00% Add +11.4% 6,612 $375K
Tyche Wealth Partners LLC 0.05% Reduce -1.0% 6,593 $374K
Lido Advisors, LLC 0.00% Add +9.2% 6,570 $373K
Panagora Asset Management Inc. 0.00% No change 6,506 $369K
Caitong International Asset Management Co., Ltd 0.05% New 6,395 $363K
HighTower Advisors, LLC 0.00% Reduce -27.9% 6,295 $357K
US Bancorp \de 0.00% Add +40.7% 6,059 $344K
LPL Financial LLC 0.00% Reduce -9.1% 5,892 $335K
Spirit of America Management Corp. 0.06% No change 5,600 $318K
Rockefeller Capital Management L.P. 0.00% Reduce -3.2% 5,595 $318K
DNB Asset Management AS 0.00% No change 5,574 $316K
Captrust Financial Advisors 0.00% Reduce -14.2% 5,421 $308K
Crossmark Global Holdings, Inc. 0.00% No change 5,229 $297K
Simplex Trading, LLC 0.01% Add +203.5% 5,144 $292K
United Capital Financial Advisors, LLC 0.00% Reduce -47.5% 5,133 $291K
O'shaughnessy Asset Management, LLC 0.00% Reduce -9.0% 5,051 $287K
Concurrent Investment Advisors, LLC 0.00% New 5,007 $284K
Themes Management Co LLC 0.19% Add +7.2% 4,923 $280K
Orion Porfolio Solutions, LLC 0.00% Reduce -16.4% 4,889 $278K
Envestnet Asset Management Inc. 0.00% Reduce -61.3% 4,865 $276K
M&T Bank Corp 0.00% Reduce -5.2% 4,748 $269K
Armistice Capital, LLC 0.01% New 4,713 $268K
Evergreen Capital Management LLC 0.00% Reduce -2.2% 4,681 $266K
Marex Group Ltd 0.00% New 4,506 $256K
Praxis Investment Management Inc. 0.01% No change 4,340 $246K
Empowered Funds, LLC 0.00% Add +2.2% 4,302 $244K
Public Employees Retirement Association of Colorado 0.00% No change 4,251 $241K
Stratos Investment Management, LLC 0.01% New 4,173 $237K
Profund Advisors LLC 0.01% Add +7.8% 4,162 $236K
Northwestern Mutual Wealth Management Co. 0.00% Add +119.5% 4,140 $235K
Fieldview Capital Management, LLC 0.07% Reduce -32.8% 4,038 $229K
WINTON GROUP Ltd 0.01% Add +5.3% 4,000 $227K
Johnson Financial Group, LLC 0.01% New 3,964 $225K
Public Employees Retirement System of Ohio 0.00% Add +3.3% 3,912 $222K
Signaturefd, LLC 0.00% Add +19.5% 3,773 $214K
Parallel Advisors, LLC 0.00% Reduce -42.3% 3,679 $209K
Jane Street Group, LLC 0.00% Reduce -96.9% 3,657 $208K
Ascent Group, LLC 0.01% New 3,633 $206K
AE Wealth Management LLC 0.00% Reduce -15.9% 3,564 $202K
Virtus Investment Advisers, LLC 0.04% Add +5.7% 3,405 $193K
Global Retirement Partners, LLC 0.00% — 3,219 $183K
Larson Financial Group LLC 0.00% Add +1.3% 2,977 $169K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 2,917 $166K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +25.9% 2,826 $160K
Hantz Financial Services, Inc. 0.00% Add +89.4% 2,434 $138K
KBC Group NV 0.00% Reduce -24.6% 2,300 $131K
Sterling Capital Management LLC 0.00% Reduce -33.9% 2,223 $126K
Jones Financial Companies LLLP 0.00% Add +35.4% 1,889 $108K
Allworth Financial LP 0.00% Add +1.4% 1,548 $88K
Trust Co. of Vermont 0.00% — 1,500 $85K
Farther Finance Advisors, LLC 0.00% Reduce -11.2% 1,445 $82K
UMB Bank, n.a. 0.00% Add +12.2% 1,290 $73K
Versant Capital Management, Inc 0.01% Add +13.0% 1,255 $71K
NewEdge Advisors, LLC 0.00% No change 1,081 $61K
EverSource Wealth Advisors, LLC 0.00% Reduce -23.2% 965 $55K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% New 950 $54K
Smartleaf Asset Management LLC 0.00% No change 913 $52K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.4% 811 $46K
Kemnay Advisory Services Inc. 0.01% New 801 $45K
Group One Trading LLC 0.00% No change 770 $44K
Bessemer Group Inc. 0.00% No change 766 $43K
North Star Investment Management Corp. 0.00% No change 730 $41K
Eastern Bank 0.00% No change 686 $39K
IFP Advisors, Inc 0.00% Reduce -0.7% 684 $39K
Arax Advisory Partners 0.00% New 675 $38K
Zions Bancorporation, National Association 0.00% No change 560 $32K
Optiver Holding B.V. 0.00% Add +51.1% 538 $31K
Ares Financial Consulting, LLC 0.02% No change 536 $30K
Ameritas Advisory Services, LLC 0.00% New 522 $30K
Cape Investment Advisory, Inc. 0.01% New 507 $29K
Los Angeles Capital Management LLC 0.00% No change 480 $27K
Hughes Financial Services, LLC 0.00% Add +1.1% 476 $27K
Fortis Group Advisors, LLC 0.00% No change 400 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Add +146.2% 389 $22K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 377 $21K
Westside Investment Management, Inc. 0.00% No change 371 $21K
Nomura Asset Management Co. Ltd. 0.00% Reduce -62.2% 370 $21K
Harbor Capital Advisors, Inc. 0.00% Reduce -16.1% 376 $21K
Stone House Investment Management, LLC 0.00% Add +104.5% 317 $18K
Assetmark, Inc. 0.00% Add +150.0% 305 $17K
Silver Grove Financial Group, Inc. 0.01% New 303 $17K
Private Wealth Management Group, LLC 0.00% No change 280 $16K
Tidemark, LLC 0.00% No change 250 $14K
Pittenger & Anderson Inc. 0.00% No change 250 $14K
Bare Financial Services, Inc 0.00% Add +26.4% 249 $14K
Manchester Capital Management LLC 0.00% No change 225 $13K
Bell Investment Advisors, Inc 0.00% No change 224 $13K
Capital Advisors, Ltd. LLC 0.00% No change 219 $12K
Parkside Financial Bank & Trust 0.00% Add +9.8% 201 $11K
Atlantic Union Bankshares Corp 0.00% No change 199 $11K
Basecamp Wealth Advisors LLC 0.00% Add +2.1% 192 $11K
Smithfield Trust Co 0.00% No change 150 $9K
McGuire Capital Advisors Inc. 0.00% No change 155 $9K
Covestor Ltd 0.00% Add +10.3% 139 $8K
Rothschild Investment LLC 0.00% Reduce -55.9% 116 $7K
Brown Brothers Harriman & Co. 0.00% No change 100 $6K
GHP Investment Advisors, Inc. 0.00% No change 95 $5K
TD Private Client Wealth LLC 0.00% Add +141.7% 87 $5K
Cornerstone Planning Group LLC 0.00% Add +17.6% 80 $5K
Farmers & Merchants Investments Inc. 0.00% No change 81 $5K
Torren Management, LLC 0.00% No change 79 $5K
WealthCollab, LLC 0.00% No change 76 $4K
Fiduciary Financial Advisors 0.00% New 72 $4K
Acumen Wealth Advisors, LLC 0.00% No change 68 $4K
Cedar Mountain Advisors, LLC 0.00% No change 63 $4K
Cornerstone Financial Management LLC 0.00% Add +247.1% 59 $3K
Highline Wealth Partners LLC 0.00% No change 59 $3K
Sachetta, LLC 0.00% New 54 $3K
WPG Advisers, LLC 0.00% Add +58.8% 54 $3K
Huntington National Bank 0.00% Reduce -88.7% 53 $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% No change 47 $3K
Prestige Wealth Management Group LLC 0.00% No change 43 $2K
Rossby Financial, LCC 0.00% Add +27.3% 42 $2K
JFS Wealth Advisors, LLC 0.00% No change 41 $2K
Private Trust Co. NA 0.00% No change 36 $2K
Bayforest Capital Ltd 0.00% Reduce -98.0% 34 $2K
Clearstead Advisors, LLC 0.00% Add +32.0% 33 $2K
Sankala Group LLC 0.00% No change 30 $2K
MCF Advisors LLC 0.00% No change 30 $2K
True Wealth Design, LLC 0.00% Add +42.1% 27 $2K
Essential Partners LLC 0.00% Reduce -35.7% 27 $2K
SHP Wealth Management 0.00% Add +125.0% 27 $2K
SJS Investment Consulting Inc. 0.00% No change 26 $1K
AdvisorNet Financial, Inc 0.00% Add +52.9% 26 $1K
International Assets Investment Management, LLC 0.00% No change 26 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -31.4% 24 $1K
Kilter Group LLC 0.00% No change 22 $1K
NBT Bank, N.A. 0.00% No change 22 $1K
Harbour Investments, Inc. 0.00% Add +10.0% 22 $1K
Avion Wealth 0.00% New 32 $1K
Financial Network Wealth Advisors LLC 0.00% New 14 $795
American Capital Advisory, LLC 0.00% New 14 $795
Ameriflex Group, Inc. 0.00% New 14 $795
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $739
Rakuten Securities, Inc. 0.00% No change 10 $568
Keating Financial Advisory Services, Inc. 0.00% Add +400.0% 10 $568
Elequin Capital, LP 0.00% Reduce -94.1% 9 $511
Blue Trust, Inc. 0.00% Reduce -86.8% 9 $511
Financial Management Professionals, Inc. 0.00% No change 8 $454
Buck Wealth Strategies, LLC 0.00% New 7 $397
Planning Strategies Inc. 0.00% — 6 $341
Horizon Investments, LLC 0.00% Reduce -50.0% 2 $227
SBI Securities Co., Ltd. 0.00% No change 4 $227
Fortitude Family Office, LLC 0.00% New 4 $227
Principia Wealth Advisory, LLC 0.00% New 3 $170
Wealth Enhancement Trust Services, Inc. 0.00% New 3 $170
Bay Harbor Wealth Management, LLC 0.00% No change 2 $114
TFC Financial Management, Inc. 0.00% No change 2 $114
Rialto Wealth Management, LLC 0.00% Reduce -90.0% 2 $114
HFM Investment Advisors, LLC 0.00% No change 2 $114

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