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Disclosery

TXNM TXNM ENERGY INC

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Stock (common), issuer CIK 1108426

292 managers (301 13F filers) reported a position in TXNM shares at 2024-12-31, 98,826,378 shares in all. 32 filers opened a position and 38 filers sold out during the quarter.

Managers
292
13F filers
301
New
32
Added
109
Reduced
96
Sold out
38
Shares held by filers
98,826,378

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SHELL ASSET MANAGEMENT CO4,773$235K0.01%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,718$232K<0.01%-23,61013F-HRTimelineGroup
Phillips Wealth Planners LLC4,978$231K0.23%-613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,700$231K0.05%+2,40013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC4,599$226K0.01%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,340$213K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,290$211K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,273$210K0.01%+32613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,251$209K<0.01%013F-HRTimeline
Jain Global LLC4,200$207K0.01%13F-HRTimeline
Ballentine Partners, LLC4,117$202K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,114$202K0.08%-37213F-HRTimelineGroup
PROFUND ADVISORS LLC4,091$201K0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV3,467$170K<0.01%+63813F-HRTimelineGroup
GAMMA Investing LLC3,227$159K0.01%+74513F-HRTimeline
Sterling Capital Management LLC3,193$157K<0.01%-9,64613F-HRTimeline
SIGNATUREFD, LLC2,820$139K<0.01%+3713F-HRTimeline
EASTERN BANK2,090$103K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,728$85K0.01%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,758$83.1K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT1,504$74K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,497$73.6K<0.01%+67913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,495$73.5K<0.01%-3413F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,423$70K<0.01%+74813F-HRTimeline
Wilmington Savings Fund Society, FSB1,390$68.3K<0.01%+2513F-HRTimeline
IFP Advisors, Inc1,266$63.4K<0.01%+14113F-HRTimeline
Allworth Financial LP1,249$58.9K<0.01%+713F-HRTimeline
Blue Trust, Inc.1,168$57.4K<0.01%+7713F-HR/ATimeline
NewEdge Advisors, LLC1,081$53.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…969$47.6K<0.01%+70613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…873$42.9K<0.01%+1513F-HRTimelineGroup
LRI Investments, LLC809$39.8K<0.01%-1813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …764$37.6K0.01%013F-HRTimelineGroup
Catalyst Capital Advisors LLC764$37.6K<0.01%-24013F-HRTimeline
Aster Capital Management (DIFC) Ltd764$37.6K0.01%new13F-HRTimeline
North Star Investment Management Corp.730$35.9K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC729$35.7K<0.01%+38113F-HRTimeline
Versant Capital Management, Inc658$32.4K0.01%+39513F-HRTimeline
Lindbrook Capital, LLC622$30.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC546$27K<0.01%+9713F-HRTimelineGroup
Rise Advisors, LLC536$26.4K0.01%+513F-HRTimeline
MassMutual Private Wealth & Trust, FSB445$21.9K<0.01%+15413F-HRTimeline
Elequin Capital, LP426$20.9K<0.01%+29913F-HRTimeline
UMB Bank, n.a.408$20.1K<0.01%+34713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortis Group Advisors, LLC400$19.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC357$17.5K<0.01%-3213F-HRTimeline
Private Wealth Management Group, LLC280$13.8K0.01%013F-HRTimeline
Hexagon Capital Partners LLC269$13.2K<0.01%+7513F-HRTimeline
Avior Wealth Management, LLC258$12.7K<0.01%new13F-HRTimeline
Tidemark, LLC250$12.3K<0.01%013F-HRTimeline
Covestor Ltd225$11K0.01%-513F-HRTimeline
Capital Advisors, Ltd. LLC219$11K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc209$10.3K<0.01%-2413F-HRTimeline
Brooklyn Investment Group202$9.92K<0.01%new13F-HRTimeline
Sandy Spring Bank199$9.79K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP189$9.31K<0.01%-5313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO150$7.38K<0.01%-5713F-HRTimelineGroup
Smithfield Trust Co150$7K<0.01%013F-HRTimeline
Manchester Capital Management LLC129$6.34K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.117$5.75K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.85$4.18K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.91$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC76$3.74K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.73$3.64K0.33%-57,62613F-HRTimeline
ROTHSCHILD INVESTMENT LLC70$3.44K<0.01%+2013F-HRTimeline
Hemington Wealth Management75$3K<0.01%+1113F-HRTimeline
Parkside Financial Bank & Trust60$2.95K<0.01%+1213F-HRTimeline
Millstone Evans Group, LLC53$2.61K<0.01%13F-HRTimeline
Heritage Wealth Advisors50$2.46K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC43$2.12K<0.01%013F-HR/ATimeline
Coppell Advisory Solutions LLC43$2.11K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC37$1.82K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…36$1.77K<0.01%013F-HRTimelineGroup
MCF Advisors LLC30$1.48K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA30$1.48K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.25$1.23K<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC24$1.18K<0.01%+1113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…16$754<0.01%013F-HRTimeline
Global Retirement Partners, LLC13$639<0.01%-313F-HRTimeline
Continuum Advisory, LLC11$541<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.11$540<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8$393<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.8$393<0.01%013F-HRTimeline
WPG Advisers, LLC8$393<0.01%13F-HRTimeline
SJS Investment Consulting Inc.7$345<0.01%+313F-HRTimeline
AdvisorNet Financial, Inc5$246<0.01%-8713F-HRTimeline
SBI Securities Co., Ltd.4$197<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.4$197<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2$109<0.01%13F-HRTimeline
TFC Financial Management, Inc.2$99<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$98<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC2$98<0.01%new13F-HRTimeline