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Disclosery

TXNM TXNM ENERGY INC

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Stock (common), issuer CIK 1108426

315 managers (324 13F filers) reported a position in TXNM shares at 2025-03-31, 96,959,487 shares in all. 49 filers opened a position and 31 filers sold out during the quarter.

Managers
315
13F filers
324
New
49
Added
118
Reduced
102
Sold out
31
Shares held by filers
96,959,487

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FOX RUN MANAGEMENT, L.L.C.5,356$286K0.04%new13F-HRTimeline
Cetera Investment Advisers5,281$282K<0.01%+48613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,200$278K0.06%+50013F-HRTimeline
Crossmark Global Holdings, Inc.5,161$276K<0.01%-6113F-HRTimeline
SG Americas Securities, LLC5,117$274K<0.01%-10,68413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,095$272K<0.01%+28713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.5,047$270K0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …5,000$267K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,845$259K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,720$252K0.01%-3,26413F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO4,575$245K0.01%-19813F-HRTimeline
CONNABLE OFFICE INC4,397$235K0.03%-95613F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,340$232K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,332$231K0.01%-78613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,251$227K<0.01%013F-HRTimeline
Legacy Wealth Asset Management, LLC4,237$227K0.06%-54813F-HRTimeline
Phillips Wealth Planners LLC4,058$210K0.22%-92013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,903$209K<0.01%new13F-HRTimeline
Good Steward Wealth Advisors,LLC3,882$208K0.19%13F-HRTimeline
GAMMA Investing LLC3,852$206K0.02%+62513F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,840$205K0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,823$204K<0.01%-89513F-HRTimelineGroup
AXQ CAPITAL, LP3,753$201K0.08%new13F-HRTimeline
KBC Group NVin group KBC Group NV3,520$188K<0.01%+5313F-HRTimelineGroup
SIGNATUREFD, LLC2,795$149K<0.01%-2513F-HRTimeline
CWM, LLCin group CWM, LLC2,394$128K<0.01%-3,81813F-HRTimelineGroup
Caitong International Asset Management …2,086$112K0.08%new13F-HRTimeline
USA FINANCIAL FORMULAS1,763$94.3K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC1,728$92.4K0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…1,714$91.7K<0.01%+29113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,615$86.4K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC1,606$85.9K0.01%+98413F-HRTimeline
Sterling Capital Management LLC1,573$84.1K<0.01%-1,62013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,573$84.1K<0.01%+7813F-HRTimelineGroup
TRUST CO OF VERMONT1,504$80.4K<0.01%013F-HRTimeline
Blue Trust, Inc.1,438$76.9K<0.01%+27013F-HRTimeline
EASTERN BANK1,435$76.7K<0.01%-65513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,546$75.7K<0.01%-21213F-HRTimelineGroup
Allworth Financial LP1,309$70.3K<0.01%+6013F-HRTimeline
IFP Advisors, Inc1,278$68.3K<0.01%+1213F-HRTimeline
Wilmington Savings Fund Society, FSB1,214$64.9K<0.01%-17613F-HRTimeline
Farther Finance Advisors, LLC1,167$62.5K<0.01%+81013F-HRTimeline
Parallel Advisors, LLC1,148$61.4K<0.01%-34913F-HRTimeline
Twin Tree Management, LP1,092$58.4K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,081$57.8K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,020$54.5K<0.01%new13F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,006$54K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.977$52.2K<0.01%+56913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC805$43.1K<0.01%+7613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …764$40.9K0.01%13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…749$40.1K<0.01%-12413F-HRTimelineGroup
LRI Investments, LLC741$39.6K<0.01%-6813F-HRTimeline
North Star Investment Management Corp.730$39K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC707$38K<0.01%+16113F-HRTimelineGroup
Versant Capital Management, Inc658$35.2K0.01%013F-HRTimeline
SVB WEALTH LLC639$34.2K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…485$25.9K<0.01%-48413F-HRTimelineGroup
Hughes Financial Services, LLC470$25.1K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC449$24K<0.01%+18013F-HRTimeline
Fortis Group Advisors, LLC400$21.4K<0.01%013F-HRTimeline
Rise Advisors, LLC347$18.6K0.01%-18913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.345$18K<0.01%-81,03313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.299$16K0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB291$15.6K<0.01%-15413F-HRTimeline
Private Wealth Management Group, LLC280$15K0.01%013F-HRTimeline
Tidemark, LLC250$13.4K<0.01%013F-HRTimeline
Brooklyn Investment Group228$12.2K<0.01%+2613F-HRTimeline
Covestor Ltd226$12K0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC219$12K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc209$11.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC203$10.9K<0.01%+7413F-HRTimeline
Sandy Spring Bank199$10.6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP191$10.2K<0.01%+213F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO150$8.02K<0.01%013F-HRTimelineGroup
Smithfield Trust Co150$8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC120$6.42K<0.01%+5013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.117$6.26K<0.01%013F-HRTimeline
Clearstead Trust, LLC116$6.2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.110$6K<0.01%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management94$5K<0.01%+1913F-HRTimeline
GHP Investment Advisors, Inc.85$4.55K<0.01%013F-HRTimeline
WealthCollab, LLC76$4.07K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC75$4.01K<0.01%13F-HRTimeline
Arax Advisory Partners71$3.8K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust68$3.64K<0.01%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…67$3.58K<0.01%+3113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC59$3.15K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC53$2.83K<0.01%013F-HRTimeline
Heritage Wealth Advisors50$2.67K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC43$2.3K<0.01%013F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK43$2.3K<0.01%+3513F-HRTimelineGroup
First Horizon Advisors, Inc.43$2.3K<0.01%+3213F-HRTimeline
Whipplewood Advisors, LLC2$1.98K<0.01%-3513F-HRTimeline
JFS WEALTH ADVISORS, LLC32$1.71K<0.01%+813F-HRTimeline
Continuum Advisory, LLC31$1.66K<0.01%+2013F-HRTimeline
MCF Advisors LLC30$1.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA30$1.6K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC28$1.5K<0.01%new13F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.25$1.34K<0.01%013F-HRTimeline
Stephens Consulting, LLC20$1.07K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC11$589<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.9$482<0.01%+213F-HRTimeline
Financial Management Professionals, Inc.8$428<0.01%013F-HRTimeline
Global Financial Private Client, LLC8$428<0.01%+613F-HRTimeline
DiNuzzo Private Wealth, Inc.7$375<0.01%+313F-HRTimeline
AdvisorNet Financial, Inc5$267<0.01%013F-HRTimeline
Greenline Partners, LLC5$267<0.01%new13F-HRTimeline
CoreCap Advisors, LLC4$214<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$161<0.01%13F-HRTimeline
SBI Securities Co., Ltd.3$160<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$107<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.2$107<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$53<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$53<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.