Skip to content
Disclosery

TXNM TXNM ENERGY INC

Follow

Stock (common), issuer CIK 1108426

342 managers (352 13F filers) reported a position in TXNM shares at 2025-06-30, 106,551,219 shares in all. 85 filers opened a position and 57 filers sold out during the quarter.

Managers
342
13F filers
352
New
85
Added
127
Reduced
92
Sold out
57
Shares held by filers
106,551,219

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC8,069$454K0.01%+8,04113F-HR/ATimelineGroup
Groupe la Francaisein group Groupe la Francaise8,000$451K0.01%new13F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC7,752$437K<0.01%new13F-HRTimelineGroup
LPL Financial LLC7,329$413K<0.01%-2,20113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC7,056$397K0.01%+23813F-HRTimeline
Ballentine Partners, LLC6,895$388K0.01%+14313F-HRTimeline
Tyche Wealth Partners LLC6,660$375K0.08%-11513F-HRTimeline
IFM Investors Pty Ltd6,630$373K<0.01%+26613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,314$356K<0.01%+19913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp6,271$353K<0.01%+1,42613F-HRTimelineGroup
MACKENZIE FINANCIAL CORP6,215$350K<0.01%+11513F-HRTimeline
L2 Asset Management, LLC5,889$332K0.05%new13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding5,888$332K-791Timeline
Greenland Capital Management LP5,841$329K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,771$325K<0.01%-1,51413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC5,758$324K0.04%+1013F-HRTimeline
Chicago Partners Investment Group LLC5,677$324K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,740$323K<0.01%+1,83713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,661$319K<0.01%-8213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,600$315K0.07%+40013F-HRTimeline
Harvest Investment Services, LLC5,459$307K0.07%new13F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…5,387$303K<0.01%013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC5,369$302K<0.01%new13F-HR/ATimelineGroup
Crossmark Global Holdings, Inc.5,259$296K<0.01%+9813F-HRTimeline
Cetera Investment Advisers5,223$294K<0.01%-5813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,154$290K<0.01%new13F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,022$283K<0.01%-142,87013F-HRTimelineGroup
FNY Investment Advisers, LLC5,000$281K0.12%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,947$279K<0.01%-17,21613F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…4,900$276K<0.01%new13F-HRTimeline
GAMMA Investing LLC4,601$259K0.02%+74913F-HRTimeline
CAXTON ASSOCIATES LLP4,594$259K0.01%new13F-HRTimeline
PenderFund Capital Management Ltd.4,400$248K0.06%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,340$244K0.02%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,251$239K<0.01%013F-HRTimeline
Phillips Wealth Planners LLC4,134$233K0.21%+7613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,927$221K0.01%+8713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,912$220K0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO3,801$214K0.01%-77413F-HRTimeline
Pacer Advisors, Inc.3,680$207K<0.01%-11,06713F-HRTimeline
SIMPLEX TRADING, LLC3,663$206K0.01%new13F-HRTimeline
Bridgefront Capital, LLC3,651$206K0.05%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,595$202K0.02%new13F-HRTimeline
SIGNATUREFD, LLC2,741$154K<0.01%-5413F-HRTimeline
Sterling Capital Management LLC2,532$143K<0.01%+95913F-HR/ATimeline
CWM, LLCin group CWM, LLC2,514$142K<0.01%+12013F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,428$137K<0.01%-1,09213F-HRTimelineGroup
Tortoise Investment Management, LLC1,728$97.3K0.01%013F-HRTimeline
USA FINANCIAL FORMULAS1,599$90.1K0.02%-16413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,546$87.1K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,528$86.1K<0.01%+1,04313F-HRTimelineGroup
TRUST CO OF VERMONT1,504$84.7K<0.01%013F-HRTimeline
Allworth Financial LP1,433$80.7K<0.01%+12413F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,340$75.5K<0.01%+1,04913F-HRTimeline
Parallel Advisors, LLC1,331$75K<0.01%+18313F-HRTimeline
EASTERN BANK1,199$67.5K<0.01%-23613F-HRTimeline
MorganRosel Wealth Management, LLC1,193$67.2K0.02%new13F-HRTimeline
IFP Advisors, Inc801$67K<0.01%-47713F-HRTimeline
Farther Finance Advisors, LLC1,159$65.3K<0.01%-813F-HRTimeline
UMB Bank, n.a.1,107$62.3K<0.01%+13013F-HR/ATimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,106$62K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC1,081$60.9K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.974$54.9K<0.01%-4613F-HRTimelineGroup
Steward Partners Investment Advisory, L…861$48.5K<0.01%-85313F-HRTimeline
Larson Financial Group LLC762$42.9K<0.01%new13F-HRTimeline
North Star Investment Management Corp.730$41.1K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers700$39.4K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…677$38.1K<0.01%-7213F-HRTimelineGroup
Versant Capital Management, Inc660$37.2K0.01%+213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK605$34.1K<0.01%+56213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC507$29K<0.01%-20013F-HRTimelineGroup
PEREGRINE CAPITAL MANAGEMENT LLC500$28.2K<0.01%-102,45313F-HRTimeline
Cape Investment Advisory, Inc.500$28.2K0.01%new13F-HRTimeline
Hughes Financial Services, LLC470$26.8K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC400$22.5K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…377$21.2K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.377$21.2K<0.01%-1,06113F-HRTimeline
Brooklyn Investment Group377$21.2K<0.01%+14913F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.375$21K<0.01%+3013F-HRTimeline
Westside Investment Management, Inc.371$21K<0.01%new13F-HRTimeline
Rise Advisors, LLC350$19.7K0.01%+313F-HRTimeline
GeoWealth Management, LLC305$17.2K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…300$16.9K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC280$15.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC270$15.2K<0.01%-53513F-HRTimeline
LRI Investments, LLC269$15.2K<0.01%-47213F-HRTimeline
Tidemark, LLC250$14.1K<0.01%013F-HRTimeline
Traub Capital Management LLC250$14.1K0.01%13F-HRTimeline
Covestor Ltd225$13K0.01%-113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.220$12K<0.01%+11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC219$12K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc209$11.8K<0.01%013F-HRTimeline
Manchester Capital Management LLC203$11.4K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp199$11.2K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP192$10.8K<0.01%+113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC190$10.7K<0.01%+7013F-HRTimeline
Smithfield Trust Co150$9K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO150$8.45K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust142$8K<0.01%+7413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.117$6.59K<0.01%013F-HRTimeline
Clearstead Trust, LLC116$6.53K<0.01%013F-HRTimeline
Hemington Wealth Management120$6K<0.01%+2613F-HRTimeline
Caitong International Asset Management …99$5.58K<0.01%-1,98713F-HRTimeline
Global Retirement Partners, LLC92$5.18K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.85$4.79K<0.01%013F-HRTimeline
Clearstead Advisors, LLC81$4.56K<0.01%+7013F-HRTimeline
WealthCollab, LLC76$4.28K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…75$4.22K<0.01%+813F-HRTimelineGroup
Wealth Preservation Advisors, LLC75$4.22K<0.01%013F-HRTimeline
Arax Advisory Partners71$4K<0.01%013F-HRTimeline
Bare Financial Services, Inc62$3.49K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC59$3.32K<0.01%013F-HRTimeline
Millstone Evans Group, LLC53$2.98K<0.01%013F-HRTimeline
Heritage Wealth Advisors50$2.82K<0.01%013F-HRTimeline
MAI Capital Management48$2.7K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46$2.59K<0.01%+4413F-HRTimelineGroup
Prestige Wealth Management Group LLC43$2.42K<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC41$2.31K<0.01%+913F-HRTimeline
Whipplewood Advisors, LLC37$2.08K<0.01%+3513F-HRTimeline
Kilter Group LLC37$2.08K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA30$1.69K<0.01%013F-HRTimeline
MCF Advisors LLC30$1.69K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC28$1.6K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.25$1.41K<0.01%013F-HRTimeline
Stephens Consulting, LLC25$1.41K<0.01%+513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC20$1.13K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.13$733<0.01%+613F-HRTimeline
Geneos Wealth Management Inc.10$563<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC8$455<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.8$451<0.01%013F-HRTimeline
Essential Partners LLC8$451<0.01%13F-HRTimeline
AdvisorNet Financial, Inc7$394<0.01%+213F-HRTimeline
Stone House Investment Management, LLC5$282<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.5$282<0.01%-413F-HRTimeline
Fortitude Family Office, LLC5$282<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.3$169<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.3$169<0.01%+213F-HRTimeline
TFC Financial Management, Inc.2$113<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2$113<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$113<0.01%-113F-HRTimeline
Bay Harbor Wealth Management, LLC2$112<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.