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Security record · archived quarter

TXNM

TXNM Energy, Inc. · Utilities · Regulated Electric

58.27 -0.1% mkt cap $6.42B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
113Tracked holders
-2Δ holders
73.75MShares held
$4.34BReported value
+1New positions
−2Exits
Stable Conviction score 51/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.7% · share flow +2.0% · net new positions -0.9% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 79.50K $4.32M n/a n/a
Q2 2026 111 -3 65.55M $3.72B +3 −5
Q1 2026 116 +3 64.85M $3.79B +7 −5
Q4 2025 113 -2 73.75M $4.34B +1 −2
Q3 2025 19 -2 42.42M $2.40B n/a −3
Q2 2025 19 +1 37.53M $2.11B +2 −1
Q1 2025 15 +2 12.22M $653.41M +2 n/a
Q4 2024 13 -1 13.26M $651.82M n/a −1
Q3 2024 13 -1 8.87M $388.14M +1 −2
Q2 2024 14 n/a 8.64M $319.17M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 13.26M +4.7% $780.87M 0.0% ▲ Add 3 SEC ↗ ×16
2 The Vanguard Group ✦ (passive) 11.90M +2.9% $700.63M 0.0% ▲ Add 3 SEC ↗ ×5
3 State Street Global Advisors ✦ (passive) 3.78M +3.0% $222.37M 0.0% ▲ Add 5 SEC ↗ ×2
4 1832 Asset Management L.P. 1.54M n/a $207.22M 0.3% n/c 1 SEC ↗
5 Balyasny Asset Management L.P. 3.42M n/a $201.10M 0.4% n/c 1 SEC ↗
6 Norges Bank ✦ (passive) 3.09M New $182.06M 0.0% New 1 SEC ↗
7 Millennium Management ✦ 2.93M +72.2% $172.54M 0.1% ▲ Add 7 SEC ↗
8 Geode Capital Management ✦ (passive) 2.57M +6.7% $151.38M 0.0% ▲ Add 7 SEC ↗ ×2
9 Goldman Sachs Group ✦ 1.93M +53.0% $113.70M 0.0% ▲ Add 2 SEC ↗ ×3
10 Dimensional Fund Advisors Lp 1.53M n/a $89.88M 0.0% n/c 1 SEC ↗ ×5
11 Citadel Advisors ✦ 1.43M +41.6% $83.94M 0.1% ▲ Add 7 SEC ↗ ×2
12 D. E. Shaw & Co. ✦ 1.42M -18.6% $83.75M 0.1% ▼ Trim 3 SEC ↗ ×2
13 UBS Group AG 1.24M n/a $73.30M 0.0% n/c 1 SEC ↗ ×3
14 Charles Schwab Investment… 1.22M n/a $71.75M 0.0% n/c 1 SEC ↗
15 Northern Trust Corp 1.19M n/a $70.11M 0.0% n/c 1 SEC ↗ ×7
16 Invesco Ltd. 1.12M n/a $65.97M 0.0% n/c 1 SEC ↗ ×5
17 Neuberger Berman Group LLC 1.03M n/a $60.81M 0.0% n/c 1 SEC ↗ ×2
18 Alliancebernstein L.P. 993.37K n/a $58.49M 0.0% n/c 1 SEC ↗
19 Qube Research & Technologies Ltd 967.84K n/a $56.99M 0.1% n/c 1 SEC ↗
20 Adage Capital Partners ✦ 883.32K -38.4% $52.01M 0.1% ▼ Trim 7 SEC ↗
21 Franklin Resources Inc 820.04K n/a $48.28M 0.0% n/c 1 SEC ↗ ×7
22 Fidelity (FMR) ✦ 784.06K -34.4% $46.17M 0.0% ▼ Trim 3 SEC ↗ ×5
23 Bank of New York Mellon Corp 777.20K n/a $45.76M 0.0% n/c 1 SEC ↗ ×11
24 GAMCO Investors ✦ 773.44K -3.8% $45.54M 0.4% ▼ Trim 7 SEC ↗
25 Grantham, Mayo, Van Otterloo & Co.… 745.86K n/a $43.92M 0.1% n/c 1 SEC ↗
26 Morgan Stanley ✦ 727.02K +2.2% $42.81M 0.0% ▲ Add 2 SEC ↗ ×9
27 Marshall Wace ✦ 689.41K +58.0% $40.59M 0.0% ▲ Add 4 SEC ↗ ×3
28 LMR Partners LLP 672.27K n/a $39.58M 0.5% n/c 1 SEC ↗
29 First Trust Advisors Lp 605.27K n/a $35.64M 0.0% n/c 1 SEC ↗
30 JPMorgan Chase ✦ 600.81K -62.2% $35.38M 0.0% ▼ Trim 2 SEC ↗ ×8
31 Legal & General Group Plc 487.85K n/a $28.72M 0.0% n/c 1 SEC ↗ ×3
32 Deutsche Bank Ag\ 485.87K n/a $28.61M 0.0% n/c 1 SEC ↗ ×2
33 Principal Financial Group Inc 390.67K n/a $23.00M 0.0% n/c 1 SEC ↗ ×2
34 Aberdeen Group plc 363.56K n/a $21.41M 0.0% n/c 1 SEC ↗ ×2
35 Tudor Investment Corp Et Al 338.56K n/a $19.93M 0.1% n/c 1 SEC ↗
36 Squarepoint Ops LLC 334.19K n/a $19.68M 0.0% n/c 1 SEC ↗
37 Rhumbline Advisers 312.57K n/a $18.40M 0.0% n/c 1 SEC ↗
38 UBS AM, a distinct business unit of… 309.19K n/a $18.20M 0.0% n/c 1 SEC ↗ ×9
39 Healthcare Of Ontario Pension Plan… 292.03K n/a $17.19M 0.0% n/c 1 SEC ↗
40 Bank Of America Corp /De/ 277.99K n/a $16.37M 0.0% n/c 1 SEC ↗ ×8
41 Raymond James Financial Inc 273.10K n/a $16.08M 0.0% n/c 1 SEC ↗ ×3
42 Citigroup Inc 261.18K n/a $15.38M 0.0% n/c 1 SEC ↗ ×2
43 California Public Employees… 247.70K n/a $14.58M 0.0% n/c 1 SEC ↗
44 Nuveen, LLC 222.67K n/a $13.11M 0.0% n/c 1 SEC ↗ ×2
45 Barclays Plc 215.57K n/a $12.69M 0.0% n/c 1 SEC ↗ ×2
46 Swiss National Bank 190.20K n/a $11.20M 0.0% n/c 1 SEC ↗
47 Wells Fargo & Company/Mn 181.82K n/a $10.71M 0.0% n/c 1 SEC ↗ ×5
48 State Of Wisconsin Investment Board 2.12M n/a $9.94M 0.0% n/c 1 SEC ↗ ×2
49 Man Group plc 166.76K n/a $9.82M 0.0% n/c 1 SEC ↗ ×2
50 Toronto Dominion Bank 145.68K n/a $8.58M 0.0% n/c 1 SEC ↗ ×2
51 Ameriprise Financial Inc 134.92K n/a $7.94M 0.0% n/c 1 SEC ↗ ×2
52 ProShare Advisors LLC 129.02K n/a $7.60M 0.0% n/c 1 SEC ↗
53 California State Teachers… 89.70K n/a $5.28M 0.0% n/c 1 SEC ↗
54 AQR Capital Management ✦ 89.41K +4.2% $5.26M 0.0% ▲ Add 7 SEC ↗ ×6
55 T. Rowe Price ✦ 88.03K +4.2% $5.18M 0.0% ▲ Add 7 SEC ↗
56 Truist Financial Corp 81.65K n/a $4.81M 0.0% n/c 1 SEC ↗
57 Manufacturers Life Insurance… 81.50K n/a $4.80M 0.0% n/c 1 SEC ↗ ×2
58 MIRAE ASSET GLOBAL ETFS HOLDINGS… 78.94K n/a $4.65M 0.0% n/c 1 SEC ↗
59 New York State Common Retirement… 47.68K n/a $2.81M 0.0% n/c 1 SEC ↗
60 TD Waterhouse Canada Inc. 43.83K n/a $2.58M 0.0% n/c 1 SEC ↗
61 Susquehanna International Group, Llp 42.65K n/a $2.51M 0.0% n/c 1 SEC ↗
62 Janus Henderson Group Plc 41.73K n/a $2.46M 0.0% n/c 1 SEC ↗
63 Hsbc Holdings Plc 34.78K n/a $2.05M 0.0% n/c 1 SEC ↗ ×2
64 Envestnet Asset Management Inc 30.32K n/a $1.79M 0.0% n/c 1 SEC ↗
65 Bnp Paribas Financial Markets 30.09K n/a $1.77M 0.0% n/c 1 SEC ↗
66 First Manhattan Co. Llc. 28.46K n/a $1.68M 0.0% n/c 1 SEC ↗
67 Zurcher Kantonalbank (Zurich… 28.36K n/a $1.67M 0.0% n/c 1 SEC ↗
68 Creative Planning 28.23K n/a $1.66M 0.0% n/c 1 SEC ↗
69 Sei Investments Co 24.43K n/a $1.44M 0.0% n/c 1 SEC ↗ ×2
70 State Board Of Administration Of… 24.36K n/a $1.43M 0.0% n/c 1 SEC ↗
71 Royal Bank Of Canada 21.56K n/a $1.27M 0.0% n/c 1 SEC ↗ ×7
72 Quantinno Capital Management LP 19.70K n/a $1.16M 0.0% n/c 1 SEC ↗
73 Voya Investment Management Llc 16.89K n/a $994,483 0.0% n/c 1 SEC ↗
74 Bank Of Montreal /Can/ 15.80K n/a $930,540 0.0% n/c 1 SEC ↗ ×5
75 Victory Capital Management Inc 15.76K n/a $928,184 0.0% n/c 1 SEC ↗
76 Pictet Asset Management Holding SA 15.46K n/a $910,344 0.0% n/c 1 SEC ↗
77 Mariner, LLC 13.53K n/a $796,332 0.0% n/c 1 SEC ↗
78 Russell Investments Group, Ltd. 12.13K n/a $714,445 0.0% n/c 1 SEC ↗ ×2
79 Pacer Advisors, Inc. 11.52K n/a $678,062 0.0% n/c 1 SEC ↗
80 Wealth Enhancement Advisory… 10.26K n/a $605,404 0.0% n/c 1 SEC ↗
81 Tidal Investments LLC 10.12K n/a $595,571 0.0% n/c 1 SEC ↗
82 Mercer Global Advisors Inc /Adv 9.66K n/a $568,984 0.0% n/c 1 SEC ↗
83 Cetera Investment Advisers 9.38K n/a $552,494 0.0% n/c 1 SEC ↗
84 Osaic Holdings, Inc. 8.94K n/a $526,515 0.0% n/c 1 SEC ↗ ×2
85 Commonwealth Equity Services, Llc 7.91K n/a $465,990 0.0% n/c 1 SEC ↗
86 Federated Hermes, Inc. 7.88K n/a $464,151 0.0% n/c 1 SEC ↗
87 Prudential Financial Inc 7.75K n/a $456,614 0.0% n/c 1 SEC ↗
88 Corient Private Wealth LP 6.87K n/a $404,918 0.0% n/c 1 SEC ↗ ×2
89 LPL Financial LLC 6.81K n/a $401,052 0.0% n/c 1 SEC ↗
90 Mackenzie Financial Corp 6.67K n/a $392,650 0.0% n/c 1 SEC ↗
91 Universal- Beteiligungs- und… 6.34K n/a $373,594 0.0% n/c 1 SEC ↗
92 Captrust Financial Advisors 6.18K n/a $364,036 0.0% n/c 1 SEC ↗
93 Pnc Financial Services Group, Inc. 6.14K n/a $361,817 0.0% n/c 1 SEC ↗ ×4
94 Two Sigma Investments ✦ 5.99K -64.1% $352,456 0.0% ▼ Trim 7 SEC ↗
95 HighTower Advisors, LLC 5.94K n/a $349,809 0.0% n/c 1 SEC ↗
96 Lido Advisors, LLC 5.91K n/a $336,321 0.0% n/c 1 SEC ↗
97 Amundi 5.45K n/a $320,660 0.0% n/c 1 SEC ↗
98 Cerity Partners LLC 5.32K n/a $313,086 0.0% n/c 1 SEC ↗ ×3
99 Connor, Clark & Lunn Investment… 4.90K n/a $288,512 0.0% n/c 1 SEC ↗
100 Us Bancorp \De\ 4.25K n/a $250,358 0.0% n/c 1 SEC ↗ ×3

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $182.06M 0.0%

Exited

Arrowstreet Capital $1.13M was 0.0%
Renaissance Technologies $938,730 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 1.10M shares, $1.47M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API