Security Snapshot

TXNM ENERGY INC - Common Stock, no par value (TXNM) Institutional Ownership

CUSIP: 69349H107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

378

Shares (Excl. Options)

109,337,926

Price

$58.46

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+325,351
Value change
+$16,634,208
Number of holders
378
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
108,909,053
SEC-reported price per share
$59.00
Insider filing price
$59.00
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • TXNM - TXNM ENERGY INC - Common Stock, no par value is tracked under CUSIP 69349H107.
  • 378 institutions reported positions in Q1 2026.
  • 8 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 379 to 378 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $6,412,331,844 to $6,392,613,994.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 378 institutions filings for Q1 2026.

Open SEC evidence

Security key

69349H107

Latest holder period

Q1 2026

13F holders

378

13D/G owners

8

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
8
Security
TXNM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 12% -7.7% $733,387,248 +$54,342,838 12,545,112 +8% BlackRock, Inc. 31 Mar 2026
Troy TopCo LP 7.9% $423,760,000 8,000,000 Troy TopCo LP 18 May 2025
BALYASNY ASSET MANAGEMENT L.P. 6.6% $421,307,050 7,133,543 Balyasny Asset Management L.P. 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 6% $385,172,245 6,588,646 Vanguard Portfolio Management 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC 5% $321,764,951 5,504,019 Vanguard Capital Management 31 Mar 2026
T. Rowe Price Investment Management, Inc. 4.8% $249,281,344 4,424,589 T. Rowe Price Investment Management, Inc. 30 Jun 2025
FULLER & THALER ASSET MANAGEMENT, INC. 4.3% $203,789,659 3,847,266 Fuller & Thaler Asset Management, Inc. 31 Dec 2024
FMR LLC 3.4% -57% $175,712,886 -$212,586,595 3,118,795 -55% FMR LLC 30 Jun 2025

As of 31 Mar 2026, 378 institutional investors reported holding 109,337,926 shares of TXNM ENERGY INC - Common Stock, no par value (TXNM). This represents 100% of the company’s total 108,909,053 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
71%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 13,360,707 +0.74% 0.01% $781,066,972
Blackstone Inc. 7.3% 8,000,000 0% 1.9% $467,680,000
Balyasny Asset Management L.P. 6.6% 7,133,543 +109% 0.82% $417,026,924
VANGUARD PORTFOLIO MANAGEMENT LLC 6% 6,549,899 0% 0.02% $382,907,096
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 4,714,718 0% 0.01% $275,622,414
STATE STREET CORP 3.6% 3,883,309 +2.8% 0.01% $227,018,244
MILLENNIUM MANAGEMENT LLC 3.2% 3,529,510 +20% 0.15% $206,335,155
HBK INVESTMENTS L P 2.8% 3,040,938 +79% 2.2% $177,773,235
Pentwater Capital Management LP 2.6% 2,800,000 +70% 1.2% $163,688,000
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,791,413 +8.6% 0.01% $163,215,729
GOLDMAN SACHS GROUP INC 2.1% 2,339,484 +21% 0.02% $136,766,259
UBS Group AG 1.9% 2,031,304 +63% 0.02% $118,750,032
AQR Arbitrage LLC 1.6% 1,765,847 +50% 1.7% $103,231,416
Zimmer Partners, LP 1.4% 1,532,247 -18% 2.2% $89,575,160
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.4% 1,519,657 +420% 0.15% $88,839,148
MORGAN STANLEY 1.4% 1,478,197 +103% 0.01% $86,415,498
Magnetar Financial LLC 1.4% 1,475,138 -13% 0.88% $86,236,568
Empyrean Capital Partners, LP 1.3% 1,442,554 0% 2.8% $84,331,707
Verition Fund Management LLC 1.2% 1,347,251 +56% 0.77% $78,760,293
Qube Research & Technologies Ltd 1.1% 1,252,234 +29% 0.1% $73,205,600
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 1,233,668 +1.2% 0.01% $72,120,231
JPMORGAN CHASE & CO 1% 1,136,360 +89% 0% $66,636,151
NORTHERN TRUST CORP 1% 1,130,670 -5% 0.01% $66,098,968
ALLIANCEBERNSTEIN L.P. 1% 1,091,278 +9.9% 0.02% $64,254,449
Melqart Asset Management (UK) Ltd 0.96% 1,050,947 +33% 6.1% $61,438,362

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 109,337,926 $6,392,613,994 +$16,634,208 $58.46 378
2025 Q4 108,902,214 $6,412,331,844 +$213,023,107 $58.88 379
2025 Q3 105,502,831 $5,966,250,942 -$60,167,409 $56.55 363
2025 Q2 106,601,158 $6,001,882,001 +$556,207,356 $56.32 351
2025 Q1 96,714,106 $5,172,244,699 -$85,917,923 $53.48 323
2024 Q4 98,826,377 $4,859,152,991 +$474,537,646 $49.17 301
2024 Q3 89,174,261 $3,902,643,879 +$35,918,635 $43.77 298
2024 Q2 87,644,692 $3,239,417,000 +$89,594,479 $36.96 282
2024 Q1 85,079,317 $3,202,455,488 -$46,124,216 $37.64 274
2023 Q4 85,060,997 $3,531,859,908 +$16,461,305 $41.60 298
2023 Q3 84,589,108 $3,773,483,518 +$306,197,880 $44.61 295
2023 Q2 78,541,945 $3,542,828,531 -$77,609,126 $45.10 283
2023 Q1 79,649,207 $3,877,312,445 +$58,209,657 $48.68 287
2022 Q4 78,533,010 $3,831,585,197 -$91,164,982 $48.79 290
2022 Q3 80,254,171 $3,670,237,709 -$22,183,132 $45.73 257
2022 Q2 79,381,147 $3,792,915,469 -$96,144,744 $47.78 253
2022 Q1 81,645,714 $3,891,253,289 +$208,200,921 $47.67 257
2021 Q4 77,364,026 $3,528,553,285 +$18,799,848 $45.61 256
2021 Q3 76,236,079 $3,771,836,407 +$87,709,352 $49.48 257
2021 Q2 74,429,665 $3,629,932,986 -$106,774,401 $48.77 255
2021 Q1 76,480,450 $3,751,355,559 -$31,735,161 $49.05 249
2020 Q4 77,168,666 $3,744,463,546 -$139,360,412 $48.53 263
2020 Q3 80,977,759 $3,346,606,561 +$4,533,506 $41.33 239
2020 Q2 81,013,585 $3,123,025,846 +$68,050,356 $38.44 239
2020 Q1 79,269,958 $3,012,631,555 +$238,824,050 $38.00 234
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