TXNM ENERGY INC - COMMON STOCK (TXNM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
TXNM on NYSE
Shares outstanding
92,178,938
Price per share
$58.88
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
62,188,755
Total reported value
$3,661,841,120
% of total 13F portfolios
0%
Share change
+3,047,985
Value change
+$183,442,219
Number of holders
270
Price from insider filings
$58.88
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TXNM ENERGY INC - COMMON STOCK (TXNM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 12% $615,275,101 11,615,539 BlackRock, Inc. 31 Mar 2025
Troy TopCo LP 7.9% $423,760,000 8,000,000 Troy TopCo LP 18 May 2025
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 Dec 2025, 270 institutional investors reported holding 62,188,755 shares of TXNM ENERGY INC - COMMON STOCK (TXNM). This represents 67% of the company’s total 92,178,938 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TXNM ENERGY INC - COMMON STOCK (TXNM) together control 58% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 13,262,032 +4.7% 0.01% $780,868,389
VANGUARD GROUP INC 13% 11,899,308 +2.9% 0.01% $700,631,255
STATE STREET CORP 4.1% 3,776,598 +3% 0.01% $222,366,090
NORGES BANK 3.4% 3,092,063 0.02% $182,060,669
GEODE CAPITAL MANAGEMENT, LLC 2.8% 2,570,550 +6.7% 0.01% $151,378,294
REAVES W H & CO INC 2.7% 2,477,663 -2.9% 2.6% $145,884,797
GOLDMAN SACHS GROUP INC 2.1% 1,931,107 +53% 0.02% $113,703,600
DIMENSIONAL FUND ADVISORS LP 1.7% 1,526,505 +0.12% 0.02% $89,880,794
UBS Group AG 1.4% 1,244,976 +54% 0.01% $73,304,187
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 1,218,643 -1% 0.01% $71,753,700
NEUBERGER BERMAN GROUP LLC 1.1% 1,032,749 +27% 0.05% $60,808,260
GABELLI FUNDS LLC 0.95% 875,164 +2.3% 0.35% $51,529,656
Verition Fund Management LLC 0.94% 865,880 +35% 0.28% $50,983,014
FRANKLIN RESOURCES INC 0.89% 820,045 -38% 0.01% $48,284,249
Hudson Bay Capital Management LP 0.88% 808,116 +18% 0.27% $47,581,870
Bank of New York Mellon Corp 0.84% 777,197 -25% 0.01% $45,761,371
GAMCO INVESTORS, INC. ET AL 0.84% 773,440 -3.8% 0.44% $45,540,147
MORGAN STANLEY 0.79% 727,022 +2.2% 0% $42,807,135
MARSHALL WACE, LLP 0.75% 689,412 +58% 0.04% $40,592,577
FIRST TRUST ADVISORS LP 0.66% 605,275 -8% 0.03% $35,638,596
JPMORGAN CHASE & CO 0.65% 600,813 -24% 0% $35,375,869
ALPINE ASSOCIATES MANAGEMENT INC. 0.55% 506,807 +39% 2% $29,840,797
Legal & General Group Plc 0.53% 487,847 -9% 0.01% $28,724,430
DEUTSCHE BANK AG\ 0.53% 485,868 +50% 0.01% $28,607,908
SEGALL BRYANT & HAMILL, LLC 0.47% 435,046 -4.6% 0.35% $25,615,508

Institutional Holders of TXNM ENERGY INC - COMMON STOCK (TXNM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 62,188,755 $3,661,841,120 +$183,442,219 $58.88 270
2025 Q3 105,513,927 $5,966,878,421 -$60,172,951 $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
2019 Q4 72,649,041 $3,683,740,144 +$16,368,600 $50.71 254
2019 Q3 72,254,090 $3,762,212,733 +$22,677,957 $52.08 248
2019 Q2 71,848,158 $3,657,663,078 +$29,130,509 $50.91 238
2019 Q1 71,851,523 $3,401,330,124 +$9,654,762 $47.34 258
2018 Q4 71,770,289 $2,948,525,863 -$2,506,594 $41.09 263
2018 Q3 71,819,212 $2,833,156,194 -$24,449,091 $39.45 256
2018 Q2 72,700,869 $2,827,996,730 +$17,087,980 $38.90 261
2018 Q1 72,185,335 $2,757,968,471 -$34,322,484 $38.25 255
2017 Q4 73,165,206 $2,951,475,298 -$20,957,014 $40.45 269
2017 Q3 73,494,792 $2,962,753,604 -$55,265,332 $40.30 237
2017 Q2 74,982,758 $2,868,281,178 +$27,079,751 $38.25 221
2017 Q1 74,979,204 $2,774,409,704 +$286,803,014 $37.00 218
2016 Q4 75,366,150 $2,584,836,318 +$53,147,832 $34.30 232
2016 Q3 73,598,271 $2,408,037,808 -$7,540,561 $32.72 233
2016 Q2 73,472,858 $2,603,695,348 +$48,484,529 $35.44 233
2016 Q1 73,104,473 $2,464,748,276 +$59,214,146 $33.72 231
2015 Q4 71,437,067 $2,184,026,912 +$22,960,074 $30.57 207
2015 Q3 71,693,998 $2,010,872,606 +$38,306,779 $28.05 197
2015 Q2 69,896,299 $1,719,439,257 +$8,656,033 $24.60 204
2015 Q1 69,190,883 $2,020,719,455 -$26,608,822 $29.20 215
2014 Q4 69,383,088 $2,055,912,739 +$22,256,201 $29.63 212
2014 Q3 71,077,351 $1,770,523,386 +$33,425,500 $24.91 194
2014 Q2 69,630,070 $2,041,971,062 +$8,419,403 $29.33 206
2014 Q1 69,538,965 $1,879,814,582 +$20,529,399 $27.03 204