| 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 30 Sep 2025, 360 institutional investors reported holding 105,512,855 shares of TXNM ENERGY INC - COMMON STOCK (TXNM). This represents 114% of the company’s total 92,178,938 outstanding shares.
The largest institutional shareholders of TXNM ENERGY INC - COMMON STOCK (TXNM) together control 77% 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% | 12,664,143 | +1.7% | 0.01% | $716,157,312 |
| VANGUARD GROUP INC | 13% | 11,568,926 | +16% | 0.01% | $654,222,766 |
| Blackstone Inc. | 8.7% | 8,000,000 | 0% | 1.9% | $452,400,000 |
| Balyasny Asset Management L.P. | 4.4% | 4,042,301 | +345% | 0.46% | $228,592,122 |
| STATE STREET CORP | 4% | 3,668,197 | +2.4% | 0.01% | $207,436,540 |
| Zimmer Partners, LP | 3.7% | 3,389,018 | -6.3% | 4.7% | $191,648,968 |
| REAVES W H & CO INC | 2.8% | 2,551,398 | -0.79% | 2.6% | $144,281,557 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 2,409,409 | +5.9% | 0.01% | $136,277,639 |
| D. E. Shaw & Co., Inc. | 1.9% | 1,747,985 | +518% | 0.08% | $98,848,552 |
| MILLENNIUM MANAGEMENT LLC | 1.8% | 1,701,836 | +348% | 0.08% | $96,238,826 |
| Magnetar Financial LLC | 1.8% | 1,689,221 | +2.4% | 0.58% | $95,525,448 |
| SONA ASSET MANAGEMENT (US) LLC | 1.8% | 1,663,830 | +80% | 3.7% | $94,089,587 |
| DIMENSIONAL FUND ADVISORS LP | 1.7% | 1,524,702 | -0.79% | 0.02% | $86,221,941 |
| Empyrean Capital Partners, LP | 1.6% | 1,442,554 | 0% | 3.3% | $81,576,429 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.6% | 1,433,275 | -19% | 0.13% | $81,051,701 |
| FRANKLIN RESOURCES INC | 1.4% | 1,319,734 | -13% | 0.02% | $74,630,958 |
| GOLDMAN SACHS GROUP INC | 1.4% | 1,262,178 | -31% | 0.01% | $71,376,157 |
| River Road Asset Management, LLC | 1.4% | 1,246,202 | -3.1% | 0.79% | $70,472,723 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3% | 1,230,913 | +2.2% | 0.01% | $69,608,130 |
| NORTHERN TRUST CORP | 1.3% | 1,196,845 | +1.8% | 0.01% | $67,681,585 |
| FMR LLC | 1.3% | 1,194,759 | -62% | 0% | $67,563,627 |
| Pentwater Capital Management LP | 1.3% | 1,190,000 | +5.7% | 0.6% | $67,294,500 |
| AQR Arbitrage LLC | 1.1% | 1,047,107 | +6.5% | 1.5% | $59,213,901 |
| Bank of New York Mellon Corp | 1.1% | 1,039,661 | -15% | 0.01% | $58,792,857 |
| Invesco Ltd. | 1.1% | 1,025,607 | +29% | 0.01% | $57,998,076 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 929,062 | $54,717,427 | +$4,250,111 | $58.88 | 35 |
| 2025 Q3 | 105,512,855 | $5,966,817,799 | -$62,368,752 | $56.55 | 360 |
| 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 |