Security Snapshot

TXNM ENERGY INC - Common Stock (TXNM) Institutional Ownership

CUSIP: 69349H107

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

385

Shares (Excl. Options)

111.46MFull value: 111,456,047 · shares · 30 Jun 2026

Price

$56.78

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
TXNM on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
111,456,047
Latest holder snapshot 5 signals
Total 13F value
$6,331,039,716
Portfolio coverage rank
0.01%
Share change
+2,325,503
Value change
+$126,890,929
Number of holders
385
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
110,277,171
SEC-reported price per share
$58.32
Insider filing price
$58.32
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • TXNM - TXNM ENERGY INC - Common Stock is tracked under CUSIP 69349H107.
  • 385 institutions reported positions in Q2 2026.
  • 9 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 380 to 385 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $6.4BFull value: $6,395,380,629 · USD · 31 Mar 2026
    to
    $6.33BFull value: $6,331,039,716 · USD · 30 Jun 2026
    .

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 385 institutions filings for Q2 2026.

Open SEC evidence

Security key

69349H107

13F reference period

Q2 2026

13F holders

385

13D/G owners

9

CIK / CUSIP context first

Open Q2 2026 holders TXNM full holder history TXNM ENERGY INC SEC filings TXNM ENERGY INC company facts TXNM ENERGY INC insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

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

Rows
9
Security
TXNM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 13% +12% $829,646,032 +$98,015,100 14,225,755 +13% BlackRock, Inc. 30 Sep 2026
Troy TopCo LP 7.9% $423,760,000 8,000,000 Troy TopCo LP 18 May 2025
BALYASNY ASSET MANAGEMENT L.P. 6.4% -1.7% $402,172,469 -$1,158,052 7,113,061 -0.29% BALYASNY ASSET MANAGEMENT L.P. 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 6% $385,172,245 6,588,646 Vanguard Portfolio Management 31 Mar 2026
Pentwater Capital Management LP 5.9% $366,803,250 6,487,500 Pentwater Capital Management LP 30 Jun 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 30 Jun 2026, 385 institutional investors reported holding
111.46MFull value: 111,456,047 · shares · 30 Jun 2026
shares of TXNM ENERGY INC - Common Stock (TXNM). This represents 101% of the company’s total
110.28MFull value: 110,277,171 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
73%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 14,595,837 +9.2% 0.01% $828,751,664
Blackstone Inc. 7.3% 8,000,000 0% 1.2% $454,240,000
Balyasny Asset Management L.P. 6.5% 7,113,061 -0.29% 0.74% $403,879,604
VANGUARD PORTFOLIO MANAGEMENT LLC 6.1% 6,740,196 +2.9% 0.02% $382,708,329
Pentwater Capital Management LP 5.9% 6,487,500 +132% 2.9% $368,360,250
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 4,842,279 +2.7% 0.01% $274,944,602
STATE STREET CORP 3.7% 4,124,968 +6.2% 0.01% $234,215,683
GEODE CAPITAL MANAGEMENT, LLC 2.7% 2,996,464 +7.3% 0.01% $170,166,058
MILLENNIUM MANAGEMENT LLC 2.2% 2,470,809 -30% 0.09% $140,292,535
NORGES BANK 2.1% 2,264,722 0.01% $128,590,915
GOLDMAN SACHS GROUP INC 2% 2,206,304 -5.7% 0.01% $125,273,948
Qube Research & Technologies Ltd 1.9% 2,084,253 +66% 0.13% $118,343,885
AQR Arbitrage LLC 1.6% 1,812,443 +2.6% 1.5% $102,910,514
MORGAN STANLEY 1.4% 1,583,353 +7.1% 0% $89,902,874
Magnetar Financial LLC 1.3% 1,448,220 -1.8% 0.75% $82,229,932
Melqart Asset Management (UK) Ltd 1.2% 1,370,244 +30% 7.4% $77,802,454
ALLIANCEBERNSTEIN L.P. 1.2% 1,328,638 +22% 0.03% $77,672,177
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 1,262,285 +2.3% 0.01% $71,672,542
NORTHERN TRUST CORP 1.1% 1,208,968 +6.9% 0.01% $68,645,203
Invesco Ltd. 1.1% 1,203,808 +31% 0.01% $68,352,218
Verition Fund Management LLC 1.1% 1,203,109 -11% 0.48% $68,312,529
Governors Lane LP 0.98% 1,079,170 +143% 6.1% $61,275,273
LMR Partners LLP 0.86% 943,488 +35% 0.39% $53,571,249
GABELLI FUNDS LLC 0.85% 933,521 +4.5% 0.34% $53,005,322
MARSHALL WACE, LLP 0.81% 889,956 +24% 0.04% $50,531,703

Quarter history

Institutional holders across reporting periods

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

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 674,797 $39,039,871 +$5,923,609 $58.32 77
2026 Q2 111,456,047 $6,331,039,716 +$126,890,929 $56.78 385
2026 Q1 109,385,250 $6,395,380,629 +$16,642,155 $58.46 380
2025 Q4 108,902,402 $6,412,342,913 +$213,023,107 $58.88 380
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
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