TXNM · Company research
TXNM Energy, Inc. (TXNM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18070 | 1026015 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sand Grove Capital Management LLP | 1665077 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 506546 | 28761682 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 609070 | 34582995 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Melqart Asset Management (UK) Ltd | 1712901 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1370244 | 77802454 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Carlson Capital, L.P. | 1056973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 851700 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aigen Investment Management, LP | 1741224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28679 | 1628394 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5144 | 292076 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 791704 | 44952953 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 371 | 21065 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 372254 | 21136582 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Birnam Oak Advisors, LP | 1997245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120082 | 6818256 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4162 | 236318 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134247 | 7622545 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16963 | 963159 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 2101 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 770 | 43721 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11459 | 650642 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Torren Management, LLC | 2096203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79 | 4503 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 536 | 30434 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 739 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43609 | 2476119 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14673 | 833133 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78159 | 4437868 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410698 | 23319444 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81200 | 4610536 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132319 | 7513073 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 85170 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Acumen Wealth Advisors, LLC | 1939202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 3862 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97338 | 5526852 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cape Investment Advisory, Inc. | 1944437 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 507 | 28798 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36007 | 2044478 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17794 | 1010343 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28809 | 1635775 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| California Public Employees Retirement System | 919079 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173148 | 9831343 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 286261 | 16253900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1892397 | 107450302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78063 | 4432417 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3219 | 182775 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45439 | 2580033 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26461 | 1502456 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stratos Investment Management, LLC | 1707206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4173 | 236998 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1290 | 73246 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Johnson Financial Group, LLC | 1706327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3964 | 225076 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Hudson Bay Capital Management LP | 1393825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 813032 | 46163957 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAMBIAR INVESTORS LLC | 823621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27959 | 1587512 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 114 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5574 | 316492 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Phocas Financial Corp. | 1356783 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97364 | 5528328 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Athos Capital Ltd | 1681662 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157592 | 8948 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199 | 11300 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Pentwater Capital Management LP | 1425851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6487500 | 368360250 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53709 | 3049598 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 3350 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CREDIT INDUSTRIEL ET COMMERCIAL | 1274419 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160279 | 9100642 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 851700 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1328638 | 77672177 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69697 | 3957396 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6506 | 369411 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SONA ASSET MANAGEMENT (US) LLC | 1856405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90000 | 5110200 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 913 | 51959 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15048 | 854425 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Yaupon Capital Management LP | 1755028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83808 | 4758618 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4506 | 255851 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nearwater Capital Markets, Ltd | 1915842 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223100 | 12667618 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cannon Global Investment Management, LLC | 1844427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 567800 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| PRUDENTIAL FINANCIAL INC | 1137774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18810 | 1068032 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8825 | 501084 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10600 | 601868 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234574 | 13319112 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 170 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Vise Technologies, Inc. | 1812090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8281 | 470189 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bridgewater Associates, LP | 1350694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78109 | 4435029 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tyche Wealth Partners LLC | 2004818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6593 | 374335 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 1250 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79092 | 4490879 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 676 | 38383 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14084 | 811406 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196700 | 11168626 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WealthCollab, LLC | 2017870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 4316 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11975 | 679920 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.