| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | $581,473,882 | 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% | $251,006,934 | 4,424,589 | T. Rowe Price Investment Management, Inc. | 30 Jun 2025 | |||
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.3% | $192,594,116 | 3,847,266 | Fuller & Thaler Asset Management, Inc. | 31 Dec 2024 | |||
| FMR LLC | 3.4% | -57% | $163,923,842 | -$198,323,597 | 3,118,795 | -55% | FMR LLC | 30 Jun 2025 |
As of 30 Sep 2025, 362 institutional investors reported holding 105,513,925 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 | 18,230,815 | $1,073,433,778 | +$61,573,756 | $58.88 | 129 |
| 2025 Q3 | 105,513,925 | $5,966,878,308 | -$62,355,530 | $56.55 | 362 |
| 2025 Q2 | 106,601,158 | $6,001,882,001 | +$556,207,510 | $56.32 | 351 |
| 2025 Q1 | 96,714,106 | $5,172,244,414 | -$85,917,940 | $53.48 | 323 |
| 2024 Q4 | 98,818,263 | $4,858,743,934 | +$474,139,935 | $49.17 | 301 |
| 2024 Q3 | 89,174,261 | $3,902,643,901 | +$35,918,593 | $43.77 | 298 |
| 2024 Q2 | 87,629,079 | $3,238,840,072 | +$89,333,868 | $36.96 | 282 |
| 2024 Q1 | 85,062,044 | $3,201,805,156 | +$34,376,723 | $37.64 | 274 |
| 2023 Q4 | 391,391 | $16,281,866 | -$39,990,330 | $41.60 | 5 |
| 2023 Q3 | 81,636,360 | $3,641,768,106 | +$132,123,665 | $44.61 | 290 |
| 2023 Q2 | 78,540,825 | $3,542,777,779 | -$53,747,924 | $45.10 | 281 |
| 2023 Q1 | 78,259,683 | $3,809,671,232 | -$85,349,153 | $48.68 | 283 |
| 2022 Q4 | 77,066,295 | $3,760,023,569 | -$159,384,457 | $48.79 | 286 |
| 2022 Q3 | 78,063,512 | $3,569,913,739 | -$15,837,241 | $45.73 | 249 |
| 2022 Q2 | 76,214,723 | $3,641,626,368 | -$76,504,062 | $47.78 | 246 |
| 2022 Q1 | 78,193,141 | $3,726,331,592 | +$94,305,792 | $47.67 | 251 |
| 2021 Q4 | 77,194,444 | $3,520,701,402 | +$134,929,831 | $45.61 | 253 |
| 2021 Q3 | 73,260,643 | $3,624,611,459 | -$13,703,157 | $49.48 | 254 |
| 2021 Q2 | 73,528,229 | $3,585,970,339 | +$61,081,229 | $48.77 | 252 |
| 2021 Q1 | 72,148,817 | $3,538,514,839 | -$232,392,867 | $49.05 | 247 |
| 2020 Q4 | 77,000,802 | $3,733,289,948 | -$144,390,054 | $48.53 | 259 |
| 2020 Q3 | 78,276,172 | $3,234,416,707 | +$5,363,483 | $41.33 | 236 |
| 2020 Q2 | 80,966,019 | $3,121,198,364 | +$70,896,688 | $38.44 | 236 |
| 2020 Q1 | 79,159,796 | $3,008,443,317 | +$238,321,653 | $38.00 | 229 |
| 2019 Q4 | 71,883,285 | $3,644,711,625 | +$6,193,902 | $50.71 | 247 |
| 2019 Q3 | 71,784,738 | $3,737,770,452 | +$18,061,734 | $52.08 | 241 |
| 2019 Q2 | 71,479,438 | $3,638,891,340 | +$29,582,769 | $50.91 | 233 |
| 2019 Q1 | 71,470,278 | $3,383,282,090 | +$12,469,756 | $47.34 | 252 |
| 2018 Q4 | 71,349,114 | $2,931,220,642 | +$100,682 | $41.09 | 260 |
| 2018 Q3 | 71,360,223 | $2,815,047,182 | -$24,984,042 | $39.45 | 251 |
| 2018 Q2 | 71,268,218 | $2,772,261,754 | +$14,295,511 | $38.90 | 256 |
| 2018 Q1 | 71,204,588 | $2,720,455,775 | -$35,551,470 | $38.25 | 252 |
| 2017 Q4 | 72,196,232 | $2,912,220,630 | -$4,016,243 | $40.45 | 266 |
| 2017 Q3 | 73,425,748 | $2,959,972,025 | -$54,970,160 | $40.30 | 234 |
| 2017 Q2 | 74,906,398 | $2,865,365,977 | +$25,931,596 | $38.25 | 220 |
| 2017 Q1 | 74,899,777 | $2,771,473,776 | +$287,528,280 | $37.00 | 215 |
| 2016 Q4 | 75,242,072 | $2,580,580,318 | +$51,927,622 | $34.30 | 229 |
| 2016 Q3 | 73,532,517 | $2,405,886,808 | +$699,929 | $32.72 | 231 |
| 2016 Q2 | 73,449,585 | $2,602,871,348 | +$48,444,283 | $35.44 | 231 |
| 2016 Q1 | 73,082,674 | $2,464,013,276 | +$59,275,784 | $33.72 | 230 |
| 2015 Q4 | 71,436,476 | $2,184,008,912 | +$22,959,016 | $30.57 | 205 |
| 2015 Q3 | 70,295,269 | $1,971,638,606 | +$43,038,568 | $28.05 | 196 |
| 2015 Q2 | 66,357,700 | $1,632,389,257 | +$9,496,630 | $24.60 | 202 |
| 2015 Q1 | 69,190,883 | $2,020,719,455 | -$26,610,079 | $29.20 | 216 |
| 2014 Q4 | 69,315,019 | $2,053,895,739 | +$42,218,077 | $29.63 | 211 |
| 2014 Q3 | 70,827,941 | $1,764,310,386 | +$35,898,738 | $24.91 | 193 |
| 2014 Q2 | 69,630,070 | $2,041,971,062 | +$8,509,930 | $29.33 | 206 |
| 2014 Q1 | 67,583,392 | $1,826,955,582 | +$2,965,619 | $27.03 | 204 |