Filing Research | TXNM - TXNM Energy, Inc. Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	316.4KSH	$18.0M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	263.3KSH	$14.9M
3	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	160.3KSH	$9.1M
4	ABC ARBITRAGE SA	Shares	70.6KSH	$4.0M
5	Police & Firemen's Retirement System of New Jersey	Shares	30.8KSH	$1.7M
6	Louisiana State Employees Retirement System	Shares	29.2KSH	$1.7M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.2KSH	$1.5M
8	VISTA INVESTMENT PARTNERS LLC	Shares	22.1KSH	$1.3M
9	MOODY NATIONAL BANK TRUST DIVISION	Shares	21.3KSH	$1.2M
10	GAMMA Investing LLC	Shares	15.2KSH	$860.7K
11	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	12.0KSH	$680.0K
12	FIRST CITIZENS BANK & TRUST CO	Shares	11.5KSH	$650.6K
13	Envestnet Portfolio Solutions, Inc.	Shares	11.2KSH	$638.2K
14	Bank & Trust Co	Shares	11.1KSH	$629.7K
15	Hennion & Walsh Asset Management, Inc.	Shares	10.4KSH	$593.0K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.2KSH	$524.7K
17	Olympiad Research LP	Shares	8.7KSH	$491.9K
18	SECURIAN ASSET MANAGEMENT, INC	Shares	7.3KSH	$421.8K
19	Ballentine Partners, LLC	Shares	7.4KSH	$419.3K
20	IFM Investors Pty Ltd	Shares	7.3KSH	$416.1K
21	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	5.6KSH	$318.0K
22	Crossmark Global Holdings, Inc.	Shares	5.2KSH	$296.9K
23	Themes Management Co LLC	Shares	4.9KSH	$279.5K
24	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	4.7KSH	$265.8K
25	SIGNATUREFD, LLC	Shares	3.8KSH	$214.2K
26	Farther Finance Advisors, LLC	Shares	1.4KSH	$82.0K
27	Versant Capital Management, Inc	Shares	1.3KSH	$71.3K
28	EverSource Wealth Advisors, LLC	Shares	965SH	$54.8K
29	EASTERN BANK	Shares	686SH	$39.0K
30	IFP Advisors, Inc	Shares	684SH	$38.8K
31	Ares Financial Consulting, LLC	Shares	536SH	$30.4K
32	Cape Investment Advisory, Inc.	Shares	507SH	$28.8K
33	Hughes Financial Services, LLC	Shares	476SH	$27.0K
34	Fortis Group Advisors, LLC	Shares	400SH	$22.7K
35	MassMutual Private Wealth & Trust, FSB	Shares	389SH	$22.1K
36	GHP Investment Advisors, Inc.	Shares	95SH	$5.4K
37	FARMERS & MERCHANTS INVESTMENTS INC	Shares	81SH	$4.6K
38	Torren Management, LLC	Shares	79SH	$4.5K
39	Cedar Mountain Advisors, LLC	Shares	63SH	$3.6K
40	HIGHLINE WEALTH PARTNERS LLC	Shares	59SH	$3.4K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	57.5KSH	$3.3K
42	Sachetta, LLC	Shares	54SH	$3.1K
43	AMALGAMATED BANK	Shares	42.4KSH	$2.4K
44	JFS WEALTH ADVISORS, LLC	Shares	41SH	$2.3K
45	True Wealth Design, LLC	Shares	27SH	$1.5K
46	SJS Investment Consulting Inc.	Shares	26SH	$1.5K
47	AdvisorNet Financial, Inc	Shares	26SH	$1.5K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	26SH	$1.5K
49	Physician Wealth Advisors, Inc.	Shares	24SH	$1.4K
50	State of Alaska, Department of Revenue	Shares	15.4KSH	$875

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	FIRST CITIZENS BANK & TRUST CO new	Shares	+11.5K	+$650.6K	$650.6K
2	Envestnet Portfolio Solutions, Inc. new	Shares	+11.2K	+$638.2K	$638.2K
3	GAMMA Investing LLC added	Shares	+4.5K	+$236.0K	$860.7K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+3.2K	+$133.2K	$1.7M
5	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+5.6K	+$59.6K	$9.1M
6	SIGNATUREFD, LLC added	Shares	+615	+$29.6K	$214.2K
7	Cape Investment Advisory, Inc. new	Shares	+507	+$28.8K	$28.8K
8	Ballentine Partners, LLC added	Shares	+595	+$22.4K	$419.3K
9	MassMutual Private Wealth & Trust, FSB added	Shares	+231	+$12.8K	$22.1K
10	Themes Management Co LLC added	Shares	+330	+$11.0K	$279.5K
11	Versant Capital Management, Inc added	Shares	+144	+$6.3K	$71.3K
12	SECURIAN ASSET MANAGEMENT, INC added	Shares	+204	+$4.2K	$421.8K
13	Sachetta, LLC new	Shares	+54	+$3.1K	$3.1K
14	AdvisorNet Financial, Inc added	Shares	+9	+$482	$1.5K
15	True Wealth Design, LLC added	Shares	+8	+$423	$1.5K
16	Fortitude Family Office, LLC new	Shares	+4	+$227	$227
17	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$170	$170
18	Activest Wealth Management new	Shares	0	$0	$0
19	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$1	$12
20	TFC Financial Management, Inc. unchanged	Shares	0	-$3	$114
21	SBI Securities Co., Ltd. unchanged	Shares	0	-$7	$227
22	Financial Management Professionals, Inc. unchanged	Shares	0	-$14	$454
23	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$21	$739
24	State of Alaska, Department of Revenue added	Shares	+13	-$24	$875
25	SJS Investment Consulting Inc. unchanged	Shares	0	-$38	$1.5K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$51	$1.5K
27	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$69	$2.3K
28	AMALGAMATED BANK trimmed	Shares	-39	-$74	$2.4K
29	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$99	$3.4K
30	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$106	$3.6K
31	Torren Management, LLC unchanged	Shares	0	-$113	$4.5K
32	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$136	$4.6K
33	GHP Investment Advisors, Inc. unchanged	Shares	0	-$159	$5.4K
34	FNY Investment Advisers, LLC exited	Shares	-5.0K	-$292	$0
35	Hughes Financial Services, LLC added	Shares	+5	-$508	$27.0K
36	IFM Investors Pty Ltd added	Shares	+200	-$620	$416.1K
37	Fortis Group Advisors, LLC unchanged	Shares	0	-$672	$22.7K
38	Physician Wealth Advisors, Inc. trimmed	Shares	-11	-$684	$1.4K
39	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.0K	$30.4K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-17.3K	-$1.1K	$3.3K
41	EASTERN BANK unchanged	Shares	0	-$1.2K	$39.0K
42	Marquette Asset Management, LLC exited	Shares	-22	-$1.3K	$0
43	IFP Advisors, Inc trimmed	Shares	-5	-$1.4K	$38.8K
44	Wall Street Financial Group, Inc. exited	Shares	-34	-$2.0K	$0
45	Louisiana State Employees Retirement System added	Shares	+800	-$2.3K	$1.7M
46	Blue Trust, Inc. trimmed	Shares	-59	-$3.5K	$511
47	Crossmark Global Holdings, Inc. unchanged	Shares	0	-$8.8K	$296.9K
48	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	-$9.4K	$318.0K
49	MOODY LYNN LIEBERSON & WALKER, LLC added	Shares	+152	-$11.2K	$680.0K
50	Farther Finance Advisors, LLC trimmed	Shares	-182	-$13.5K	$82.0K

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