TXNM

TXNM Energy, Inc.
TXNM

Overview Fund Activity

325 hedge funds and large institutions have $5.33B invested in TXNM Energy, Inc. in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+24
Holders Change %
+7.97%
% of All Funds
4.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
58
Increased
119
Reduced
101
Closed
30
Calls
$19.1M
Puts
$11.2M
Net Calls
+$7.91M
Net Calls Change
+$7.53M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$151M
2
BC
Brookfield Corp
Ontario, Canada
+$94.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$55.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$40.6M
5
MIM
Merewether Investment Management
Texas
+$39.9M

Top Sellers

1
ZP
Zimmer Partners
New York
-$166M
2
UBS Group
UBS Group
Switzerland
-$63.5M
3
Millennium Management
Millennium Management
New York
-$59.1M
4
Ameriprise
Ameriprise
Minnesota
-$51.3M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$326K -$160 -3 -0%
USAA
202
United Services Automobile Association
Texas
$310K +$310K +5,779 New
GWSG
203
GPS Wealth Strategies Group
Colorado
$307K +$588 +11 +0.2%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$307K -$27K -504 -8%
CPIG
205
Chicago Partners Investment Group
Illinois
$301K -$529 -10 -0.2%
ACM
206
Aster Capital Management
United Arab Emirates
$290K +$250K +4,778 +625%
First Eagle Investment Management
207
First Eagle Investment Management
New York
$288K +$2.46K +46 +0.9%
FRM
208
Fox Run Management
Connecticut
$286K +$286K +5,356 New
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$282K +$26K +486 +10%
SOAMC
210
Spirit of America Management Corp
New York
$278K +$26.7K +500 +11%
CGH
211
Crossmark Global Holdings
Texas
$276K -$3.26K -61 -1%
SG Americas Securities
212
SG Americas Securities
New York
$274K -$572K -10,684 -68%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$272K +$15.3K +287 +6%
HWAM
214
Hennion & Walsh Asset Management
New Jersey
$270K +$270K +5,047 New
Universal-Beteiligungs- und Servicegesellschaft
215
Universal-Beteiligungs- und Servicegesellschaft
Germany
$267K +$267K +5,000 New
M&T Bank
216
M&T Bank
New York
$259K +$259K +4,845 New
TRCT
217
Tower Research Capital (TRC)
New York
$252K -$175K -3,264 -41%
SAM
218
Shell Asset Management
Netherlands
$245K -$10.6K -198 -4%
COI
219
Connable Office Inc
Michigan
$235K -$51.1K -956 -18%
ECM
220
Everence Capital Management
Indiana
$232K – – –
TFS
221
Thoroughbred Financial Services
Tennessee
$231K -$41.9K -786 -15%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$227K – – –
LWAM
223
Legacy Wealth Asset Management
Minnesota
$227K -$29.3K -548 -11%
PWP
224
Phillips Wealth Planners
Mississippi
$210K -$47.6K -920 -18%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$209K +$209K +3,903 New
7 8
9
10 11