$TXNM

$58.63 +$0.23 (0.39%) Close

$TXNM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 103.0M shares outstanding

Who owns TXNM?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 63.4%

BlackRock, Inc. 14.2% · Blackstone Inc. 7.8%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

384

+4 vs last qtr

Net shares bought

+2.0M

by institutions in Q2 2026

New / sold out

49 / 45

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Pentwater Capital Management LP +3.7M
Norges Bank NEW +2.3M

Biggest sellers in Q2 2026

HBK Investments L P −2.6M
Zimmer Partners, LP SOLD OUT −1.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$104K

1 notice from 1 person

Shares covered

1.8K

0.00% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Vicky A. Bailey Ttee The Vicky A Bailey Revocable Trust Director $104K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

+28.0%

+3.59% a year

Each share's claim on the business

−21.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$82.7M vs $64.3M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years49% 3–5 years10% 1–3 years31% Under 1 year10%

Quarterly turnover

15.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TXNM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	14.6M	14.16%	+1.2M (+9.2%)	≤2021	0.0%
Shares held by quarter Peak holding14.6M (Q2'26) Change over 8 quarters+1.4M Share of the company14.160% BlackRock, Inc.'s full portfolio →
B Blackstone Inc.	8.0M	7.76%	Unchanged	2025	1.2%
Shares held by quarter Peak holding8.0M (Q2'25) Change over 8 quarters+8.0M Share of the company7.760% Blackstone Inc.'s full portfolio →

BlackRock, Inc.

14.6M

% of company

14.16%

Change vs last qtr

+1.2M (+9.2%)

Held since

≤2021

Blackstone Inc.

8.0M

% of company

7.76%

Change vs last qtr

Unchanged

Held since

2025

28 more super investors behind a free account

See every manager holding TXNM Energy Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TXNM on Form N-PORT; together they hold 34.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$200M	3.5M	3.41%	0.01%	June 30, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$194M	3.4M	3.31%	0.16%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$200M

% of company

3.41%

% of the fund

0.01%

As of

June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$194M

% of company

3.31%

% of the fund

0.16%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding TXNM Energy Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TT Troy TopCo LP 5%+ holder 13D · 7.9%	8.0M	7.76%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.760% Disclosed stake13D · 7.9% View the 13D/G filing →
VP Vincent Patricia K Insider	776.5K	0.75%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.750% Vincent Patricia K's insider activity →

Troy TopCo LP

5%+ holder13D · 7.9%

8.0M

% of company

7.76%

Change vs last qtr

—

Held since

—

Vincent Patricia K

Insider

776.5K

% of company

0.75%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of TXNM Energy Inc.

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