Position in TXNM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$22,087
+$12,851 QoQ
Shares Held
389
+146.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 382 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. TXNM ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in TXNM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,087 | 389 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $9,236 | 158 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,192 | 275 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $15,551 | 275 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $75,468 | 1,340 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $15,562 | 291 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $21,880 | 445 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $12,737 | 291 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $10,681 | 289 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $11,706 | 311 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,412 | 58 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $713 | 16 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,262 | 28 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,961 | 143 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4 | 73 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $731 | 16 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $764 | 16 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $762 | 16 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||