Position in TXNM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,908,648
+$23,247 QoQ
Shares Held
227,345
+3.1% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 382 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. TXNM ranks #30 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in TXNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,908,648 | 227,345 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $12,885,401 | 220,414 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $23,002,590 | 390,669 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $18,680,500 | 330,336 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $11,971,998 | 212,571 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $11,181,010 | 209,069 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $10,183,795 | 207,114 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $9,187,847 | 209,912 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $11,179,807 | 302,484 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $12,270,639 | 326,000 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $15,399,487 | 370,180 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $15,995,985 | 358,574 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $15,704,766 | 348,221 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $16,594,232 | 340,884 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $16,297,126 | 334,026 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $15,274,733 | 334,020 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $15,940,458 | 333,622 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,844,940 | 290,433 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $13,383,478 | 293,433 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $14,712,976 | 297,352 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $14,709,080 | 301,601 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $14,617,292 | 298,008 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $11,487,633 | 236,712 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $44,145,234 | 1,068,116 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $42,765,576 | 1,112,528 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $42,612,212 | 1,121,374 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||