Position in TXNM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,770,461
-$596,169 QoQ
Shares Held
150,025
-5.7% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026New York Life Investment Management LLC holds $175,404,995 across 24 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
310,549 | $27,256,885 | |
| 2 | D |
Dominion Energy, Inc
|
251,557 | $17,178,827 | |
| 3 | SO |
Southern Co
|
157,040 | $15,030,298 | |
| 4 | DUK |
Duke Energy CORP
|
108,609 | $13,747,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
75,783 | $10,367,872 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
128,309 | $9,189,490 | |
| 7 | ETR |
Entergy Corp /De/
|
63,871 | $7,336,223 | |
| 8 | EXC |
Exelon Corp
|
152,644 | $7,116,263 |
All Filings in TXNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,770,461 | 150,025 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,366,630 | 159,080 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,595,600 | 152,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,089,354 | 143,632 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||