Position in TXNM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,528,327
-$508,778 QoQ
Shares Held
97,364
-5.7% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#101
of 382 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Phocas Financial Corp. holds $11,882,927 across 2 Utilities - Regulated Electric names. TXNM ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
42,000 | $6,354,600 | |
| 2 | TXNM |
Txnm Energy Inc
This page
|
97,364 | $5,528,327 |
All Filings in TXNM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,528,327 | 97,364 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,037,105 | 103,269 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,581,271 | 128,758 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,235,629 | 127,951 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||