Position in TXNM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$334,547
-$44,215 QoQ
Shares Held
5,892
-9.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 382 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. TXNM ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in TXNM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,547 | 5,892 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $378,762 | 6,479 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $401,031 | 6,811 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $400,939 | 7,090 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $412,769 | 7,329 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $509,664 | 9,530 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $469,573 | 9,550 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $319,345 | 7,296 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $263,746 | 7,136 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $268,470 | 5,515 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $269,857 | 5,531 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $281,788 | 6,162 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $329,299 | 6,892 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $308,472 | 6,471 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $277,901 | 6,093 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $665,371 | 16,099 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $600,279 | 15,616 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $586,188 | 15,426 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||