Position in TXNM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$214,230
+$29,614 QoQ
Shares Held
3,773
+19.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#266
of 382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. TXNM ranks #30 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in TXNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,230 | 3,773 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $184,616 | 3,158 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $180,349 | 3,063 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $154,211 | 2,727 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $154,373 | 2,741 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $149,476 | 2,795 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $138,659 | 2,820 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $121,811 | 2,783 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $120,896 | 3,271 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $137,800 | 3,661 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $65,520 | 1,575 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $191,599 | 4,295 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $107,608 | 2,386 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $115,274 | 2,368 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $70,843 | 1,452 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $35,806 | 783 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $23,364 | 489 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,868 | 228 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,929 | 130 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $6,679 | 135 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,340 | 130 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,014 | 143 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,308 | 130 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,372 | 130 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,997 | 130 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $13,984 | 368 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||