Position in TXNM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$291,451
-$280,580 QoQ
Shares Held
5,133
-47.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 382 holders
Holding Since
Dec 2025
3 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. TXNM ranks #31 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in TXNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,451 | 5,133 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $572,031 | 9,785 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $339,266 | 5,762 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||