Position in TXNM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$397,586
+$233,194 QoQ
Shares Held
6,801
+143.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. TXNM ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in TXNM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $397,586 | 6,801 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $164,392 | 2,792 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $154,833 | 2,738 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $141,588 | 2,514 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $128,031 | 2,394 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $305,444 | 6,212 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $237,671 | 5,430 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $193,152 | 5,226 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $171,864 | 4,566 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $183,580 | 4,413 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $207,704 | 4,656 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $199,747 | 4,429 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $206,695 | 4,246 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $235,704 | 4,831 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $217,400 | 4,754 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $42,619 | 892 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $41,425 | 869 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $39,361 | 863 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $39,845 | 817 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $40,073 | 817 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $39,649 | 817 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $33,766 | 817 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $31,405 | 817 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $31,046 | 817 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||