Position in TXNM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,655,250
-$154,905 QoQ
Shares Held
29,152
-5.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 382 holders
Holding Since
Jun 2022
17 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, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. TXNM ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in TXNM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,250 | 29,152 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,810,155 | 30,964 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,662,241 | 28,231 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,398,085 | 24,723 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,302,511 | 23,127 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,314,538 | 24,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,157,068 | 23,532 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $968,979 | 22,138 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $877,315 | 23,737 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,028,022 | 27,312 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $531,647 | 12,780 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $731,514 | 16,398 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $575,655 | 12,764 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $308,533 | 6,338 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,889 | 6,331 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,351 | 4,578 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $235,029 | 4,919 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||