Position in TXNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$745,861
+$279,293 QoQ
Shares Held
13,136
+64.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 382 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 47%
Shared 1%
None 52%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. TXNM ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in TXNM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,861 | 13,136 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $466,568 | 7,981 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $313,064 | 5,317 | Shares | Defined | 2026-02-11 | |
| 2024-12-31 | $2,079,350 | 42,289 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,868,585 | 42,691 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,601,476 | 43,330 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,673,888 | 44,471 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,342,889 | 32,281 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,710,302 | 38,339 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,703,697 | 37,776 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||