Position in TXNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$61,379
-$1,816 QoQ
Shares Held
1,081
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#285
of 382 holders
Holding Since
Dec 2022
15 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, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. TXNM ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in TXNM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,379 | 1,081 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $63,195 | 1,081 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $63,649 | 1,081 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $61,130 | 1,081 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $60,881 | 1,081 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $57,811 | 1,081 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,152 | 1,081 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,315 | 1,081 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,953 | 1,081 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $40,688 | 1,081 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,844 | 453 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $20,208 | 453 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,210 | 559 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,212 | 559 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $28,054 | 575 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||