Position in TXNM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$373,044
+$21,232 QoQ
Shares Held
6,570
+9.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 382 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. TXNM ranks #28 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in TXNM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,044 | 6,570 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $351,812 | 6,018 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $348,157 | 5,913 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $287,274 | 5,080 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||