Position in TXNM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$679,940
+$105,220 QoQ
Shares Held
11,975
+21.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 382 holders
Holding Since
Jun 2024
8 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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. TXNM ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in TXNM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,940 | 11,975 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $574,720 | 9,831 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $552,471 | 9,383 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $263,579 | 4,661 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,159 | 5,223 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $282,427 | 5,281 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $235,770 | 4,795 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $307,174 | 8,311 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||