AE Wealth Management LLC

Position in TXNM — Txnm Energy Inc

CIK 1697723 TOPEKA, KS

Position in TXNM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$202,356

-$45,448 QoQ

Shares Held

3,564

-15.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#270

of 382 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. TXNM ranks #27 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	371,977	$50,890,137
2	D	Dominion Energy, Inc	472,104	$32,239,945
3	ES	Eversource Energy	443,297	$32,037,042
4	CMS	Cms Energy Corp	400,653	$30,649,933
5	EIX	Edison International	389,463	$28,995,491
6	EXC	Exelon Corp	581,581	$27,113,268
7	WEC	Wec Energy Group, Inc.	230,106	$26,869,439
8	LNT	Alliant Energy Corp	340,356	$25,965,730

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,356	3,564	-15.9%	Shares	Other	2026-08-03
2026-03-31	$247,804	4,239	-50.3%	Shares	Other	2026-05-13
2025-12-31	$502,054	8,527	+19.6%	Shares	Other	2026-01-26
2025-09-30	$403,190	7,130	-51.9%	Shares	Other	2025-11-03
2023-09-30	$661,700	14,833	+6.5%	Shares	Sole	2023-10-11
2023-06-30	$628,288	13,931	+2.1%	Shares	Sole	2023-07-10
2023-03-31	$664,530	13,651	+2.0%	Shares	Sole	2023-04-14
2022-12-31	$652,663	13,377	+4.6%	Shares	Sole	2023-01-31
2022-09-30	$585,069	12,794	+9.8%	Shares	Sole	2022-10-25
2022-06-30	$556,541	11,648	+1.8%	Shares	Sole	2022-08-03
2022-03-31	$545,392	11,441	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.