Position in TXNM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$54,789
-$18,690 QoQ
Shares Held
965
-23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 382 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. TXNM ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in TXNM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,789 | 965 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $73,479 | 1,257 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $63,175 | 1,073 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $103,993 | 1,839 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $86,055 | 1,528 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,936 | 485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,642 | 969 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,510 | 263 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,275 | 251 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,924 | 370 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,324 | 128 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,959 | 156 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,337 | 74 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $56,127 | 1,153 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $63,839 | 1,396 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||