Steward Partners Investment Advisory, LLC

Position in TXNM — Txnm Energy Inc

CIK 1723397 STAMFORD, CT

Back to TXNM Full portfolio

Position in TXNM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$46,048

-$1,538 QoQ

Shares Held

811

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#289

of 382 holders

Holding Since

Mar 2020

11 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, 2026

Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. TXNM ranks #27 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	568,426	$49,890,750
2	ETR	Entergy Corp /De/	218,078	$25,048,439
3	AEP	American Electric Power Co Inc	182,456	$24,961,805
4	DUK	Duke Energy CORP	196,991	$24,935,120
5	SO	Southern Co	174,167	$16,669,523
6	D	Dominion Energy, Inc	149,586	$10,215,227
7	WEC	Wec Energy Group, Inc.	36,031	$4,207,339
8	PEG	Public Service Enterprise Group Inc	40,184	$3,261,333

All Filings in TXNM

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,048	811	-0.4%	Shares	Sole	2026-08-13
2026-03-31	$47,586	814	-3.0%	Shares	Sole	2026-05-08
2025-12-31	$49,400	839	0.0%	Shares	Sole	2026-02-12
2025-09-30	$47,445	839	-2.6%	Shares	Sole	2025-11-12
2025-06-30	$48,491	861	-49.8%	Shares	Sole	2025-08-12
2025-03-31	$91,664	1,714	+20.4%	Shares	Sole	2025-05-13
2024-12-31	$69,968	1,423	+110.8%	Shares	Sole	2025-02-06
2024-09-30	$29,544	675	+824.7%	Shares	Sole	2024-11-14
2020-09-30	$3,017	73	0.0%	Shares	Sole	2020-10-30
2020-06-30	$2,806	73	0.0%	Shares	Sole	2020-08-06
2020-03-31	$2,774	73	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.