Global Retirement Partners, LLC

Pension

Position in TXNM — Txnm Energy Inc

CIK 1749744 San Rafael, CA

Position in TXNM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$182,774

+$14,495 QoQ

Shares Held

3,219

+12.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#272

of 382 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. TXNM ranks #29 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	66,982	$8,478,581
2	NEE	Nextera Energy Inc	92,001	$8,074,927
3	AEP	American Electric Power Co Inc	27,690	$3,788,268
4	WEC	Wec Energy Group, Inc.	31,775	$3,710,366
5	ETR	Entergy Corp /De/	24,094	$2,767,436
6	SO	Southern Co	25,025	$2,392,706
7	EIX	Edison International	31,842	$2,370,636
8	EXC	Exelon Corp	35,005	$1,631,933

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,774	3,219	+12.6%	Shares	Sole	2026-08-06
2025-12-31	$168,279	2,858	+26.6%	Shares	Sole	2026-02-06
2025-09-30	$127,689	2,258	+2354.3%	Shares	Sole	2025-10-21
2025-06-30	$5,181	92	+607.7%	Shares	Sole	2025-08-12
2024-12-31	$639	13	-18.8%	Shares	Sole	2025-01-31
2024-09-30	$700	16	0.0%	Shares	Sole	2024-10-16
2024-06-30	$591	16	-42.9%	Shares	Sole	2024-07-23
2023-06-30	$1,262	28	-28.2%	Shares	Sole	2023-07-20
2023-03-31	$1,898	39	+39.3%	Shares	Sole	2023-05-08
2022-12-31	$1,366	28	0.0%	Shares	Sole	2023-02-13
2022-09-30	$1,280	28	-93.8%	Shares	Sole	2022-11-03
2020-09-30	$18,763	454	0.0%	Shares	Sole	2020-10-09
2020-06-30	$17,451	454	+50.8%	Shares	Sole	2020-07-13
2020-03-31	$11,438	301	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.