VISTA INVESTMENT PARTNERS LLC

Position in TXNM — Txnm Energy Inc

CIK 2023386 Oklahoma City, OK

Position in TXNM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,254,781

-$291,427 QoQ

Shares Held

22,099

-16.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#172

of 382 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

VISTA INVESTMENT PARTNERS LLC holds $10,279,766 across 6 Utilities - Regulated Electric names. TXNM ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGE	Oge Energy Corp.	133,171	$6,480,100
2	TXNM	Txnm Energy Inc This page	22,099	$1,254,781
3	NEE	Nextera Energy Inc	13,918	$1,221,582
4	ES	Eversource Energy	8,482	$612,994
5	EVRG	Evergy, Inc.	5,358	$463,091
6	SO	Southern Co	2,583	$247,218

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,254,781	22,099	-16.4%	Shares	Sole	2026-07-09
2026-03-31	$1,546,208	26,449	-5.7%	Shares	Sole	2026-04-09
2025-12-31	$1,651,819	28,054	-4.6%	Shares	Sole	2026-01-16
2025-09-30	$1,663,644	29,419	0.0%	Shares	Sole	2025-10-16
2025-06-30	$1,656,878	29,419	-2.2%	Shares	Sole	2025-07-10
2025-03-31	$1,608,785	30,082	-3.0%	Shares	Sole	2025-04-17
2024-12-31	$1,525,204	31,019	-2.8%	Shares	Sole	2025-01-21
2024-09-30	$1,397,357	31,925	-3.9%	Shares	Sole	2024-10-16
2024-06-30	$1,227,256	33,205	-3.0%	Shares	Sole	2024-07-19
2024-03-31	$1,288,605	34,235	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.