Position in TXNM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$455,659
+$27,674 QoQ
Shares Held
8,025
+9.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 382 holders
Holding Since
Mar 2020
20 quarters on record
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. TXNM ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in TXNM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,659 | 8,025 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $427,985 | 7,321 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $465,976 | 7,914 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $455,736 | 8,059 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $515,102 | 9,146 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $355,855 | 6,654 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $275,696 | 5,607 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $245,943 | 5,619 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $202,995 | 4,170 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $267,905 | 5,491 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $457,117 | 9,996 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $437,282 | 9,152 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $460,730 | 9,665 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $432,747 | 9,488 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $761,200 | 15,384 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $505,793 | 10,371 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $459,696 | 9,372 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $227,645 | 5,508 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $212,919 | 5,539 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $213,028 | 5,606 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||