Position in TXNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,868,598
+$14,157,168 QoQ
Shares Held
297,087
+540.5% QoQ
Ownership
0.268%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. TXNM ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in TXNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,868,598 | 297,087 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,711,430 | 46,381 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,705,677 | 181,822 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,102,083 | 107,906 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,533,512 | 116,007 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,593,609 | 85,894 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,536,816 | 92,268 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,165,751 | 72,327 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,574,473 | 96,712 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,799,455 | 100,942 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,014,939 | 96,513 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,114,869 | 92,241 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,683,585 | 81,676 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $9,983,731 | 205,089 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,366,069 | 89,487 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,445,683 | 53,481 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,904,843 | 39,867 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,644,587 | 55,477 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,536,506 | 77,538 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,991,509 | 60,459 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,427,279 | 152,292 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $74,666,409 | 1,522,251 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,975,816 | 184,954 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $19,047,011 | 460,852 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $17,793,989 | 462,903 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,389,074 | 483,923 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||