Position in TXNM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$822,798
+$43,468 QoQ
Shares Held
14,491
+8.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 382 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. TXNM ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in TXNM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,798 | 14,491 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $779,330 | 13,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $568,957 | 9,663 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $470,269 | 8,316 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $323,276 | 5,740 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,732 | 3,903 | Shares | Sole | 2025-05-15 | |
| 2021-03-31 | $204,244 | 4,164 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||