CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in TXNM — Txnm Energy Inc
CIK 884546
SAN FRANCISCO, CA
Position in TXNM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,672,542
-$447,689 QoQ
Shares Held
1,262,285
+2.3% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXNM Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. TXNM ranks #28 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in TXNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,672,542 | 1,262,285 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $72,120,231 | 1,233,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,753,699 | 1,218,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $69,608,130 | 1,230,913 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67,852,533 | 1,204,768 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $67,051,512 | 1,253,768 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $62,264,167 | 1,266,304 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $53,745,226 | 1,227,901 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $44,026,197 | 1,191,185 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $41,339,786 | 1,098,294 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $43,364,921 | 1,042,426 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $44,938,597 | 1,007,366 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $45,643,500 | 1,012,051 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $49,053,326 | 1,007,669 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $48,674,758 | 997,638 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $44,570,470 | 974,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,343,674 | 907,151 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $42,003,705 | 881,135 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $37,974,475 | 832,591 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $39,801,217 | 804,390 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $37,962,324 | 778,395 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $37,123,541 | 756,851 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $35,131,061 | 723,904 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $29,756,277 | 719,968 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $28,339,274 | 737,234 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $29,347,210 | 772,295 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||