MORGAN STANLEY

Position in TXNM — Txnm Energy Inc

CIK 895421 NEW YORK, NY

Back to TXNM Full portfolio

Position in TXNM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$89,902,778

+$3,487,389 QoQ

Shares Held

1,583,353

+7.1% QoQ

Ownership

1.43%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#14

of 382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in TXNM Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. TXNM ranks #31 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	63,514,030	$5,574,626,402
2	AEP	American Electric Power Co Inc	18,980,444	$2,596,714,535
3	DUK	Duke Energy CORP	13,107,459	$1,659,142,151
4	SO	Southern Co	13,593,077	$1,298,538,960
5	ETR	Entergy Corp /De/	9,808,504	$1,126,604,759
6	D	Dominion Energy, Inc	11,169,924	$762,794,100
7	EXC	Exelon Corp	16,111,485	$751,117,419
8	XEL	Xcel Energy Inc	7,894,693	$633,943,843

All Filings in TXNM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,902,778	1,583,353	+7.1%	Shares	Defined	2026-08-13
2026-03-31	$86,415,389	1,478,197	+103.3%	Shares	Defined	2026-05-15
2025-12-31	$42,807,052	727,022	+2.2%	Shares	Defined	2026-05-27
2025-09-30	$40,231,305	711,429	-8.5%	Shares	Defined	2026-05-27
2025-06-30	$43,807,831	777,838	+6.5%	Shares	Defined	2025-08-15
2025-03-31	$39,049,434	730,169	+1.7%	Shares	Defined	2025-05-15
2024-12-31	$35,293,878	717,793	-14.9%	Shares	Defined	2025-05-15
2024-09-30	$36,899,988	843,043	+6.3%	Shares	Defined	2025-05-14
2024-06-30	$29,316,519	793,196	+10.0%	Shares	Defined	2025-05-14
2024-03-31	$27,152,022	721,361	-74.5%	Shares	Defined	2024-10-17
2023-12-31	$117,504,353	2,824,624	+188.8%	Shares	Defined	2024-08-16
2023-09-30	$43,634,730	978,138	-4.9%	Shares	Defined	2023-11-15
2023-06-30	$46,385,887	1,028,512	+2.7%	Shares	Defined	2023-08-14
2023-03-31	$48,747,075	1,001,378	+72.5%	Shares	Defined	2023-05-15
2022-12-31	$28,329,762	580,647	-24.4%	Shares	Defined	2023-02-14
2022-09-30	$35,103,762	767,631	-62.6%	Shares	Defined	2022-11-14
2022-06-30	$98,079,722	2,052,736	-26.7%	Shares	Defined	2022-10-27
2022-03-31	$133,490,202	2,800,298	+59.0%	Shares	Defined	2022-10-27
2021-12-31	$80,325,319	1,761,134	+1.4%	Shares	Defined	2022-02-14
2021-09-30	$85,937,801	1,736,819	+355.1%	Shares	Defined	2021-11-15
2021-06-30	$18,612,043	381,629	-21.5%	Shares	Defined	2021-08-23
2021-03-31	$23,850,412	486,247	-14.8%	Shares	Defined	2021-05-17
2020-12-31	$27,690,680	570,589	+233.9%	Shares	Defined	2021-02-16
2020-09-30	$7,062,550	170,882	+61.3%	Shares	Defined	2020-11-13
2020-06-30	$4,073,023	105,958	+91.8%	Shares	Defined	2020-08-14
2020-03-31	$2,099,386	55,247	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.