Position in TXNM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$679,997
-$11,234 QoQ
Shares Held
11,976
+1.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#203
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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $29,524,057 across 7 Utilities - Regulated Electric names. TXNM ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
159,767 | $15,291,299 | |
| 2 | AEP |
American Electric Power Co Inc
|
85,654 | $11,718,323 | |
| 3 | NEE |
Nextera Energy Inc
|
7,902 | $693,558 | |
| 4 | TXNM |
Txnm Energy Inc
This page
|
11,976 | $679,997 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,032 | $470,816 | |
| 6 | D |
Dominion Energy, Inc
|
5,574 | $380,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,566 | $289,416 |
All Filings in TXNM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,997 | 11,976 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $691,231 | 11,824 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $697,374 | 11,844 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $710,268 | 12,560 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $692,398 | 12,294 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $661,280 | 12,365 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $607,987 | 12,365 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $541,084 | 12,362 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $456,899 | 12,362 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $465,305 | 12,362 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $513,427 | 12,342 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $549,059 | 12,308 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $557,210 | 12,355 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $610,155 | 12,534 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $606,410 | 12,429 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $584,017 | 12,771 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $610,198 | 12,771 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $611,653 | 12,831 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $579,703 | 12,710 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $627,752 | 12,687 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $618,744 | 12,687 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $622,297 | 12,687 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $613,855 | 12,649 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $507,615 | 12,282 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $487,111 | 12,672 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $481,536 | 12,672 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||