TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionGAMMA Investing LLC
Latest Disclosed Ownership10,687 shares
Latest Disclosed Value $ 624,762
GAMMA Investing LLC reports 89.15% increase in ownership of TXNM / TXNM Energy, Inc.

On April 6, 2026 - GAMMA Investing LLC filed a 13F-HR form disclosing ownership of 10,687 shares of TXNM Energy, Inc. (MX:TXNM) valued at $624,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 5,650 shares of TXNM Energy, Inc.. This represents a change in shares of 89.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-06 2026-03-31 13F TXNM ENERGY INC COM Common Stock 69349H107 10,687 5,037 89.15 625 87.95 0.0292
2026-01-05 2025-12-31 13F TXNM ENERGY INC COM Common Stock 69349H107 5,650 639 12.75 333 17.31 0.0167
2025-10-02 2025-09-30 13F TXNM ENERGY INC COM Common Stock 69349H107 5,011 410 8.91 283 9.27 0.0156
2025-07-14 2025-06-30 13F TXNM ENERGY INC COM Common Stock 69349H107 4,601 749 19.44 259 25.73 0.0164
2025-04-15 2025-03-31 13F/A-1 TXNM ENERGY INC COM Common Stock 69349H107 3,852 625 19.37 206 30.38 0.0155
2025-04-07 2025-03-31 13F TXNM ENERGY INC COM Common Stock 69349H107 206,005 202,778 4 0.0205
2025-01-03 2024-12-31 13F TXNM ENERGY INC COM Common Stock 69349H107 3,227 745 30.02 159 46.30 0.0135
2024-10-04 2024-09-30 13F TXNM ENERGY INC COM Common Stock 69349H107 2,482 1,078 109 0.0108
2024-10-07 2024-09-30 13F TXNM ENERGY INC COM Common Stock 69349H107 2,482 1,078 76.78 109 111.76 0.0108
2024-07-02 2024-06-30 13F PNM RES INC COM Common Stock 69349H107 1,404 570 68.35 52 64.52 0.0071
2024-04-05 2024-03-31 13F PNM RES INC COM Common Stock 69349H107 834 430 106.44 31 121.43 0.0064
2024-02-01 2023-12-31 13F PNM RES INC COM Common Stock 69349H107 404 404 15 0.0040
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.