TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership445,979 shares
Latest Disclosed Value $ 26,071,933
Legal & General Group Plc reports 8.58% decrease in ownership of TXNM / TXNM Energy, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 445,979 shares of TXNM Energy, Inc. (MX:TXNM) valued at $26,071,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 487,847 shares of TXNM Energy, Inc.. This represents a change in shares of -8.58% 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)
2026-05-08 2026-03-31 13F TXNM ENERGY COM 69349H107 445,979 -41,868 -8.58 26,072 -9.24 0.0060
2026-02-09 2025-12-31 13F TXNM ENERGY COM 69349H107 487,847 -48,245 -9.00 28,724 -5.25 0.0064
2025-11-13 2025-09-30 13F TXNM ENERGY COM 69349H107 536,092 9,277 1.76 30,316 2.18 0.0068
2025-08-12 2025-06-30 13F TXNM ENERGY COM 69349H107 526,815 21,860 4.33 29,670 9.87 0.0074
2025-05-15 2025-03-31 13F TXNM ENERGY COM 69349H107 504,955 13,526 2.75 27,005 11.76 0.0074
2025-02-13 2024-12-31 13F TXNM ENERGY COM 69349H107 491,429 49,914 11.31 24,164 25.03 0.0064
2025-02-28 2024-09-30 13F/A-2 TXNM ENERGY COM 69349H107 441,515 -9,485 -2.10 19,325 15.94 0.0051
2024-11-14 2024-09-30 13F/A-1 TXNM ENERGY COM 69349H107 441,515 -9,485 19,325 0.0040
2024-11-14 2024-09-30 13F TXNM ENERGY COM 69349H107 441,515 -9,485 19,325 0.0020
2025-05-29 2024-06-30 13F/A-1 PNM RES COM 69349H107 451,000 -22,802 -4.81 16,669 -6.53 0.0047
2024-08-14 2024-06-30 13F PNM RES COM 69349H107 451,000 -22,802 16,669 0.0037
2025-05-29 2024-03-31 13F/A-2 PNM RES COM 69349H107 473,802 -543 -0.11 17,834 -9.62 0.0051
2024-07-01 2024-03-31 13F/A-1 PNM RES COM 69349H107 473,802 -543 17,834 0.0042
2024-05-14 2024-03-31 13F PNM RES COM 69349H107 473,802 -543 17,834 0.0021
2025-05-29 2023-12-31 13F/A-1 PNM RES COM 69349H107 474,345 17,672 3.87 19,733 -3.14 0.0061
2024-02-15 2023-12-31 13F PNM RES COM 69349H107 474,345 17,672 19,733 0.0051
2023-11-14 2023-09-30 13F PNM RES COM 69349H107 456,673 -12,528 -2.67 20,372 -3.72 0.0071
2023-08-14 2023-06-30 13F PNM RES COM 69349H107 469,201 -28,924 -5.81 21,161 -12.74 0.0069
2023-05-15 2023-03-31 13F PNM RES COM 69349H107 498,125 -890 -0.18 24,249 -0.40 0.0087
2023-02-14 2022-12-31 13F PNM RES COM 69349H107 499,015 13,094 2.69 24,347 9.56 0.0093
2022-11-14 2022-09-30 13F PNM RES COM 69349H107 485,921 -105,189 -17.80 22,221 -21.32 0.0087
2022-08-22 2022-06-30 13F PNM RES COM 69349H107 591,110 -69,766 -10.56 28,243 -10.35 0.0100
2022-05-16 2022-03-31 13F PNM RES COM 69349H107 660,876 -43,607 -6.19 31,504 -1.95 0.0096
2022-02-14 2021-12-31 13F PNM RES COM 69349H107 704,483 22,896 3.36 32,131 -4.73 0.0097
2021-11-15 2021-09-30 13F PNM RES COM 69349H107 681,587 20,110 3.04 33,725 4.54 0.0110
2021-08-12 2021-06-30 13F PNM RES COM 69349H107 661,477 -41,356 -5.88 32,260 -6.42 0.0108
2021-05-17 2021-03-31 13F PNM RES COM 69349H107 702,833 61,746 9.63 34,473 10.80 0.0128
2021-02-12 2020-12-31 13F PNM RES COM 69349H107 641,087 -6,172 -0.95 31,112 16.30 0.0122
2020-11-13 2020-09-30 13F PNM RES COM 69349H107 647,259 31,549 5.12 26,751 13.03 0.0120
2020-08-14 2020-06-30 13F PNM RES COM 69349H107 615,710 5,567 0.91 23,668 2.08 0.0114
2020-05-14 2020-03-31 13F PNM RES COM 69349H107 610,143 24,378 4.16 23,185 -21.95 0.0136
2020-02-13 2019-12-31 13F PNM RES COM 69349H107 585,765 20,980 3.71 29,704 3.30 0.0142
2019-08-14 2019-06-30 13F PNM RES COM 69349H107 564,785 103,225 22.36 28,754 31.60 0.0155
2019-05-15 2019-03-31 13F PNM RES COM 69349H107 461,560 25,463 5.84 21,850 21.94 0.0125
2019-02-15 2018-12-31 13F PNM RES COM 69349H107 436,097 22,746 5.50 17,919 9.89 0.0139
2018-11-20 2018-09-30 13F PNM RES COM 69349H107 413,351 -8,344 -1.98 16,307 -0.59 0.0117
2018-08-10 2018-06-30 13F PNM RES COM 69349H107 421,695 35,129 9.09 16,404 10.94 0.0127
2018-05-17 2018-03-31 13F PNM RES COM 69349H107 386,566 24,271 6.70 14,786 0.89 0.0113
2018-02-13 2017-12-31 13F PNM RES COM 69349H107 362,295 14,337 4.12 14,656 4.48 0.0106
2017-11-09 2017-09-30 13F PNM RES COM 69349H107 347,958 27,624 8.62 14,028 14.47 0.0106
2017-08-03 2017-06-30 13F PNM RES COM 69349H107 320,334 22,211 7.45 12,255 11.11 0.0099
2017-05-12 2017-03-31 13F PNM RES COM 69349H107 298,123 1,815 0.61 11,030 8.53 0.0094
2017-02-13 2016-12-31 13F PNM RES COM 69349H107 296,308 44,710 17.77 10,163 23.32 0.0095
2016-10-12 2016-09-30 13F PNM RES COM 69349H107 251,598 14,429 6.08 8,241 -1.79 0.0083
2016-08-16 2016-06-30 13F PNM RES COM 69349H107 237,169 -13,481 -5.38 8,391 -0.73 0.0088
2016-05-16 2016-03-31 13F PNM RES COM 69349H107 250,650 -19,480 -7.21 8,453 2.31 0.0094
2016-02-16 2015-12-31 13F PNM RES COM 69349H107 270,130 -5,431 -1.97 8,262 6.95 0.0093
2015-11-13 2015-09-30 13F PNM RES COM 69349H107 275,561 275,561 7,725 0.0094
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.