TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership11,824 shares
Latest Disclosed Value $ 691,231
Moody Lynn & Lieberson, Llc reports 0.17% decrease in ownership of TXNM / TXNM Energy, Inc.

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 11,824 shares of TXNM Energy, Inc. (MX:TXNM) valued at $691,231 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 11,844 shares of TXNM Energy, Inc.. This represents a change in shares of -0.17% 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)
2026-04-13 2026-03-31 13F TXNM ENERGY INC COM COM 69349H107 11,824 -20 -0.17 691 -0.86 0.0388
2026-01-15 2025-12-31 13F TXNM ENERGY INC COM COM 69349H107 11,844 -716 -5.70 697 -1.83 0.0370
2025-10-20 2025-09-30 13F TXNM ENERGY INC COM COM 69349H107 12,560 266 2.16 710 2.60 0.0382
2025-07-17 2025-06-30 13F TXNM ENERGY INC COM COM 69349H107 12,294 -71 -0.57 692 4.69 0.0400
2025-04-28 2025-03-31 13F TXNM ENERGY INC COM COM 69349H107 12,365 0 0.00 661 8.90 0.0424
2025-01-21 2024-12-31 13F TXNM ENERGY INC COM COM 69349H107 12,365 3 0.02 608 12.20 0.0373
2024-10-23 2024-09-30 13F TXNM ENERGY INC COM COM 69349H107 12,362 0 0.00 541 18.64 0.0333
2024-07-25 2024-06-30 13F PNM RESOURCES COM 69349H107 12,362 0 0.00 457 -1.94 0.0299
2024-04-23 2024-03-31 13F PNM RESOURCES COM 69349H107 12,362 20 0.16 465 -9.36 0.0313
2024-01-24 2023-12-31 13F PNM RESOURCES COM 69349H107 12,342 34 0.28 513 -6.56 0.0391
2023-10-24 2023-09-30 13F PNM RESOURCES COM 69349H107 12,308 -47 -0.38 549 -1.44 0.0471
2023-07-27 2023-06-30 13F PNM RESOURCES COM 69349H107 12,355 -179 -1.43 557 -8.69 0.0450
2023-05-02 2023-03-31 13F PNM RESOURCES COM 69349H107 12,534 105 0.84 610 0.0549
2023-02-01 2022-12-31 13F PNM RESOURCES COM 69349H107 12,429 -342 -2.68 1 -100.00 0.0555
2022-10-26 2022-09-30 13F PNM RES INC COM COM 69349H107 12,771 0 0.00 584 -4.26 0.0564
2022-07-28 2022-06-30 13F PNM RES INC COM COM 69349H107 12,771 -60 -0.47 610 -0.33 0.0549
2022-04-27 2022-03-31 13F PNM RES INC COM COM 69349H107 12,831 121 0.95 612 5.52 0.0448
2022-01-26 2021-12-31 13F PNM RES INC COM COM 69349H107 12,710 23 0.18 580 -7.64 0.0389
2021-10-26 2021-09-30 13F PNM RES INC COM COM 69349H107 12,687 0 0.00 628 1.45 0.0471
2021-07-28 2021-06-30 13F PNM RES INC COM COM 69349H107 12,687 0 0.00 619 -0.48 0.0466
2021-04-23 2021-03-31 13F PNM RES INC COM COM 69349H107 12,687 38 0.30 622 1.30 0.0517
2021-01-26 2020-12-31 13F PNM RES INC COM COM 69349H107 12,649 367 2.99 614 20.87 0.0527
2020-10-28 2020-09-30 13F PNM RES INC COM COM 69349H107 12,282 -390 -3.08 508 4.31 0.0503
2020-07-24 2020-06-30 13F PNM RES INC COM COM 69349H107 12,672 0 0.00 487 1.04 0.0529
2020-04-30 2020-03-31 13F PNM RES INC COM COM 69349H107 12,672 -343 -2.64 482 -26.97 0.0663
2020-01-28 2019-12-31 13F PNM RES INC COM COM 69349H107 13,015 -845 -6.10 660 -8.59 0.0637
2019-10-28 2019-09-30 13F PNM RES INC COM COM 69349H107 13,860 50 0.36 722 2.70 0.0806
2019-07-23 2019-06-30 13F PNM RES INC COM COM 69349H107 13,810 -340 -2.40 703 4.93 0.0773
2019-04-23 2019-03-31 13F PNM RES INC COM COM 69349H107 14,150 -492 -3.36 670 11.30 0.0768
2019-01-29 2018-12-31 13F PNM RES INC COM COM 69349H107 14,642 0 0.00 602 4.15 0.0809
2018-10-29 2018-09-30 13F PNM RES INC COM COM 69349H107 14,642 -34 -0.23 578 1.23 0.0614
2018-07-24 2018-06-30 13F PNM RES INC COM COM 69349H107 14,676 -260 -1.74 571 0.00 0.0674
2018-04-27 2018-03-31 13F PNM RES INC COM COM 69349H107 14,936 -194 -1.28 571 0.18 0.0690
2018-02-02 2017-12-31 13F PNM RES INC COM COM 69349H107 15,130 320 2.16 570 -4.52 0.0608
2017-11-06 2017-09-30 13F PNM RES INC COM COM 69349H107 14,810 -67 -0.45 597 4.92 0.0726
2017-07-26 2017-06-30 13F PNM RES INC COM COM 69349H107 14,877 555 3.88 569 7.36 0.0748
2017-05-02 2017-03-31 13F PNM RES INC COM COM 69349H107 14,322 22 0.15 530 8.16 0.0744
2017-01-25 2016-12-31 13F PNM RES INC COM COM 69349H107 14,300 -94 -0.65 490 4.03 0.0704
2016-10-25 2016-09-30 13F PNM RES INC COM COM 69349H107 14,394 -436 -2.94 471 -10.46 0.0783
2016-07-29 2016-06-30 13F PNM RES INC COM COM 69349H107 14,830 144 0.98 526 6.26 0.0942
2016-05-02 2016-03-31 13F PNM RES INC COM COM 69349H107 14,686 -426 -2.82 495 7.14 0.0780
2016-01-28 2015-12-31 13F PNM RES INC COM COM 69349H107 15,112 251 1.69 462 10.79 0.0727
2015-10-28 2015-09-30 13F PNM RES INC COM COM 69349H107 14,861 2,764 22.85 417 39.93 0.0800
2015-08-25 2015-06-30 13F PNM RES INC COM COM 69349H107 12,097 -16 -0.13 298 -15.82 0.0474
2015-04-29 2015-03-31 13F PNM RES INC COM COM 69349H107 12,113 12,113 0.00 354 0.0565
2015-01-28 2014-12-31 13F PNM RES INC COM COM 69349H107 0 -12,374 -100.00 0 -100.00
2014-10-28 2014-09-30 13F PNM RES INC COM COM 69349H107 12,374 0 0.00 308 -15.15 0.0459
2014-07-30 2014-06-30 13F PNM RES INC COM COM 69349H107 12,374 -363 -2.85 363 5.52 0.0499
2014-04-30 2014-03-31 13F PNM RES INC COM COM 69349H107 12,737 12,737 344 0.0498
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.