TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership220,414 shares
Latest Disclosed Value $ 12,885,402
Principal Financial Group Inc reports 43.58% decrease in ownership of TXNM / TXNM Energy, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 220,414 shares of TXNM Energy, Inc. (MX:TXNM) valued at $12,885,402 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 390,669 shares of TXNM Energy, Inc.. This represents a change in shares of -43.58% 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)
2026-05-04 2026-03-31 13F TXNM ENERGY COM 69349H107 220,414 -170,255 -43.58 12,885 -43.98 0.0069
2026-02-02 2025-12-31 13F TXNM ENERGY COM 69349H107 390,669 60,333 18.26 23,003 23.14 0.0117
2025-11-04 2025-09-30 13F TXNM ENERGY COM 69349H107 330,336 117,765 55.40 18,681 56.04 0.0094
2025-08-08 2025-06-30 13F TXNM ENERGY COM 69349H107 212,571 3,502 1.68 11,972 7.07 0.0063
2025-04-28 2025-03-31 13F TXNM ENERGY COM 69349H107 209,069 1,955 0.94 11,181 9.80 0.0063
2025-01-31 2024-12-31 13F TXNM ENERGY COM 69349H107 207,114 -2,798 -1.33 10,184 10.84 0.0056
2024-10-31 2024-09-30 13F TXNM ENERGY COM 69349H107 209,912 -92,572 -30.60 9,188 -17.82 0.0051
2024-07-29 2024-06-30 13F PNM RES COM 69349H107 302,484 -23,516 -7.21 11,180 -8.89 0.0066
2024-04-29 2024-03-31 13F PNM RES COM 69349H107 326,000 -44,180 -11.93 12,271 -20.32 0.0072
2024-02-07 2023-12-31 13F PNM RES COM 69349H107 370,180 11,606 3.24 15,399 -3.73 0.0098
2023-11-02 2023-09-30 13F PNM RES COM 69349H107 358,574 10,353 2.97 15,996 1.85 0.0115
2023-08-07 2023-06-30 13F PNM RES COM 69349H107 348,221 7,337 2.15 15,705 -5.36 0.0107
2023-05-09 2023-03-31 13F PNM RES COM 69349H107 340,884 6,858 2.05 16,594 1.82 0.0119
2023-02-09 2022-12-31 13F PNM RES COM 69349H107 334,026 6 0.00 16,297 6.69 0.0123
2022-11-09 2022-09-30 13F PNM RES COM 69349H107 334,020 398 0.12 15,275 -4.18 0.0121
2022-08-10 2022-06-30 13F PNM RES COM 69349H107 333,622 43,189 14.87 15,941 15.14 0.0118
2022-05-09 2022-03-31 13F PNM RES COM 69349H107 290,433 -3,000 -1.02 13,845 3.44 0.0055
2022-05-09 2022-03-31 13F PNM RES COM 69349H107 6,823 325
2022-02-09 2021-12-31 13F PNM RES COM 69349H107 293,433 -3,919 -1.32 13,384 -9.03 0.0080
2021-11-09 2021-09-30 13F PNM RES COM 69349H107 297,352 -4,249 -1.41 14,713 0.03 0.0096
2021-08-10 2021-06-30 13F PNM RES COM 69349H107 301,601 3,593 1.21 14,709 0.63 0.0095
2021-05-10 2021-03-31 13F PNM RES COM 69349H107 298,008 61,296 25.89 14,617 27.24 0.0103
2021-02-23 2020-12-31 13F/A-1 PNM RES COM 69349H107 236,712 -831,404 -77.84 11,488 -73.98 0.0085
2021-02-08 2020-12-31 13F PNM RES COM 69349H107 236,712 -831,404 11,488 4,519.5562
2020-11-06 2020-09-30 13F PNM RES COM 69349H107 1,068,116 -44,412 -3.99 44,145 3.22 0.0371
2020-08-05 2020-06-30 13F PNM RES COM 69349H107 1,112,528 -8,846 -0.79 42,766 0.36 0.0379
2020-05-12 2020-03-31 13F PNM RES COM 69349H107 1,121,374 -123,452 -9.92 42,611 -32.50 0.0472
2020-02-05 2019-12-31 13F PNM RES COM 69349H107 1,244,826 -68,359 -5.21 63,124 -7.70 0.0526
2019-11-13 2019-09-30 13F PNM RES COM 69349H107 1,313,185 -23,291 -1.74 68,389 0.51 0.0603
2019-08-12 2019-06-30 13F PNM RES COM 69349H107 1,336,476 -90,593 -6.35 68,040 0.71 0.0612
2019-05-10 2019-03-31 13F PNM RES COM 69349H107 1,427,069 -7,926 -0.55 67,557 14.58 0.0629
2019-02-14 2018-12-31 13F PNM RES COM 69349H107 1,434,995 -384,553 -21.13 58,963 -17.86 0.0628
2018-11-14 2018-09-30 13F PNM RES COM 69349H107 1,819,548 -7,701 -0.42 71,781 0.99 0.0633
2018-08-13 2018-06-30 13F PNM RES COM 69349H107 1,827,249 574,749 45.89 71,079 48.37 0.0653
2018-05-14 2018-03-31 13F PNM RES COM 69349H107 1,252,500 -177,410 -12.41 47,906 -17.17 0.0460
2018-02-12 2017-12-31 13F PNM RES COM 69349H107 1,429,910 -44,264 -3.00 57,839 -2.64 0.0533
2017-11-02 2017-09-30 13F PNM RES COM 69349H107 1,474,174 31,163 2.16 59,408 7.63 0.0576
2017-08-08 2017-06-30 13F PNM RES COM 69349H107 1,443,011 753,729 109.35 55,196 116.43 0.0553
2017-05-11 2017-03-31 13F PNM RES COM 69349H107 689,282 51,022 7.99 25,503 16.49 0.0307
2017-02-13 2016-12-31 13F PNM RES COM 69349H107 638,260 11,000 1.75 21,892 6.67 0.0278
2016-11-10 2016-09-30 13F PNM RES COM 69349H107 627,260 -2,860 -0.45 20,524 -8.09 0.0271
2016-08-09 2016-06-30 13F PNM RES COM 69349H107 630,120 43,276 7.37 22,331 12.85 0.0312
2016-05-10 2016-03-31 13F PNM RES COM 69349H107 586,844 -31,874 -5.15 19,788 4.62 0.0287
2016-02-09 2015-12-31 13F PNM RES COM 69349H107 618,718 -33,112 -5.08 18,914 3.45 0.0281
2015-11-12 2015-09-30 13F/A-1 PNM RES COM 69349H107 651,830 41,602 6.82 18,284 21.80 0.0287
2015-11-09 2015-09-30 13F PNM RES COM 69349H107 651,830 18,284
2015-08-10 2015-06-30 13F PNM RES COM 69349H107 610,228 381,654 166.97 15,012 124.93 0.0224
2015-05-14 2015-03-31 13F/A-1 PNM RES COM 69349H107 228,574 -271,129 -54.26 6,674 -54.92 0.0099
2015-05-12 2015-03-31 13F PNM RES COM 69349H107 228,574 6,675
2015-02-12 2014-12-31 13F PNM RES COM 69349H107 499,703 -1,855 -0.37 14,806 18.50 0.0230
2014-11-13 2014-09-30 13F PNM RES COM 69349H107 501,558 75,031 17.59 12,494 -0.12 0.0212
2014-08-12 2014-06-30 13F PNM RES COM 69349H107 426,527 29,462 7.42 12,509 16.56 0.0210
2014-05-13 2014-03-31 13F PNM RES COM 69349H107 397,065 34,499 9.52 10,732 22.72 0.0191
2014-02-12 2013-12-31 13F PNM RES COM 69349H107 362,566 44,895 14.13 8,745 21.64 0.0163
2013-11-05 2013-09-30 13F PNM RES COM 69349H107 317,671 45,101 16.55 7,189 18.87 0.0148
2013-08-12 2013-06-30 13F PNM RES COM 69349H107 272,570 272,570 6,048 0.0134
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.