TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionTower Research Capital LLC (TRC)
Latest Disclosed Ownership11,009 shares
Latest Disclosed Value $ 643,586
Tower Research Capital LLC (TRC) reports 136.14% increase in ownership of TXNM / TXNM Energy, Inc.

On May 15, 2026 - Tower Research Capital LLC (TRC) filed a 13F-HR form disclosing ownership of 11,009 shares of TXNM Energy, Inc. (MX:TXNM) valued at $643,586 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,662 shares of TXNM Energy, Inc.. This represents a change in shares of 136.14% 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)
2026-05-15 2026-03-31 13F TXNM ENERGY COM 69349H107 11,009 6,347 136.14 644 134.67 0.0110
2026-02-17 2025-12-31 13F TXNM ENERGY COM 69349H107 4,662 -5,133 -52.40 274 -50.45 0.0066
2025-11-14 2025-09-30 13F TXNM ENERGY COM 69349H107 9,795 -6,995 -41.66 554 -41.48 0.0153
2025-08-15 2025-06-30 13F TXNM ENERGY COM 69349H107 16,790 12,070 255.72 946 275.00 0.0255
2025-05-15 2025-03-31 13F TXNM ENERGY COM 69349H107 4,720 -3,264 -40.88 252 -35.71 0.0075
2025-02-13 2024-12-31 13F TXNM ENERGY COM 69349H107 7,984 6,083 319.99 393 372.29 0.0078
2024-11-14 2024-09-30 13F TXNM ENERGY COM 69349H107 1,901 -23,562 -92.53 83 -91.18 0.0022
2024-08-13 2024-06-30 13F PNM RES COM 69349H107 25,463 22,618 795.01 941 779.44 0.0159
2024-05-15 2024-03-31 13F PNM RES COM 69349H107 2,845 -19,854 -87.47 107 -88.67 0.0026
2024-02-13 2023-12-31 13F PNM RES COM 69349H107 22,699 20,622 992.87 944 926.09 0.0117
2023-11-14 2023-09-30 13F PNM RES COM 69349H107 2,077 -10,145 -83.01 93 -83.30 0.0029
2023-08-14 2023-06-30 13F PNM RES COM 69349H107 12,222 -917 -6.98 551 0.0184
2023-05-09 2023-03-31 13F PNM RES COM 69349H107 13,139 9,039 220.46 1 0.0204
2023-02-10 2022-12-31 13F PNM RES COM 69349H107 4,100 -4,252 -50.91 0 -100.00 0.0083
2022-11-10 2022-09-30 13F PNM RES COM 69349H107 8,352 -3,167 -27.49 382 -30.55 0.0062
2022-08-15 2022-06-30 13F PNM RES COM 69349H107 11,519 9,499 470.25 550 467.01 0.0123
2022-05-12 2022-03-31 13F PNM RES COM 69349H107 2,020 -8,800 -81.33 97 -80.36 0.0009
2022-02-14 2021-12-31 13F PNM RES COM 69349H107 10,820 4,577 73.31 494 59.87 0.0085
2021-11-15 2021-09-30 13F PNM RES COM 69349H107 6,243 -1,677 -21.17 309 -19.95 0.0079
2021-08-16 2021-06-30 13F PNM RES COM 69349H107 7,920 -8,639 -52.17 386 -52.52 0.0100
2021-05-17 2021-03-31 13F PNM RES COM 69349H107 16,559 -5,730 -25.71 813 -24.79 0.0137
2021-02-16 2020-12-31 13F PNM RES COM 69349H107 22,289 -2,204 -9.00 1,081 6.82 0.0330
2020-11-16 2020-09-30 13F PNM RES COM 69349H107 24,493 9,337 61.61 1,012 73.58 0.0112
2020-08-13 2020-06-30 13F PNM RES COM 69349H107 15,156 15,156 583 0.0239
2020-05-15 2020-03-31 13F PNM RES COM 69349H107 0 -40 -100.00 0 -100.00
2020-02-07 2019-12-31 13F PNM RES COM 69349H107 40 -626 -93.99 2 -94.29 0.0002
2019-11-05 2019-09-30 13F PNM RES COM 69349H107 666 -2,954 -81.60 35 -80.98 0.0024
2019-08-13 2019-06-30 13F PNM RES COM 69349H107 3,620 3,096 590.84 184 666.67 0.0124
2019-05-14 2019-03-31 13F PNM RES COM 69349H107 524 16 3.15 24 14.29 0.0015
2019-02-14 2018-12-31 13F PNM RES COM 69349H107 508 -6,775 -93.02 21 -92.68 0.0015
2018-11-13 2018-09-30 13F PNM RES COM 69349H107 7,283 5,590 330.18 287 334.85 0.0210
2018-08-14 2018-06-30 13F PNM RES COM 69349H107 1,693 -7,480 -81.54 66 -81.20 0.0037
2018-05-15 2018-03-31 13F PNM RES COM 69349H107 9,173 8,753 2,084.05 351 1,964.71 0.0301
2018-02-09 2017-12-31 13F PNM RES COM 69349H107 420 -10,815 -96.26 17 -96.25 0.0022
2017-11-14 2017-09-30 13F PNM RES COM 69349H107 11,235 10,736 2,151.50 453 2,284.21 0.0374
2017-08-14 2017-06-30 13F PNM RES COM 69349H107 499 64 14.71 19 18.75 0.0022
2017-05-19 2017-03-31 13F PNM RES COM 69349H107 435 -2,973 -87.24 16 -86.32 0.0016
2017-02-03 2016-12-31 13F PNM RES COM 69349H107 3,408 1,723 102.26 117 112.73 0.0127
2016-11-08 2016-09-30 13F PNM RES COM 69349H107 1,685 -2,901 -63.26 55 -66.26 0.0055
2016-08-10 2016-06-30 13F PNM RES COM 69349H107 4,586 4,586 0.00 163 0.0156
2016-05-16 2016-03-31 13F PNM RES COM 69349H107 0 -400 -100.00 0 -100.00
2016-02-10 2015-12-31 13F PNM RES COM 69349H107 400 400 0.00 12 0.0019
2015-07-30 2015-06-30 13F PNM RES COM 69349H107 0 -1,768 -100.00 0 -100.00
2015-05-12 2015-03-31 13F PNM RES COM 69349H107 1,768 -216 -10.89 52 -11.86 0.0064
2015-02-05 2014-12-31 13F PNM RES COM 69349H107 1,984 -2,017 -50.41 59 -41.00 0.0177
2014-10-31 2014-09-30 13F PNM RES COM 69349H107 4,001 873 27.91 100 8.70 0.0112
2014-08-14 2014-06-30 13F PNM RES COM 69349H107 3,128 1,227 64.54 92 80.39 0.0118
2014-05-02 2014-03-31 13F PNM RES COM 69349H107 1,901 -3,699 -66.05 51 -62.22 0.0065
2014-01-31 2013-12-31 13F PNM RES COM 69349H107 5,600 -2,838 -33.63 135 -29.32 0.0225
2013-11-06 2013-09-30 13F PNM RES COM 69349H107 8,438 8,128 2,621.94 191 2,628.57 0.0206
2013-08-05 2013-06-30 13F PNM RES COM 69349H107 310 310 7 0.0006
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.