TXNM Energy, Inc.
US ˙ NYSE ˙ US69349H1077

SecurityTXNM / TXNM Energy, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership689 shares
Latest Disclosed Value $ 40,279
IFP Advisors, Inc reports 33.62% decrease in ownership of TXNM / TXNM Energy, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 689 shares of TXNM Energy, Inc. (US:TXNM) valued at $40,279 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,038 shares of TXNM Energy, Inc.. This represents a change in shares of -33.62% during the quarter. The current value of the position is $40,665 USD.

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 cs 69349H107 689 -349 -33.62 40 -34.43 0.0008
2026-02-06 2025-12-31 13F TXNM ENERGY cs 69349H107 1,038 0 0.00 61 5.17 0.0014
2026-02-06 2025-09-30 13F/A-1 TXNM ENERGY cs 69349H107 1,038 237 29.59 59 -12.12 0.0015
2025-12-02 2025-09-30 13F TXNM ENERGY cs 69349H107 748 -53 75 0.0019
2025-07-24 2025-06-30 13F TXNM ENERGY cs 69349H107 801 -477 -37.32 67 -2.94 0.0019
2025-05-05 2025-03-31 13F TXNM ENERGY cs 69349H107 1,278 12 0.95 68 7.94 0.0021
2025-02-04 2024-12-31 13F TXNM ENERGY cs 69349H107 1,266 141 12.53 63 28.57 0.0021
2025-02-04 2024-09-30 13F TXNM ENERGY cs 69349H107 1,125 -125 -10.00 49 6.52 0.0018
2024-07-30 2024-06-30 13F PNM RES cs 69349H107 1,250 -382 -23.41 46 -24.59 0.0018
2024-07-30 2024-03-31 13F PNM RES cs 69349H107 1,632 932 133.14 61 110.34 0.0027
2024-01-09 2023-12-31 13F PNM RES cs 69349H107 700 -23 -3.18 29 -9.37 0.0014
2023-10-12 2023-09-30 13F PNM RES cs 69349H107 723 -70 -8.83 32 -8.57 0.0014
2023-08-14 2023-06-30 13F/A-1 PNM RES cs 69349H107 793 23 2.99 36 16.67 0.0015
2023-08-04 2023-06-30 13F PNM RES cs 69349H107 793 23 31 0.0014
2023-04-18 2023-03-31 13F PNM RES cs 69349H107 770 27 3.63 30 0.0013
2023-02-07 2022-12-31 13F PNM RES cs 69349H107 743 -27 -3.51 0 -100.00 0.0008
2022-11-08 2022-09-30 13F PNM RES cs 69349H107 770 27 3.63 32 3.23 0.0008
2022-09-06 2022-06-30 13F/A-1 PNM RES cs 69349H107 743 0 0.00 31 0.00 0.0010
2022-09-06 2022-03-31 13F/A-1 PNM RES cs 69349H107 743 30 4.21 31 -8.82 0.0010
2022-08-08 2022-03-31 13F PNM RES INC COM Stock 69349H107 713 0 30 0.0006
2022-01-12 2021-12-31 13F PNM RES INC COM Stock 69349H107 713 0 0.00 34 -5.56 0.0007
2021-10-06 2021-09-30 13F PNM RES INC COM Stock 69349H107 713 0 0.00 36 5.88 0.0007
2021-07-13 2021-06-30 13F PNM RES INC COM Stock 69349H107 713 0 0.00 34 0.00 0.0007
2021-04-30 2021-03-31 13F PNM RES INC COM Stock 69349H107 713 -834 -53.91 34 -54.05 0.0007
2021-01-25 2020-12-31 13F PNM RES INC COM Stock 69349H107 1,547 -50 -3.13 74 13.85 0.0030
2020-10-29 2020-09-30 13F PNM RES INC COM Stock 69349H107 1,597 -7 -0.44 65 6.56 0.0039
2020-08-05 2020-06-30 13F PNM RES INC COM Stock 69349H107 1,604 -47 -2.85 61 -4.69 0.0048
2020-05-12 2020-03-31 13F PNM RES INC COM Stock 69349H107 1,651 -22 -1.32 64 -23.81 0.0065
2020-01-17 2019-12-31 13F PNM RES INC COM Stock 69349H107 1,673 0 0.00 84 -2.33 0.0063
2019-11-07 2019-09-30 13F PNM RES INC COM Stock 69349H107 1,673 1,561 1,393.75 86 1,620.00 0.0058
2019-05-15 2019-03-31 13F PNM RESOURCES Stock 69349H107 112 -1,608 -93.49 5 -92.86 0.0007
2019-06-03 2018-12-31 13F/A-10 PNM RES INC COM Stock 69349H107 1,720 426 32.92 70 37.25 0.0043
2019-01-23 2018-12-31 13F PNM RES INC COM Stock 69349H107 1,720 426 70 0.0043
2019-06-03 2018-09-30 13F/A-9 PNM RES INC COM Stock 69349H107 1,294 -12 -0.92 51 0.00 0.0021
2018-10-25 2018-09-30 13F PNM RES INC COM Stock 69349H107 1,294 -12 51 0.0021
2019-06-03 2018-06-30 13F/A-8 PNM RES INC COM Stock 69349H107 1,306 -1,964 -60.06 51 -61.36 0.0021
2018-08-07 2018-06-30 13F PNM RES INC COM Stock 69349H107 1,306 -1,333 51
2019-06-03 2018-03-31 13F/A-7 PNM RES INC COM Stock 69349H107 3,270 0 0.00 132 0.00 0.0060
2018-05-09 2018-03-31 13F PNM RES INC COM Stock 69349H107 2,639 -631 101
2019-06-03 2017-12-31 13F/A-6 PNM RES INC COM Stock 69349H107 3,270 -924 -22.03 132 -21.89 0.0060
2018-01-24 2017-12-31 13F PNM RES INC COM Stock 69349H107 3,270 -924 132
2017-10-30 2017-09-30 13F PNM RES INC COM Stock 69349H107 4,194 -53 -1.25 169 4.32 0.0067
2019-06-03 2017-06-30 13F/A-5 PNM RES INC COM Stock 69349H107 4,247 1,260 42.18 162 45.95 0.0069
2017-07-31 2017-06-30 13F PNM RES INC COM Stock 69349H107 4,247 1,260 162
2019-06-03 2017-03-31 13F/A-4 PNM RES INC COM Stock 69349H107 2,987 2,029 211.80 111 236.36 0.0048
2017-04-26 2017-03-31 13F PNM RES INC COM Stock 69349H107 2,987 2,029 111
2019-06-03 2016-12-31 13F/A-3 PNM RES INC COM Stock 69349H107 958 -335 -25.91 33 -21.43 0.0016
2017-02-14 2016-12-31 13F PNM RES INC COM Stock 69349H107 958 -335 33
2016-11-04 2016-09-30 13F PNM RES INC COM Stock 69349H107 1,293 260 25.17 42 13.51 0.0022
2019-06-03 2016-06-30 13F/A-2 PNM RES INC COM Stock 69349H107 1,033 921 822.32 37 640.00 0.0021
2016-08-22 2016-06-30 13F PNM RES INC COM Stock 69349H107 1,033 921 37
2019-06-03 2016-03-31 13F/A-1 PNM RESOURCES Stock 69349H107 112 -1,231 -91.66 5 -87.80 0.0007
2016-05-02 2016-03-31 13F PNM RES INC COM Stock 69349H107 1,148 -195 39
2016-02-11 2015-12-31 13F PNM RES INC COM Stock 69349H107 1,343 1,343 41 0.0028
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.