TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership42,466 shares
Latest Disclosed Value $ 2,483
Amalgamated Bank reports 2.66% increase in ownership of TXNM / TXNM Energy, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 42,466 shares of TXNM Energy, Inc. (MX:TXNM) valued at $2,483 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 41,365 shares of TXNM Energy, Inc.. This represents a change in shares of 2.66% 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 INC COM COM 69349H107 42,466 1,101 2.66 2 0.00 0.0190
2026-02-05 2025-12-31 13F TXNM ENERGY INC COM COM 69349H107 41,365 -297 -0.71 2 0.00 0.0176
2025-10-29 2025-09-30 13F TXNM ENERGY INC COM COM 69349H107 41,662 1,007 2.48 2 0.00 0.0168
2025-08-04 2025-06-30 13F TXNM ENERGY INC COM COM 69349H107 40,655 739 1.85 2 0.00 0.0177
2025-04-25 2025-03-31 13F TXNM ENERGY INC COM COM 69349H107 39,916 -1,461 -3.53 2 0.00 0.0183
2025-02-04 2024-12-31 13F TXNM ENERGY INC COM COM 69349H107 41,377 0 0.00 2 100.00 0.0167
2024-10-30 2024-09-30 13F TXNM ENERGY INC COM COM 69349H107 41,377 -2,287 -5.24 2 0.00 0.0149
2024-08-12 2024-06-30 13F PNM RES COM 69349H107 43,664 -1,342 -2.98 2 0.00 0.0137
2024-04-23 2024-03-31 13F PNM RES COM 69349H107 45,006 -4,716 -9.48 2 -50.00 0.0145
2024-02-06 2023-12-31 13F PNM RES COM 69349H107 49,722 -891 -1.76 2 0.00 0.0165
2023-11-08 2023-09-30 13F PNM RES COM 69349H107 50,613 -1,321 -2.54 2 0.00 0.0192
2023-08-11 2023-06-30 13F PNM RES COM 69349H107 51,934 -2,358 -4.34 2 0.00 0.0190
2023-05-02 2023-03-31 13F PNM RES COM 69349H107 54,292 -3,482 -6.03 3 0.00 0.0225
2023-02-10 2022-12-31 13F PNM RES COM 69349H107 57,774 968 1.70 3 -99.92 0.0251
2022-11-09 2022-09-30 13F PNM RES COM 69349H107 56,806 1,249 2.25 2,598 -2.15 0.0251
2022-08-15 2022-06-30 13F PNM RES COM 69349H107 55,557 856 1.56 2,655 1.80 0.0248
2022-08-25 2022-03-31 13F/A-1 PNM RES COM 69349H107 54,701 -2,438 -4.27 2,608 0.08 0.0203
2022-06-30 2022-03-31 13F PNM RES COM 69349H107 54,701 -2,438 2,608 0.0207
2022-02-15 2021-12-31 13F/A-1 PNM RES COM 69349H107 57,139 295 0.52 2,606 -7.36 0.0192
2022-02-15 2021-12-31 13F PNM RES COM 69349H107 57,139 295 2,606 0.0192
2021-10-29 2021-09-30 13F PNM RES COM 69349H107 56,844 -6,332 -10.02 2,813 -8.70 0.0238
2021-08-16 2021-06-30 13F PNM RES COM 69349H107 63,176 55,533 726.59 3,081 721.60 0.0247
2021-05-13 2021-03-31 13F PNM RES COM 69349H107 7,643 72 0.95 375 2.18 0.0141
2021-02-12 2020-12-31 13F PNM RES COM 69349H107 7,571 74 0.99 367 18.39 0.0139
2020-10-30 2020-09-30 13F PNM RES COM 69349H107 7,497 -66 -0.87 310 6.53 0.0135
2020-08-10 2020-06-30 13F PNM RES COM 69349H107 7,563 -5,502 -42.11 291 -41.33 0.0135
2020-05-13 2020-03-31 13F PNM RES COM 69349H107 13,065 -417 -3.09 496 -27.49 0.0121
2020-02-13 2019-12-31 13F PNM RES COM 69349H107 13,482 1,207 9.83 684 7.04 0.0126
2019-11-13 2019-09-30 13F PNM RES COM 69349H107 12,275 -273 -2.18 639 0.00 0.0134
2019-08-14 2019-06-30 13F PNM RES COM 69349H107 12,548 772 6.56 639 14.72 0.0149
2019-05-15 2019-03-31 13F PNM RES COM 69349H107 11,776 400 3.52 557 19.27 0.0135
2019-02-15 2018-12-31 13F PNM RES COM 69349H107 11,376 -171 -1.48 467 2.41 0.0132
2018-11-14 2018-09-30 13F PNM RES COM 69349H107 11,547 -105 -0.90 456 0.66 0.0113
2018-07-18 2018-06-30 13F PNM RES COM 69349H107 11,652 305 2.69 453 4.38 0.0111
2018-05-22 2018-03-31 13F PNM RES COM 69349H107 11,347 -165 -1.43 434 -6.87 0.0115
2018-02-13 2017-12-31 13F PNM RES COM 69349H107 11,512 778 7.25 466 7.62 0.0126
2017-11-09 2017-09-30 13F PNM RES COM 69349H107 10,734 -635 -5.59 433 -0.46 0.0135
2017-08-10 2017-06-30 13F PNM RES COM 69349H107 11,369 135 1.20 435 4.57 0.0143
2017-05-12 2017-03-31 13F PNM RES COM 69349H107 11,234 -5 -0.04 416 8.05 0.0207
2017-02-14 2016-12-31 13F PNM RES COM 69349H107 11,239 1,301 13.09 385 18.46 0.0174
2016-11-15 2016-09-30 13F/A-1 PNM RES COM 69349H107 9,938 12 0.12 325 -2.11 0.0189
2016-08-16 2016-06-30 13F PNM RES COM 69349H107 9,926 1,009 11.32 332 10.30 0.0192
2016-05-11 2016-03-31 13F PNM RES COM 69349H107 8,917 831 10.28 301 21.86 0.0293
2016-02-10 2015-12-31 13F PNM RES COM 69349H107 8,086 -582 -6.71 247 1.65 0.0305
2015-11-04 2015-09-30 13F PNM RES COM 69349H107 8,668 86 1.00 243 15.17 0.0255
2015-07-10 2015-06-30 13F PNM RES COM 69349H107 8,582 8,582 211 0.0207
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.