TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,257 shares
Latest Disclosed Value $ 73,484
EverSource Wealth Advisors, LLC reports 17.15% increase in ownership of TXNM / TXNM Energy, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,257 shares of TXNM Energy, Inc. (MX:TXNM) valued at $73,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,073 shares of TXNM Energy, Inc.. This represents a change in shares of 17.15% 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/A-1 TXNM ENERGY INC COM Stock 69349H107 1,257 184 17.15 73 15.87 0.0003
2026-05-14 2026-03-31 13F TXNM ENERGY INC COM Stock 69349H107 2,336 1,263 144 0.0008
2026-02-06 2025-12-31 13F TXNM ENERGY INC COM Stock 69349H107 1,073 -766 -41.65 63 -38.83 0.0023
2025-11-10 2025-09-30 13F TXNM ENERGY INC COM Stock 69349H107 1,839 311 20.35 104 19.77 0.0041
2025-08-13 2025-06-30 13F TXNM ENERGY INC COM Stock 69349H107 1,528 1,043 215.05 86 244.00 0.0039
2025-05-13 2025-03-31 13F TXNM ENERGY INC COM Stock 69349H107 485 -484 -49.95 26 -46.81 0.0014
2025-02-10 2024-12-31 13F TXNM ENERGY INC COM Stock 69349H107 969 706 268.44 48 327.27 0.0027
2024-11-08 2024-09-30 13F TXNM ENERGY INC COM Stock 69349H107 263 12 4.78 12 10.00 0.0007
2024-08-13 2024-06-30 13F PNM RES INC COM Stock 69349H107 251 -119 -32.16 10 -23.08 0.0007
2024-06-11 2024-03-31 13F/A-1 PNM RES INC COM Stock 69349H107 370 242 189.06 14 160.00 0.0011
2024-05-13 2024-03-31 13F PNM RES INC COM Stock 69349H107 128 0 5 0.0002
2024-02-09 2023-12-31 13F PNM RES INC COM Stock 69349H107 128 -28 -17.95 5 -16.67 0.0005
2023-11-03 2023-09-30 13F PNM RES INC COM Stock 69349H107 156 82 110.81 7 100.00 0.0007
2023-08-04 2023-06-30 13F PNM RES INC COM Stock 69349H107 74 -1,079 -93.58 3 -94.64 0.0004
2023-05-11 2023-03-31 13F PNM RES INC COM Stock 69349H107 1,153 1,153 56 0.0070
2023-02-09 2022-12-31 13F PNM RES INC COM Stock 69349H107 0 -1,396 -100.00 0 -100.00
2022-11-07 2022-09-30 13F PNM RES INC COM Stock 69349H107 1,396 1,396 64 0.0147
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.