TXNM Energy, Inc.
MX ˙ BMV ˙ US69349H1077
SecurityMX:TXNM / TXNM Energy, Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership1,136,360 shares
Latest Disclosed Value $ 66,636,164
Jpmorgan Chase & Co reports 89.14% increase in ownership of TXNM / TXNM Energy, Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 1,136,360 shares of TXNM Energy, Inc. (MX:TXNM) valued at $66,636,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 600,813 shares of TXNM Energy, Inc.. This represents a change in shares of 89.14% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F/A-1 TXNM ENERGY COMMON 69349H107 1,136,360 535,547 89.14 66,636 88.37 0.0005
2026-05-13 2026-03-31 13F TXNM ENERGY COMMON 69349H107 0 -100.00 0
2026-02-11 2025-12-31 13F TXNM ENERGY COMMON 69349H107 600,813 -194,686 -24.47 35,376 -21.36 0.0022
2025-11-26 2025-09-30 13F/A-1 TXNM ENERGY COMMON 69349H107 795,499 -193,118 -19.53 44,985 -19.21 0.0027
2025-11-07 2025-09-30 13F TXNM ENERGY COMMON 69349H107 795,499 -193,118 44,985 0.0003
2025-08-12 2025-06-30 13F TXNM ENERGY COMMON 69349H107 988,617 542,503 121.61 55,679 133.37 0.0036
2025-05-12 2025-03-31 13F TXNM ENERGY COMMON 69349H107 446,114 -204,121 -31.39 23,858 -25.38 0.0017
2025-02-12 2024-12-31 13F TXNM ENERGY COMMON 69349H107 650,235 -11,388 -1.72 31,972 10.40 0.0024
2024-12-26 2024-09-30 13F/A-1 TXNM ENERGY COMMON 69349H107 661,623 176,820 36.47 28,959 61.62 0.0022
2024-11-08 2024-09-30 13F TXNM ENERGY COMMON 69349H107 661,623 176,820 28,959 0.0022
2024-12-26 2024-06-30 13F/A-1 PNM RES COMMON 69349H107 484,803 124,272 34.47 17,918 32.04 0.0015
2024-08-12 2024-06-30 13F PNM RES COMMON 69349H107 484,803 124,272 17,918 0.0015
2024-12-26 2024-03-31 13F/A-1 PNM RES COMMON 69349H107 360,531 -381,164 -51.39 13,570 -56.02 0.0011
2024-05-10 2024-03-31 13F PNM RES COMMON 69349H107 360,531 -381,164 13,570 0.0011
2024-12-26 2023-12-31 13F/A-1 PNM RES COMMON 69349H107 741,695 66,384 9.83 30,855 2.42 0.0030
2024-02-12 2023-12-31 13F PNM RES COMMON 69349H107 741,695 66,384 30,855 0.0030
2023-11-14 2023-09-30 13F PNM RES COMMON 69349H107 675,311 -29,784 -4.22 30,126 -5.26 0.0033
2023-08-11 2023-06-30 13F PNM RES COMMON 69349H107 705,095 341,679 94.02 31,800 79.75 0.0035
2023-05-18 2023-03-31 13F/A-1 PNM RES COMMON 69349H107 363,416 170,318 88.20 17,691 196,466.67 0.0022
2023-05-11 2023-03-31 13F PNM RES COMMON 69349H107 150,409 -42,689 9,657 0.0001
2023-02-13 2022-12-31 13F PNM RES COMMON 69349H107 193,098 -35,608 -15.57 9 -99.91 0.0012
2022-11-14 2022-09-30 13F PNM RES COMMON 69349H107 228,706 -41,006 -15.20 10,459 -18.84 0.0015
2022-08-11 2022-06-30 13F PNM RES COMMON 69349H107 269,712 -42,273 -13.55 12,887 -13.35 0.0018
2022-05-11 2022-03-31 13F PNM RES COMMON 69349H107 311,985 -732,201 -70.12 14,872 -68.77 0.0018
2022-02-11 2021-12-31 13F/A-1 PNM RES COMMON 69349H107 1,044,186 845,580 425.76 47,624 384.62 0.0055
2022-02-10 2021-12-31 13F PNM RES COMMON 69349H107 1,044,186 845,580 47,624 0.0055
2021-11-12 2021-09-30 13F PNM RES COMMON 69349H107 198,606 -407,188 -67.22 9,827 -66.74 0.0012
2021-08-12 2021-06-30 13F PNM RES COMMON 69349H107 605,794 -186,365 -23.53 29,544 -23.97 0.0035
2021-05-12 2021-03-31 13F PNM RES COMMON 69349H107 792,159 302,325 61.72 38,856 63.45 0.0052
2021-02-19 2020-12-31 13F/A-1 PNM RES COMMON 69349H107 489,834 157,264 47.29 23,772 74.18 0.0035
2021-02-11 2020-12-31 13F PNM RES COMMON 69349H107 489,834 157,264 23,772 587.8985
2020-11-12 2020-09-30 13F/A-1 PNM RES COMMON 69349H107 332,570 20,073 6.42 13,648 13.61 0.0023
2020-11-12 2020-09-30 13F PNM RES COMMON 69349H107 332,570 13,648
2020-08-11 2020-06-30 13F PNM RES COMMON 69349H107 312,497 -52,668 -14.42 12,013 -13.44 0.0023
2020-05-12 2020-03-31 13F PNM RES COMMON 69349H107 365,165 -225,549 -38.18 13,878 -53.67 0.0033
2020-02-11 2019-12-31 13F PNM RES COMMON 69349H107 590,714 162,216 37.86 29,955 34.23 0.0056
2019-11-12 2019-09-30 13F PNM RES COMMON 69349H107 428,498 -150 -0.03 22,317 2.37 0.0044
2019-08-07 2019-06-30 13F PNM RES COMMON 69349H107 428,648 -73,272 -14.60 21,800 -8.25 0.0043
2019-05-07 2019-03-31 13F PNM RES COMMON 69349H107 501,920 103,643 26.02 23,761 45.19 0.0049
2019-02-11 2018-12-31 13F PNM RES COMMON 69349H107 398,277 75,779 23.50 16,366 28.64 0.0038
2018-11-13 2018-09-30 13F/A-1 PNM RES COMMON 69349H107 322,498 15,453 5.03 12,722 6.52 0.0024
2018-11-07 2018-09-30 13F PNM RES COMMON 69349H107 322,498 15,453 12,722
2018-08-14 2018-06-30 13F PNM RES COMMON 69349H107 307,045 -70,739 -18.72 11,943 -17.35 0.0025
2018-05-10 2018-03-31 13F PNM RES COMMON 69349H107 377,784 12,549 3.44 14,450 -2.20 0.0031
2018-02-13 2017-12-31 13F PNM RES COMMON 69349H107 365,235 241,531 195.25 14,775 191.36 0.0031
2017-11-09 2017-09-30 13F PNM RES COMMON 69349H107 123,704 -4,568 -3.56 5,071 3.34 0.0011
2017-08-09 2017-06-30 13F PNM RES COMMON 69349H107 128,272 20,300 18.80 4,907 22.83 0.0011
2017-05-10 2017-03-31 13F PNM RES COMMON 69349H107 107,972 -174,277 -61.75 3,995 -58.73 0.0009
2017-02-06 2016-12-31 13F PNM RES COMMON 69349H107 282,249 35,377 14.33 9,681 19.86 0.0023
2016-11-04 2016-09-30 13F PNM RES COMMON 69349H107 246,872 155,720 170.84 8,077 150.06 0.0020
2016-08-08 2016-06-30 13F PNM RES COMMON 69349H107 91,152 -344,115 -79.06 3,230 -77.99 0.0008
2016-05-10 2016-03-31 13F PNM RES COMMON 69349H107 435,267 3,546 0.82 14,678 11.21 0.0038
2016-02-12 2015-12-31 13F PNM RES COMMON 69349H107 431,721 3,141 0.73 13,198 9.78 0.0033
2015-11-13 2015-09-30 13F PNM RES COMMON 69349H107 428,580 12,828 3.09 12,022 17.54 0.0032
2015-08-14 2015-06-30 13F PNM RESOURCES COMMON 69349H107 415,752 5,456 1.33 10,228 -14.63 0.0024
2015-05-15 2015-03-31 13F PNM RESOURCES COMMON 69349H107 410,296 2,989 0.73 11,981 -0.73 0.0027
2015-02-13 2014-12-31 13F PNM RESOURCES COMMON 69349H107 407,307 -1,806 -0.44 12,069 18.43 0.0028
2014-12-08 2014-09-30 13F/A-1 PNM RES COMMON 69349H107 409,113 -116,264 -22.13 10,191 -33.87 0.0024
2014-11-14 2014-09-30 13F PNM RES COMMON 69349H107 409,113 10,191
2014-09-03 2014-06-30 13F/A-1 PNM RES COMMON 69349H107 525,377 135,424 34.73 15,410 46.19 0.0039
2014-08-14 2014-06-30 13F PNM RES COMMON 69349H107 525,377 15,410
2014-05-15 2014-03-31 13F PNM RES COMMON 69349H107 389,953 -6,333 -1.60 10,541 10.28 0.0029
2014-02-26 2013-12-31 13F/A-1 PNM RES COMMON 69349H107 396,286 -70,175 -15.04 9,558 -9.45 0.0027
2014-02-13 2013-12-31 13F PNM RES COMMON 69349H107 396,286 9,558
2013-10-31 2013-09-30 13F PNM RES COMMON 69349H107 466,461 66,673 16.68 10,555 18.98 0.0031
2013-08-13 2013-06-30 13F PNM RES COMMON 69349H107 399,788 399,788 8,871 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.