DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
TXNM 5.75 06/01/54

TXNM ENERGY INC

28 institutions still hold TXNM ENERGY INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69349HAF4·28 13F holders·last filed Mar 31, 2026
Market cap
9.2%
vs prior quarter
13F value held
$734M
76.0% inst. owned
of float
Holders
28
+47 QoQ
filers reporting
Activity
+65 / −94
+882 added · −722 reduced
this quarter
Concentration
19.98%
Aequim Alternative Investments LP #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported TXNM 5.75 06/01/54 in Q1 2026. Aequim Alternative Investments LP leads at 20.0% of the visible book. +47 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aequim Alternative Investments LP
CIK 0001728201
$147M110.0M2.84%Q1 2026
02
Zimmer Partners, LP
CIK 0001565854
$128M95.0M3.36%Q4 2025
03
Shaolin Capital Management LLC
CIK 0001766806
$76M56K2.81%Q1 2026
04
FRANKLIN RESOURCES INC
CIK 0000038777
$53M40.0M0.01%Q1 2026
05
Verition Fund Management LLC
CIK 0001454027
$53M40.0M0.35%Q1 2026
06
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$45M33.9M0.04%Q1 2026
07
HBK INVESTMENTS L P
CIK 0001011443
$36M27.0M0.37%Q1 2026
08
Calamos Advisors LLC
CIK 0001316507
$33M25.0M0.12%Q1 2026
09
D. E. Shaw & Co., Inc.
CIK 0001009207
$33M24.4M0.02%Q4 2025
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M24.4M0.01%Q1 2026
11
Sculptor Capital LP
CIK 0001054587
$27M20.0M0.28%Q1 2026
12
BlackRock, Inc.
CIK 0002012383
$12M8.8M0.00%Q1 2026
13
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$11M8.0M0.10%Q1 2026
14
STATE STREET CORP
CIK 0000093751
$10M7.1M0.00%Q1 2026
15
PenderFund Capital Management Ltd.
CIK 0001706164
$8M5.9M1.25%Q1 2026
16
JPMORGAN CHASE & CO
CIK 0000019617
$8M5.8M0.00%Q1 2026
17
Warberg Asset Management LLC
CIK 0001597506
$7M5.0M1.11%Q1 2026
18
Skaana Management L.P.
CIK 0001860998
$6M4.5M2.02%Q1 2026
19
MIRABELLA FINANCIAL SERVICES LLP
CIK 0001538853
$6M5.0M0.54%Q1 2026
20
WATER ISLAND CAPITAL LLC
CIK 0001222765
$4M3.0M0.44%Q4 2025
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