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TXNM · SO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TXNMSO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TXNM
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterTXNMSO
Q3 20205 holders, $572m15 holders, $5.5bn
Q4 202010 holders, $364m17 holders, $6.9bn
Q1 202112 holders, $443m16 holders, $7.5bn
Q2 20218 holders, $426m17 holders, $7.0bn
Q3 202111 holders, $374m15 holders, $7.1bn
Q4 20218 holders, $323m15 holders, $8.8bn
Q1 202210 holders, $279m18 holders, $10.5bn
Q2 202211 holders, $261m20 holders, $10.7bn
Q3 202210 holders, $256m24 holders, $11.0bn
Q4 202215 holders, $366m18 holders, $10.7bn
Q1 202315 holders, $391m14 holders, $10.5bn
Q2 202314 holders, $325m14 holders, $9.7bn
Q3 20239 holders, $336m16 holders, $7.9bn
Q4 20237 holders, $294m14 holders, $7.5bn
Q1 20249 holders, $338m13 holders, $7.1bn
Q2 20249 holders, $214m14 holders, $6.9bn
Q3 20249 holders, $173m11 holders, $7.7bn
Q4 20248 holders, $307m14 holders, $6.7bn
Q1 20259 holders, $420m17 holders, $7.8bn
Q2 202512 holders, $391m18 holders, $8.6bn
Q3 202513 holders, $643m19 holders, $11.9bn
Q4 202513 holders, $776m16 holders, $12.1bn
Q1 202610 holders, $911m18 holders, $14.9bn
Q2 202612 holders, $915m15 holders, $15.6bn
TXNM

PNM Res Inc

Holders
9
Reported value
$338m
Buyers
7
Sellers
2

Breadth +5 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
13
Reported value
$7.1bn
Buyers
8
Sellers
6

Breadth +2 among 93 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2024

Among the 19 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TXNM (6)

Acadian Asset Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC

Only SO (10)

AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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