Jeremy Grantham's TXNM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 745,857 shares of TXNM Energy, Inc. (TXNM) worth $43.92 M, representing 0.11% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TXNM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 861,328 shares. Largest reduction occurred in Q1 2024, reducing 892,692 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's TXNM Energy (TXNM) Holding Value Over Time
Track share changes against reported price movement
Quarterly TXNM Energy (TXNM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +69,763 | Add 10.32% | 745,857 | $58.88 |
| Q3 2025 | +193,964 | Add 40.23% | 676,094 | $56.55 |
| Q2 2025 | +482,130 | New Buy | 482,130 | $56.32 |
| Q1 2024 | -892,692 | Sold Out | 0 | $0.00 |
| Q4 2023 | +53,956 | Add 6.43% | 892,692 | $41.60 |
| Q3 2023 | -156,067 | Reduce 15.69% | 838,736 | $44.61 |
| Q2 2023 | +43,228 | Add 4.54% | 994,803 | $45.10 |
| Q1 2023 | +141,813 | Add 17.51% | 951,575 | $48.68 |
| Q4 2022 | -175,020 | Reduce 17.77% | 809,762 | $48.79 |
| Q3 2022 | +861,328 | Add 697.69% | 984,782 | $45.73 |
| Q2 2022 | +123,454 | New Buy | 123,454 | $47.78 |
| Q1 2022 | -717,353 | Sold Out | 0 | $0.00 |
| Q4 2021 | -692,534 | Reduce 49.12% | 717,353 | $45.61 |
| Q3 2021 | -428,469 | Reduce 23.31% | 1.41 M | $49.48 |
| Q2 2021 | +336,713 | Add 22.42% | 1.84 M | $48.77 |
| Q1 2021 | +851,943 | Add 131.13% | 1.5 M | $49.05 |
| Q4 2020 | +649,700 | New Buy | 649,700 | $48.53 |
| Q2 2020 | -229,800 | Sold Out | 0 | $0.00 |
| Q1 2020 | -219,500 | Reduce 48.85% | 229,800 | $38.00 |
| Q4 2019 | -29,100 | Reduce 6.08% | 449,300 | $50.71 |
| Q3 2019 | +157,600 | Add 49.13% | 478,400 | $52.08 |
| Q2 2019 | +128,200 | Add 66.56% | 320,800 | $50.91 |
| Q1 2019 | +192,600 | New Buy | 192,600 | $47.34 |
Jeremy Grantham's TXNM Energy Investment FAQs
Jeremy Grantham first purchased TXNM Energy, Inc. (TXNM) in Q1 2019, acquiring 192,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held TXNM Energy, Inc. (TXNM) for 23 quarters since Q1 2019.
Jeremy Grantham's largest addition to TXNM Energy, Inc. (TXNM) was in Q3 2022, adding 984,782 shares worth $45.03 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 745,857 shares of TXNM Energy, Inc. (TXNM), valued at approximately $43.92 M.
As of the Q4 2025 filing, TXNM Energy, Inc. (TXNM) represents approximately 0.11% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in TXNM Energy, Inc. (TXNM) was 1,838,356 shares, as reported at the end of Q2 2021.