Mexco EnergyMXC

13F holders, Q3 2024 (September 30)
12holders +2
2new positions
0sold out
$12.14avg. 13F price*

At the end of Q3 2024, 12 institutions reported holding Mexco Energy Corp. (MXC) in their 13F filings, up 2 from Q2 2024. 2 opened new positions and 0 sold out. The largest holders were Vanguard Group Inc. ($754K), Dimensional Fund Advisors LP ($454K) and Meixler Investment Management, Ltd. ($272K).

Company
Mexco Energy Corp.
CUSIP
592770101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 13Q1 2024Q2 2024: 10Q2 2024Q3 2024: 12Q3 2024Q4 2024: 14Q4 2024Q1 2025: 15Q1 2025Q2 2025: 14Q2 2025Q3 2025: 16Q3 2025Q4 2025: 17Q4 2025Q1 2026: 17Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$5K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 12,119 shares bought and 3,443 shares sold, net +8,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

Vanguard Group Inc. 0.00% No change 62,095 $754K
Dimensional Fund Advisors LP 0.00% Reduce -4.0% 37,366 $454K
Meixler Investment Management, Ltd. 0.20% Reduce -1.5% 22,431 $272K
Royal Bank of Canada 0.00% Add +1169900.0% 11,700 $142K
Caldwell Sutter Capital, Inc. 0.02% No change 4,000 $49K
Acadian Asset Management LLC 0.00% Reduce -60.2% 845 $10K
UBS Group AG 0.00% New 393 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -45.2% 325 $4K
NewEdge Advisors, LLC 0.00% New 22 $267
Bank of America Corp. 0.00% Add +45.5% 16 $194
Morgan Stanley 0.00% No change 2 $28
JPMorgan Chase & Co. 0.00% No change 2 $24

"% of holder's portfolio" is MXC's weight in each manager's 13F, not the share of Mexco Energy Corp. the manager owns.