Mexco EnergyMXC

13F holders, Q4 2024 (December 31)
14holders +2
1new positions
0sold out
$11.28avg. 13F price*

At the end of Q4 2024, 14 institutions reported holding Mexco Energy Corp. (MXC) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Vanguard Group Inc. ($700K), Dimensional Fund Advisors LP ($421K) and Meixler Investment Management, Ltd. ($239K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$113K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 11,144 shares bought and 1,460 shares sold, net +9,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Vanguard Group Inc. 0.00% No change 62,095 $700K
Dimensional Fund Advisors LP 0.00% Reduce -0.1% 37,313 $421K
Meixler Investment Management, Ltd. 0.18% Reduce -5.3% 21,231 $239K
Royal Bank of Canada 0.00% No change 11,700 $132K
Beddow Capital Management Inc. 0.05% New 10,033 $113K
Caldwell Sutter Capital, Inc. 0.02% No change 4,000 $45K
UBS Group AG 0.00% Add +155.7% 1,005 $11K
Acadian Asset Management LLC 0.00% No change 845 $9K
Morgan Stanley 0.00% Add +24950.0% 501 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -60.9% 127 $1K
NewEdge Advisors, LLC 0.00% No change 22 $248
SBI Securities Co., Ltd. 0.00% — 10 $113
Bank of America Corp. 0.00% Reduce -56.3% 7 $79
JPMorgan Chase & Co. 0.00% No change 2 $23

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