Mexco EnergyMXC

13F holders, Q1 2025 (March 31)
15holders +1
1new positions
0sold out
$7.87avg. 13F price*

At the end of Q1 2025, 15 institutions reported holding Mexco Energy Corp. (MXC) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Vanguard Group Inc. ($487K), Dimensional Fund Advisors LP ($306K) and Meixler Investment Management, Ltd. ($157K).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$772
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 2,501 shares bought and 524 shares sold, net +1,977 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Vanguard Group Inc. 0.00% No change 62,095 $487K
Dimensional Fund Advisors LP 0.00% Add +0.3% 37,430 $306K
Meixler Investment Management, Ltd. 0.11% Reduce -1.5% 20,921 $157K
Royal Bank of Canada 0.00% No change 11,700 $96K
Beddow Capital Management Inc. 0.04% Add +20.0% 12,044 $91K
Caldwell Sutter Capital, Inc. 0.01% No change 4,000 $30K
Acadian Asset Management LLC 0.00% No change 845 $6K
UBS Group AG 0.00% Reduce -21.3% 791 $6K
Morgan Stanley 0.00% Add +0.2% 502 $4K
Tower Research Capital LLC (TRC) 0.00% Add +214.2% 399 $3K
Farther Finance Advisors, LLC 0.00% New 100 $772
NewEdge Advisors, LLC 0.00% No change 22 $165
SBI Securities Co., Ltd. 0.00% No change 10 $82
Bank of America Corp. 0.00% No change 7 $53
JPMorgan Chase & Co. 0.00% No change 2 $16

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