Institutional Ownership Mexco Energy Corp (MXC)
This table provides information about the institutional ownership of Mexco Energy Corp (MXC). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 159,691 shares, which have been reported (via 13F filing form) to have a value of $1.38 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
62,095
shares
|
$536,500
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
36,950
shares
|
$319,248
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Beddow Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
20,344
shares
|
$175,772
0.07% of portfolio
|
Q2 2025
Added 68.91%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
19,277
shares
|
$166,553
0.12% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
14,670
shares
|
$126,748
0.0% of portfolio
|
Q2 2025
Added 25.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$34,560
0.02% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
800
shares
|
$6,912
0.0% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
668
shares
|
$5,771
0.0% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
501
shares
|
$4,328
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
343
shares
|
$2,963
0.0% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
22
shares
|
$190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
10
shares
|
$86
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9
shares
|
$77
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2
shares
|
$17
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|