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 17 institutions that hold shares in the stock, with a total of 184,103 shares, which have been reported (via 13F filing form) to have a value of $1.65 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
62,095
shares
|
$556,992
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Beddow Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
40,861
shares
|
$366,523
0.14% of portfolio
|
Q3 2025
Added 100.85%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
37,357
shares
|
$335,092
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 05, 2025 Q3 2025 |
19,827
shares
|
$177,848
0.12% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
10,150
shares
|
$91,045
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
7,627
shares
|
$68,414
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$35,880
0.02% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
800
shares
|
$7,176
0.0% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
640
shares
|
$5,740
0.0% of portfolio
|
Q3 2025
Added 86.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
502
shares
|
$4,502
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
200
shares
|
$1,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22
shares
|
$197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
10
shares
|
$89
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8
shares
|
$71
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2
shares
|
$17
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2
shares
|
$17
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|