MXC — MEXCO ENERGY CORP
As of Q2 2026, 4 SEC-registered investment managers reported holding MXC (MEXCO ENERGY CORP) in their latest 13F filings, with a combined reported value of $9.47K across 1.27K shares. That is -97.8% by share count (-56.49K shares) versus the previous quarter, while reported value moved -98.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MXC is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 1.10K | $8.26K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 160 | $1.20K | 0.00% | Hold |
| Morgan Stanley history | 1 | $11 | 0.00% | Reduce |
| Citigroup Inc history | 1 | $7 | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Northern Trust Corp history | 57.32K | $585.81K | 0.00% | Hold |
| Morgan Stanley history | 200 | $2.04K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 160 | $1.64K | 0.00% | New |
| Citigroup Inc history | 75 | $767 | 0.00% | Add |
| UBS Group AG history | 5 | $51 | 0.00% | Reduce |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 62.09K | $615.36K | 0.00% | Hold |
| Northern Trust Corp history | 57.34K | $568.21K | 0.00% | New |
| UBS Group AG history | 102 | $1.01K | 0.00% | New |
| Bank of America Corp history | 9 | $89 | 0.00% | Add |
| Citigroup Inc history | 1 | $10 | 0.00% | New |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 62.09K | $568.79K | 0.00% | Hold |
| Morgan Stanley history | 502 | $4.60K | 0.00% | Hold |
| Bank of America Corp history | 8 | $73 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2 | $18 | 0.00% | Hold |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 62.09K | $550.78K | 0.00% | Hold |
| UBS Group AG history | 668 | $5.92K | 0.00% | Reduce |
| Morgan Stanley history | 501 | $4.45K | 0.00% | Hold |
| Bank of America Corp history | 9 | $80 | 0.00% | Add |
| JPMorgan Chase & Co history | 2 | $18 | 0.00% | Hold |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 62.09K | $486.51K | 0.00% | Hold |
| UBS Group AG history | 791 | $5.95K | 0.00% | Reduce |
| Morgan Stanley history | 502 | $3.78K | 0.00% | Hold |
| Bank of America Corp history | 7 | $53 | 0.00% | Hold |
| JPMorgan Chase & Co history | 2 | $16 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Northern Trust Corp sold 57.32K sh · $585.81K
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 1.10K | 5 | 102 | — | 668 | 791 | 1.00K | 393 | — | 151 | — | — | — | — | 1.08K | 367 | 546 | 1.50K | 183 | 1.59K |
| Fidelity Management & Research (FMR) | 160 | 160 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 1 | 200 | — | 502 | 501 | 502 | 501 | 2 | 2 | 1 | 1.50K | 1.70K | 1.70K | 1.70K | 1.70K | 1.70K | 2.20K | 2.30K | 2.50K | 2.50K |
| Citigroup Inc | 1 | 75 | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 9 | 8 | 9 | 7 | 7 | 16 | 11 | 4 | — | — | — | — | 1 | — | — | — | 2 | — |
| Northern Trust Corp | — | 57.32K | 57.34K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 62.09K | 62.09K | 62.09K | 62.09K | 62.09K | 62.09K | 62.09K | 62.09K | 62.09K | 61.51K | 61.51K | 61.14K | 61.14K | 61.11K | 61.11K | 61.11K | 16.50K | 16.50K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.90K | — |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | 11.20K | 12.50K | 10.40K | 10.20K | 11.40K | 14.80K | 20.23K | 35.00K | 19.00K | 16.50K | 16.20K |
| Geode Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | 10.38K | 10.38K | 10.38K | 10.42K | 11.10K | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 5 | 5 | 5 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details