Morgan Stanley’s Mexco Energy MXC Stock Holding History

Morgan Stanley’s Portfolio MXC Stock Details MXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04K	Buy	+200	New	+$2.21K	﹤0.01%	7327
2025 Q4	–	Sell	-502	Closed	-$4.6K	–	8383
2025 Q3	$4.6K	Buy	502 +1	+0.2%	+$8	﹤0.01%	7115
2025 Q2	$4.45K	Sell	501 -1	-0.2%	-$8	﹤0.01%	7068
2025 Q1	$3.78K	Buy	502 +1	+0.2%	+$11	﹤0.01%	7054
2024 Q4	$5.66K	Buy	501 +499	+24,950%	+$5.99K	﹤0.01%	6976
2024 Q3	$28	Hold	2	–	–	﹤0.01%	7752
2024 Q2	$24	Buy	2 +1	+100%	+$12	﹤0.01%	7718
2024 Q1	$16	Sell	1 -3,001	-100%	-$29.9K	﹤0.01%	7740
2023 Q4	$27.4K	Buy	3,002 +1,301	+76%	+$14.8K	﹤0.01%	6549
2023 Q3	$22.1K	Hold	1,701	–	–	﹤0.01%	6450
2023 Q2	$20.4K	Hold	1,701	–	–	﹤0.01%	6564
2023 Q1	$19.4K	Hold	1,701	–	–	﹤0.01%	6640
2022 Q4	$21.2K	Hold	1,701	–	–	﹤0.01%	6673
2022 Q3	$28K	Sell	1,701 -500	-23%	-$8.8K	﹤0.01%	6651
2022 Q2	$38K	Sell	2,201 -100	-4%	-$1.74K	﹤0.01%	6729
2022 Q1	$37K	Sell	2,301 -200	-8%	-$2.71K	﹤0.01%	6845
2021 Q4	$23K	Hold	2,501	–	–	﹤0.01%	7166
2021 Q3	$26K	Hold	2,501	–	–	﹤0.01%	6993
2021 Q2	$24K	Hold	2,501	–	–	﹤0.01%	6945
2021 Q1	$22K	Buy	2,501 +1	+0%	+$8	﹤0.01%	6688
2020 Q4	$15K	Hold	2,500	–	–	﹤0.01%	6528
2020 Q3	$12K	Hold	2,500	–	–	﹤0.01%	6216
2020 Q2	$8K	Hold	2,500	–	–	﹤0.01%	6216
2020 Q1	$6K	Hold	2,500	–	–	﹤0.01%	6154
2019 Q4	$10K	Sell	2,500 -501	-17%	-$2.04K	﹤0.01%	6264
2019 Q3	$12K	Hold	3,001	–	–	﹤0.01%	6153
2019 Q2	$12K	Sell	3,001 -2,000	-40%	-$8.81K	﹤0.01%	6081
2019 Q1	$25K	Buy	5,001 +1,801	+56%	+$6.96K	﹤0.01%	5942
2018 Q4	$9K	Hold	3,200	–	–	﹤0.01%	6189
2018 Q3	$18K	Hold	3,200	–	–	﹤0.01%	6169
2018 Q2	$19K	Hold	3,200	–	–	﹤0.01%	6163
2018 Q1	$10K	Hold	3,200	–	–	﹤0.01%	6264
2017 Q4	$13K	Hold	3,200	–	–	﹤0.01%	6176
2017 Q3	$14K	Hold	3,200	–	–	﹤0.01%	6110
2017 Q2	$14K	Sell	3,200 -1,200	-27%	-$4.85K	﹤0.01%	6166
2017 Q1	$17K	Hold	4,400	–	–	﹤0.01%	6126
2016 Q4	$22K	Hold	4,400	–	–	﹤0.01%	5980
2016 Q3	$18K	Sell	4,400 -1,315	-23%	-$4.62K	﹤0.01%	5944
2016 Q2	$14K	Sell	5,715 -1,000	-15%	-$2.57K	﹤0.01%	5962
2016 Q1	$17K	Hold	6,715	–	–	﹤0.01%	5972
2015 Q4	$22K	Buy	6,715 +2,699	+67%	+$7.45K	﹤0.01%	6002
2015 Q3	$10K	Buy	+4,016	New	+$11.7K	﹤0.01%	6242

Other funds holding MXC

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley's MXC Position: Q1 2026 in Review

Morgan Stanley opened a new position in Mexco Energy (MXC) in Q1 2026: 200 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #7327 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in MXC as recently as Q3 2025.

Morgan Stanley first reported a position in MXC in Q3 2015 and has held it in 42 quarters since. The position peaked at $38K in Q2 2022. 17 funds tracked by Wall St. Rank hold MXC as of Q1 2026.

Morgan Stanley held 200 shares of Mexco Energy worth $2.04K as of Q1 2026.
Mexco Energy was a new Morgan Stanley position in Q1 2026.
Mexco Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7327 holding.
Morgan Stanley first reported a position in Mexco Energy in Q3 2015 and has held it in 42 quarters since.
Morgan Stanley's Mexco Energy position peaked at $38K in Q2 2022.
17 funds tracked by Wall St. Rank held Mexco Energy as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.