NewEdge Advisors’s Mexco Energy MXC Stock Holding History

NewEdge Advisors’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 Q2	$165	Hold	22	–	–	﹤0.01%	4127
2026 Q1	$225	Hold	22	–	–	﹤0.01%	4060
2025 Q4	$218	Hold	22	–	–	﹤0.01%	4127
2025 Q3	$202	Hold	22	–	–	﹤0.01%	4008
2025 Q2	$195	Hold	22	–	–	﹤0.01%	3881
2025 Q1	$165	Hold	22	–	–	﹤0.01%	3811
2024 Q4	$248	Hold	22	–	–	﹤0.01%	3731
2024 Q3	$267	Buy	+22	New	+$259	﹤0.01%	3664
2023 Q1	–	Sell	-1,000	Closed	-$12.5K	–	3880
2022 Q4	$12.5K	Buy	+1,000	New	+$14.8K	﹤0.01%	2295

Other funds holding MXC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

NewEdge Advisors's MXC Position: Q2 2026 in Review

NewEdge Advisors held its Mexco Energy (MXC) position steady in Q2 2026 at 22 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #4127.

NewEdge Advisors first reported a position in MXC in Q4 2022 and has held it in 9 quarters since. The position peaked at $12.5K in Q4 2022. 14 funds tracked by Wall St. Rank hold MXC as of Q2 2026.

NewEdge Advisors held 22 shares of Mexco Energy worth $165 as of Q2 2026.
NewEdge Advisors left its Mexco Energy share count unchanged in Q2 2026.
Mexco Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4127 holding.
NewEdge Advisors first reported a position in Mexco Energy in Q4 2022 and has held it in 9 quarters since.
NewEdge Advisors's Mexco Energy position peaked at $12.5K in Q4 2022.
14 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.