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 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

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

NewEdge Advisors's MXC Position: Q1 2026 in Review

NewEdge Advisors held its Mexco Energy (MXC) position steady in Q1 2026 at 22 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #4060.

NewEdge Advisors first reported a position in MXC in Q4 2022 and has held it in 8 quarters since. The position peaked at $12.5K in Q4 2022. 17 funds tracked by Wall St. Rank hold MXC as of Q1 2026.

NewEdge Advisors held 22 shares of Mexco Energy worth $225 as of Q1 2026.
NewEdge Advisors left its Mexco Energy share count unchanged in Q1 2026.
Mexco Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4060 holding.
NewEdge Advisors first reported a position in Mexco Energy in Q4 2022 and has held it in 8 quarters since.
NewEdge Advisors's Mexco Energy position peaked at $12.5K in Q4 2022.
17 funds tracked by Wall St. Rank held Mexco Energy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.