Osaic Holdings’s Mexco Energy MXC Stock Holding History

Osaic Holdings’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
2025 Q4	–	Sell	-7,627	Closed	-$71.3K	–	8046
2025 Q3	$71.3K	Buy	+7,627	New	+$64.4K	﹤0.01%	5065

Other funds holding MXC

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

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

Osaic Holdings's MXC Position: Q4 2025 in Review

Osaic Holdings sold out of Mexco Energy (MXC) in Q4 2025, closing a stake of 7,627 shares — an estimated $71.3K sold.

Osaic Holdings first reported a position in MXC in Q3 2025 and held it in 1 quarter. The position peaked at $71.3K in Q3 2025. 17 funds tracked by Wall St. Rank hold MXC as of Q4 2025.

Osaic Holdings reported no remaining Mexco Energy position as of Q4 2025 after selling out during the quarter.
Osaic Holdings sold 7,627 Mexco Energy shares in Q4 2025, an estimated $71.3K.
Osaic Holdings first reported a position in Mexco Energy in Q3 2025 and held it in 1 quarter.
Osaic Holdings's Mexco Energy position peaked at $71.3K in Q3 2025.
17 funds tracked by Wall St. Rank held Mexco Energy as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.