Wells Fargo’s Mexco Energy MXC Stock Holding History

Wells Fargo’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
2024 Q2	–	Sell	-7	Closed	-$70	–	7261
2024 Q1	$70	Hold	7	–	–	﹤0.01%	6746
2023 Q4	$64	Hold	7	–	–	﹤0.01%	6878
2023 Q3	$91	Hold	7	–	–	﹤0.01%	6796
2023 Q2	$84	Hold	7	–	–	﹤0.01%	6912
2023 Q1	$80	Hold	7	–	–	﹤0.01%	6985
2022 Q4	$87	Buy	7 +1	+17%	+$15	﹤0.01%	6829
2022 Q3	$0	Hold	6	–	–	﹤0.01%	7114
2022 Q2	$0	Buy	6 +1	+20%	+$17	﹤0.01%	7244
2022 Q1	$0	Hold	5	–	–	﹤0.01%	7549
2021 Q4	$0	Hold	5	–	–	﹤0.01%	7605
2021 Q3	$0	Hold	5	–	–	﹤0.01%	7321
2021 Q2	$0	Hold	5	–	–	﹤0.01%	7248
2021 Q1	$0	Hold	5	–	–	﹤0.01%	7202
2020 Q4	$0	Sell	5 -1	-17%	-$5	﹤0.01%	6818
2020 Q3	$0	Hold	6	–	–	﹤0.01%	6687
2020 Q2	$0	Hold	6	–	–	﹤0.01%	6629
2020 Q1	$0	Buy	+6	New	+$20	﹤0.01%	6585
2017 Q2	–	Sell	-2	Closed	–	–	6378
2017 Q1	$0	Sell	2 -2	-50%	-$9	﹤0.01%	6425
2016 Q4	$0	Hold	4	–	–	﹤0.01%	6374
2016 Q3	$0	Hold	4	–	–	﹤0.01%	6290
2016 Q2	$0	Hold	4	–	–	﹤0.01%	6244
2016 Q1	$0	Hold	4	–	–	﹤0.01%	6347
2015 Q4	$0	Hold	4	–	–	﹤0.01%	6351
2015 Q3	$0	Hold	4	–	–	﹤0.01%	6357
2015 Q2	$0	Sell	4 -18	-82%	-$91	﹤0.01%	6455
2015 Q1	$0	Hold	22	–	–	﹤0.01%	6280
2014 Q4	$0	Buy	+22	New	+$131	﹤0.01%	6327

Other funds holding MXC

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

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

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo's MXC Position: Q2 2024 in Review

Wells Fargo sold out of Mexco Energy (MXC) in Q2 2024, closing a stake of 7 shares — an estimated $70 sold.

Wells Fargo first reported a position in MXC in Q4 2014 and held it in 27 quarters. The position peaked at $91 in Q3 2023. 10 funds tracked by Wall St. Rank hold MXC as of Q2 2024.

Wells Fargo reported no remaining Mexco Energy position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 7 Mexco Energy shares in Q2 2024, an estimated $70.
Wells Fargo first reported a position in Mexco Energy in Q4 2014 and held it in 27 quarters.
Wells Fargo's Mexco Energy position peaked at $91 in Q3 2023.
10 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.