RGC Resources Inc
RGCO- Exchange
- Nasdaq
- Industry
- Natural Gas Transmisison & Distribution
- SEC CIK
- 0001069533
In the last 90 days, RGC Resources Inc insiders filed 17 open-market purchases and 0 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $98.6M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in RGC Resources Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 71
- +4 vs. Q3 2023
- Shares held
- 3.61M
- +66.8K (+1.9%) vs. Q3 2023
- Total value
- $73.4M
- +$12.1M (+19.8%) vs. Q3 2023
- New holders
- 10
- 23 more added
- Sold out
- 6
- 21 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RGCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 99 | $98.6M |
| Q1 2026 | 93 | $89.0M |
| Q4 2025 | 86 | $85.5M |
| Q3 2025 | 88 | $90.2M |
| Q2 2025 | 83 | $88.3M |
| Q1 2025 | 81 | $81.9M |
| Q4 2024 | 71 | $77.5M |
| Q3 2024 | 73 | $87.0M |
| Q2 2024 | 66 | $75.6M |
| Q1 2024 | 67 | $74.2M |
| Q4 2023 | 71 | $73.4M |
| Q3 2023 | 67 | $61.3M |
| Q2 2023 | 67 | $72.5M |
| Q1 2023 | 63 | $79.1M |
| Q4 2022 | 55 | $75.8M |
| Q3 2022 | 53 | $69.5M |
| Q2 2022 | 51 | $64.7M |
| Q1 2022 | 54 | $75.9M |
| Q4 2021 | 51 | $75.4M |
| Q3 2021 | 55 | $75.4M |
| Q2 2021 | 59 | $86.1M |
| Q1 2021 | 59 | $73.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding RGC Resources Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| Comerica Bank | 71 | $1.45K | 0.00% | −63−47.0% | Reduced |
| Naples Money Management LLC | 76 | $1.55K | 0.00% | +76 | New |
| GAMMA Investing LLC | 127 | $2.43K | 0.00% | +127 | New |
| Salem Investment Counselors Inc | 191 | $3.88K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 495 | $8.56K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 437 | $8.89K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 452 | $9.19K | 0.00% | −182−28.7% | Reduced |
| Geneos Wealth Management Inc. | 534 | $10.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 604 | $12.3K | 0.00% | −2,472−80.4% | Reduced |
| Ameritas Investment Partners, Inc. | 661 | $13.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 665 | $13.5K | 0.00% | −8−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 720 | $14.7K | 0.00% | −256−26.2% | Reduced |
| Amalgamated Bank | 721 | $15.0K | 0.00% | −80−10.0% | Reduced |
| US Bancorp | 764 | $15.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 765 | $15.6K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 931 | $18.9K | 0.01% | +931 | New |
| Principal Securities, Inc. | 1,010 | $20.5K | 0.00% | +1,010 | New |
| California State Teachers Retirement System | 1,318 | $26.8K | 0.00% | −449−25.4% | Reduced |
| Citigroup Inc | 1,424 | $29.0K | 0.00% | +996+232.7% | Added |
| Nisa Investment Advisors, LLC | 1,700 | $34.6K | 0.00% | +1,700 | New |
| BNP Paribas Arbitrage, SA | 2,476 | $50.4K | 0.00% | −1,077−30.3% | Reduced |
| American International Group, Inc. | 3,981 | $81.0K | 0.00% | −16−0.4% | Reduced |
| MetLife Investment Management | 4,218 | $85.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,670 | $95.0K | 0.00% | −14−0.3% | Reduced |
| GWM Advisors LLC | 5,375 | $109.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,400 | $109.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,683 | $115.6K | 0.00% | +5,683 | New |
| Royal Bank of Canada | 6,910 | $140.0K | 0.00% | +4,332+168.0% | Added |
| Wells Fargo & Company | 7,338 | $149.3K | 0.00% | −1,279−14.8% | Reduced |
| Rhumbline Advisers | 8,556 | $174.0K | 0.00% | +124+1.5% | Added |
| Keel Point, LLC | 10,000 | $203.4K | 0.02% | +10,000 | New |
| Price T Rowe Associates Inc | 10,141 | $207.0K | 0.00% | +10,141 | New |
| Fruth Investment Management | 10,400 | $211.0K | 0.06% | +10,400 | New |
| JPMorgan Chase & Co | 10,480 | $213.2K | 0.00% | +5,288+101.8% | Added |
| Creative Planning | 10,500 | $213.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 11,063 | $225.0K | 0.00% | +9,546+629.3% | Added |
| Boston Partners | 11,453 | $232.9K | 0.00% | −9,079−44.2% | Reduced |
| Nuveen Asset Management, LLC | 12,052 | $245.1K | 0.00% | +1,014+9.2% | Added |
| 3Chopt Investment Partners, LLC | 14,145 | $287.7K | 0.11% | −19,537−58.0% | Reduced |
| Belpointe Asset Management LLC | 14,291 | $290.7K | 0.03% | +127+0.9% | Added |
| Baldwin Investment Management, LLC | 16,500 | $335.6K | 0.05% | −3,500−17.5% | Reduced |
| Janney Montgomery Scott LLC | 16,765 | $341.0K | 0.00% | +200+1.2% | Added |
| Captrust Financial Advisors | 16,926 | $344.3K | 0.00% | +900+5.6% | Added |
| Hennessy Advisors Inc | 17,154 | $348.9K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,196 | $451.5K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 24,561 | $500.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,800 | $524.8K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 30,158 | $613.4K | 0.00% | +2,143+7.6% | Added |
| Cary Street Partner Investment Advisory LLC | 36,664 | $745.7K | 0.04% | −2,601−6.6% | Reduced |
| Morgan Stanley | 39,584 | $805.1K | 0.00% | +9,556+31.8% | Added |
| Summit Financial Group Inc | 40,025 | $814.1K | 0.31% | 00.0% | Unchanged |
| Fca Corp | 43,213 | $879.0K | 0.30% | +1,009+2.4% | Added |
| Renaissance Technologies LLC | 43,533 | $885.0K | 0.00% | −3,200−6.8% | Reduced |
| Trust Co of Virginia | 51,225 | $1.04M | 0.11% | −938−1.8% | Reduced |
| Northern Trust Corp | 66,778 | $1.36M | 0.00% | +308+0.5% | Added |
| Teton Advisors, Inc. | 86,010 | $1.75M | 0.57% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 86,600 | $1.76M | 0.00% | +28,229+48.4% | Added |
| State Street Corp | 90,917 | $1.85M | 0.00% | +1,390+1.6% | Added |
| North Star Investment Management Corp. | 92,000 | $1.87M | 0.14% | −370−0.4% | Reduced |
| UBS Group AG | 106,083 | $2.16M | 0.00% | +5,195+5.1% | Added |
| Cutter & CO Brokerage, Inc. | 123,326 | $2.51M | 0.70% | +41,421+50.6% | Added |
| Dimensional Fund Advisors LP | 125,493 | $2.55M | 0.00% | −2,741−2.1% | Reduced |
| Russell Investments Group, Ltd. | 144,839 | $2.95M | 0.01% | −11,774−7.5% | Reduced |
| Geode Capital Management, LLC | 168,020 | $3.42M | 0.00% | +6,219+3.8% | Added |
| Gabelli Funds LLC | 168,500 | $3.43M | 0.03% | +3,800+2.3% | Added |
| Ancora Advisors, LLC | 170,971 | $3.48M | 0.08% | +37,900+28.5% | Added |
| Gamco Investors, Inc. Et Al | 337,300 | $6.86M | 0.07% | +90,000+36.4% | Added |
| Ameriprise Financial Inc | 353,166 | $7.18M | 0.00% | +4,129+1.2% | Added |
| Vanguard Group Inc | 433,601 | $8.82M | 0.00% | −146,727−25.3% | Reduced |
| BlackRock Inc. | 448,933 | $9.13M | 0.00% | +32,924+7.9% | Added |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,822−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −14,545−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,582−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −10,046−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −28−100.0% | Sold out |