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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, Q2 2024

Institutional positions in RGC Resources Inc as of Jun 30, 2024. 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
66
0 vs. Q1 2024
Shares held
3.69M
+68.4K (+1.9%) vs. Q1 2024
Total value
$75.6M
+$2.16M (+2.9%) vs. Q1 2024
New holders
5
23 more added
Sold out
5
21 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 66 institutions
Q1 2021: 59 institutionsQ2 2021: 59 institutionsQ3 2021: 55 institutionsQ4 2021: 51 institutionsQ1 2022: 54 institutionsQ2 2022: 51 institutionsQ3 2022: 53 institutionsQ4 2022: 55 institutionsQ1 2023: 63 institutionsQ2 2023: 67 institutionsQ3 2023: 67 institutionsQ4 2023: 71 institutionsQ1 2024: 67 institutionsQ2 2024: 66 institutionsQ3 2024: 73 institutionsQ4 2024: 71 institutionsQ1 2025: 81 institutionsQ2 2025: 83 institutionsQ3 2025: 88 institutionsQ4 2025: 86 institutionsQ1 2026: 93 institutionsQ2 2026: 99 institutions
Value heldQ2 2024: $75.6M
Q1 2021: $73.8MQ2 2021: $86.1MQ3 2021: $75.4MQ4 2021: $75.4MQ1 2022: $75.9MQ2 2022: $64.7MQ3 2022: $69.5MQ4 2022: $75.8MQ1 2023: $79.1MQ2 2023: $72.5MQ3 2023: $61.3MQ4 2023: $73.4MQ1 2024: $74.2MQ2 2024: $75.6MQ3 2024: $87.0MQ4 2024: $77.5MQ1 2025: $81.9MQ2 2025: $88.3MQ3 2025: $90.2MQ4 2025: $85.5MQ1 2026: $89.0MQ2 2026: $98.6M
Institutions holding RGCO and their total value by quarter
QuarterHoldersValue
Q2 202699$98.6M
Q1 202693$89.0M
Q4 202586$85.5M
Q3 202588$90.2M
Q2 202583$88.3M
Q1 202581$81.9M
Q4 202471$77.5M
Q3 202473$87.0M
Q2 202466$75.6M
Q1 202467$74.2M
Q4 202371$73.4M
Q3 202367$61.3M
Q2 202367$72.5M
Q1 202363$79.1M
Q4 202255$75.8M
Q3 202253$69.5M
Q2 202251$64.7M
Q1 202254$75.9M
Q4 202151$75.4M
Q3 202155$75.4M
Q2 202159$86.1M
Q1 202159$73.8M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding RGC Resources Inc; share changes are against Q1 2024.

Institutions holding RGCO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank65$1.33K0.00%+5+8.3%Added
Naples Money Management LLC108$2.15K0.00%00.0%Unchanged
GAMMA Investing LLC127$2.60K0.00%00.0%Unchanged
Salem Investment Counselors Inc191$3.91K0.00%00.0%Unchanged
CWM, LLC207$4.00K0.00%+173+508.8%Added
Amalgamated Bank270$6.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.317$6.48K0.00%+317New
Geneos Wealth Management Inc.534$10.9K0.00%00.0%Unchanged
California State Teachers Retirement System598$12.2K0.00%−217−26.6%Reduced
Ameritas Investment Partners, Inc.661$13.5K0.00%00.0%Unchanged
US Bancorp764$15.6K0.00%00.0%Unchanged
Legal & General Group Plc765$15.6K0.00%00.0%Unchanged
FMR LLC906$18.5K0.00%−132−12.7%Reduced
Principal Securities, Inc.907$18.5K0.00%−69−7.1%Reduced
First United Bank Trust931$19.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC1,700$34.8K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,891$38.7K0.00%−2,120−52.9%Reduced
Citigroup Inc2,143$43.8K0.00%+382+21.7%Added
Tower Research Capital LLC (TRC)2,294$46.9K0.00%+2,106+1,120.2%Added
Barclays PLC3,062$62.6K0.00%−2,749−47.3%Reduced
JPMorgan Chase & Co3,998$81.8K0.00%−12,200−75.3%Reduced
Corebridge Financial, Inc.4,441$90.8K0.00%+4,441New
MetLife Investment Management4,655$95.2K0.00%+437+10.4%Added
New York State Common Retirement Fund4,670$95.5K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.4,881$99.8K0.00%+4,881New
Royal Bank of Canada5,079$104.0K0.00%+593+13.2%Added
GWM Advisors LLC5,375$109.9K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.5,426$111.0K0.00%+26+0.5%Added
Wells Fargo & Company8,501$173.8K0.00%+766+9.9%Added
Rhumbline Advisers9,338$191.0K0.00%+497+5.6%Added
Creative Planning10,525$215.2K0.00%00.0%Unchanged
Price T Rowe Associates Inc10,680$219.0K0.00%00.0%Unchanged
Fruth Investment Management11,902$243.0K0.07%+1,002+9.2%Added
Janney Montgomery Scott LLC12,465$255.0K0.00%−1,600−11.4%Reduced
Belpointe Asset Management LLC14,603$298.6K0.02%+103+0.7%Added
Invesco Ltd.14,718$301.0K0.00%+14,718New
Hennessy Advisors Inc15,654$320.1K0.01%00.0%Unchanged
Captrust Financial Advisors15,950$326.2K0.00%−27−0.2%Reduced
Charles Schwab Investment Management Inc23,628$483.2K0.00%+1,432+6.5%Added
Cerity Partners LLC24,970$510.6K0.00%−27−0.1%Reduced
Bank of America Corp25,760$526.8K0.00%−3,385−11.6%Reduced
Bridgeway Capital Management, LLC25,800$527.6K0.01%00.0%Unchanged
Nuveen Asset Management, LLC26,192$535.6K0.00%+14,140+117.3%Added
Boston Partners26,783$547.7K0.00%+15,330+133.9%Added
Cary Street Partner Investment Advisory LLC33,377$682.6K0.03%−750−2.2%Reduced
Morgan Stanley35,639$728.8K0.00%−2,942−7.6%Reduced
Burke & Herbert Bank & Trust Co40,025$818.5K0.20%+40,025New
Renaissance Technologies LLC43,433$888.2K0.00%+600+1.4%Added
Fca Corp43,716$894.0K0.29%+335+0.8%Added
Trust Co of Virginia50,153$1.03M0.10%−1,062−2.1%Reduced
Northern Trust Corp66,830$1.37M0.00%−1,274−1.9%Reduced
Bank of New York Mellon Corp84,424$1.73M0.00%+47+0.1%Added
UBS Group AG84,499$1.73M0.00%−13,108−13.4%Reduced
Teton Advisors, Inc.90,010$1.84M0.77%+3,000+3.4%Added
North Star Investment Management Corp.92,000$1.88M0.14%00.0%Unchanged
State Street Corp104,337$2.13M0.00%+79+0.1%Added
Cutter & CO Brokerage, Inc.116,459$2.38M0.58%−5,421−4.4%Reduced
Dimensional Fund Advisors LP120,725$2.47M0.00%−4,768−3.8%Reduced
Russell Investments Group, Ltd.153,610$3.14M0.01%−27,914−15.4%Reduced
Ancora Advisors, LLC168,564$3.45M0.09%−2,215−1.3%Reduced
Geode Capital Management, LLC188,504$3.86M0.00%+8,814+4.9%Added
Gabelli Funds LLC224,206$4.59M0.03%+31,651+16.4%Added
Gamco Investors, Inc. Et Al382,200$7.82M0.08%+22,500+6.3%Added
Ameriprise Financial Inc382,373$7.82M0.00%+11,329+3.1%Added
BlackRock Inc.417,738$8.54M0.00%−8,981−2.1%Reduced
Vanguard Group Inc437,608$8.95M0.00%−1950.0%Reduced
Keel Point, LLC0$00.00%−10,000−100.0%Sold out
Deutsche Bank AG0$00.00%−5,683−100.0%Sold out
American International Group, Inc.0$00.00%−3,996−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−437−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−56−100.0%Sold out
Summit Financial Group Inc––––Not filed