Belpointe Asset Management
RGCO icon

Belpointe Asset Management’s RGC Resources RGCO Stock Holding History

Belpointe Asset Management’s Portfolio RGCO Stock Details RGCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$321K Buy
15,103
+73
+0.5% +$1.62K 0.01% 887
2026
Q2 		$359K Sell
15,030
-32
-0.2% -$737 0.01% 844
2026
Q1 		$332K Sell
15,062
-54
-0.4% -$1.17K 0.01% 819
2025
Q4 		$322K Buy
15,116
+70
+0.5% +$1.52K 0.01% 806
2025
Q3 		$338K Buy
15,046
+73
+0.5% +$1.6K 0.01% 757
2025
Q2 		$335K Buy
14,973
+70
+0.5% +$1.49K 0.01% 724
2025
Q1 		$311K Buy
14,903
+204
+1% +$4.2K 0.02% 714
2024
Q4 		$312K Hold
14,699
– – 0.02% 639
2024
Q3 		$332K Buy
14,699
+96
+0.7% +$2K 0.02% 633
2024
Q2 		$299K Buy
14,603
+103
+0.7% +$2.1K 0.02% 589
2024
Q1 		$293K Buy
14,500
+209
+1% +$4.04K 0.02% 599
2023
Q4 		$291K Buy
14,291
+127
+0.9% +$2.28K 0.03% 533
2023
Q3 		$245K Buy
14,164
+426
+3% +$7.98K 0.03% 540
2023
Q2 		$275K Buy
13,738
+86
+0.6% +$1.77K 0.03% 484
2023
Q1 		$317K Buy
13,652
+74
+0.5% +$1.75K 0.02% 726
2022
Q4 		$299K Buy
13,578
+77
+0.6% +$1.71K 0.02% 732
2022
Q3 		$284K Buy
13,501
+659
+5% +$13.7K 0.02% 708
2022
Q2 		$245K Buy
12,842
+2,734
+27% +$55.8K 0.02% 746
2022
Q1 		$216K Buy
10,108
+2,395
+31% +$52.7K 0.01% 874
2021
Q4 		$177K Buy
7,713
+1,246
+19% +$27.8K 0.01% 945
2021
Q3 		$146K Buy
6,467
+327
+5% +$8K 0.01% 992
2021
Q2 		$155K Buy
+6,140
New +$139K 0.01% 938

Other funds holding RGCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 21.01% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Belpointe Asset Management's RGCO Position: Q3 2026 in Review

Belpointe Asset Management increased its RGC Resources (RGCO) stake by 0.49% in Q3 2026, buying an estimated $1.62K and bringing the position to 15,103 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #887.

Belpointe Asset Management first reported a position in RGCO in Q2 2021 and has held it in 22 quarters since. The position peaked at $359K in Q2 2026. 44 funds tracked by Wall St. Rank hold RGCO as of Q3 2026.

  • Belpointe Asset Management held 15,103 shares of RGC Resources worth $321K as of Q3 2026.
  • Belpointe Asset Management bought 73 RGC Resources shares in Q3 2026, an estimated $1.62K.
  • RGC Resources made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #887 holding.
  • Belpointe Asset Management first reported a position in RGC Resources in Q2 2021 and has held it in 22 quarters since.
  • Belpointe Asset Management's RGC Resources position peaked at $359K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held RGC Resources as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.