Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s RGC Resources RGCO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$14K Buy
637
+5
+0.8% +$108 ﹤0.01% 4630
2025
Q4 		$13K Sell
632
-143
-18% -$3.12K ﹤0.01% 4430
2025
Q3 		$17K Buy
775
+264
+52% +$5.79K ﹤0.01% 4225
2025
Q2 		$11K Buy
511
+226
+79% +$4.8K ﹤0.01% 4258
2025
Q1 		$6K Sell
285
-61
-18% -$1.26K ﹤0.01% 4400
2024
Q4 		$7K Sell
346
-81
-19% -$1.68K ﹤0.01% 4077
2024
Q3 		$10K Buy
427
+220
+106% +$4.59K ﹤0.01% 3799
2024
Q2 		$4K Buy
207
+173
+509% +$3.53K ﹤0.01% 3997
2024
Q1 		$1K Buy
34
+25
+278% +$483 ﹤0.01% 4202
2023
Q4 		$0 Buy
+9
New +$162 ﹤0.01% 4461

Other funds holding RGCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RGCO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its RGC Resources (RGCO) stake by 0.79% in Q1 2026, buying an estimated $108 and bringing the position to 637 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #4630.

Carson Wealth (CWM LLC) first reported a position in RGCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $17K in Q3 2025. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 637 shares of RGC Resources worth $14K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5 RGC Resources shares in Q1 2026, an estimated $108.
  • RGC Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4630 holding.
  • Carson Wealth (CWM LLC) first reported a position in RGC Resources in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s RGC Resources position peaked at $17K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.