Cerity Partners
RGCO icon

Cerity Partners’s RGC Resources RGCO Stock Holding History

Cerity Partners’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 		$542K Buy
24,602
+7,356
+43% +$159K ﹤0.01% 2241
2025
Q4 		$367K Sell
17,246
-4,588
-21% -$100K ﹤0.01% 2284
2025
Q3 		$490K Buy
21,834
+402
+2% +$8.81K ﹤0.01% 1989
2025
Q2 		$480K Buy
21,432
+36
+0.2% +$765 ﹤0.01% 1885
2025
Q1 		$447K Sell
21,396
-2,985
-12% -$61.5K ﹤0.01% 1830
2024
Q4 		$489K Sell
24,381
-1,750
-7% -$36.3K ﹤0.01% 1775
2024
Q3 		$590K Buy
26,131
+1,161
+5% +$24.2K ﹤0.01% 1681
2024
Q2 		$511K Sell
24,970
-27
-0.1% -$551 ﹤0.01% 1535
2024
Q1 		$506K Buy
24,997
+436
+2% +$8.43K ﹤0.01% 1593
2023
Q4 		$500K Hold
24,561
– – ﹤0.01% 1273
2023
Q3 		$425K Hold
24,561
– – ﹤0.01% 1034
2023
Q2 		$492K Hold
24,561
– – ﹤0.01% 1188
2023
Q1 		$492K Buy
24,561
+600
+3% +$14.2K ﹤0.01% 1297
2022
Q4 		$528K Hold
23,961
– – ﹤0.01% 926
2022
Q3 		$505K Hold
23,961
– – 0.01% 712
2022
Q2 		$457K Buy
+23,961
New +$489K 0.01% 770

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

Cerity Partners's RGCO Position: Q1 2026 in Review

Cerity Partners increased its RGC Resources (RGCO) stake by 43% in Q1 2026, buying an estimated $159K and bringing the position to 24,602 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Cerity Partners first reported a position in RGCO in Q2 2022 and has held it in 16 quarters since. The position peaked at $590K in Q3 2024. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

  • Cerity Partners held 24,602 shares of RGC Resources worth $542K as of Q1 2026.
  • Cerity Partners bought 7,356 RGC Resources shares in Q1 2026, an estimated $159K.
  • RGC Resources made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2241 holding.
  • Cerity Partners first reported a position in RGC Resources in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's RGC Resources position peaked at $590K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.