Clearstead Advisors
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Clearstead Advisors’s RGC Resources RGCO Stock Holding History

Clearstead Advisors’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 		$6.83K Buy
+321
New +$7.15K ﹤0.01% 2108
2026
Q1 		– Sell
-10,304
Closed -$219K – 2731
2025
Q4 		$219K Buy
+10,304
New +$225K ﹤0.01% 914

Other funds holding RGCO

Geode Capital Management
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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

Clearstead Advisors's RGCO Position: Q3 2026 in Review

Clearstead Advisors opened a new position in RGC Resources (RGCO) in Q3 2026: 321 shares worth $6.83K. The stake represents ﹤0.01% of the portfolio and ranks #2108 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in RGCO as recently as Q4 2025.

Clearstead Advisors first reported a position in RGCO in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 39 funds tracked by Wall St. Rank hold RGCO as of Q3 2026.

  • Clearstead Advisors held 321 shares of RGC Resources worth $6.83K as of Q3 2026.
  • RGC Resources was a new Clearstead Advisors position in Q3 2026.
  • RGC Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2108 holding.
  • Clearstead Advisors first reported a position in RGC Resources in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's RGC Resources position peaked at $219K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held RGC Resources as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.