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 Q1	–	Sell	-10,304	Closed	-$219K	–	2731
2025 Q4	$219K	Buy	+10,304	New	+$225K	﹤0.01%	914

Other funds holding RGCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearstead Advisors's RGCO Position: Q1 2026 in Review

Clearstead Advisors sold out of RGC Resources (RGCO) in Q1 2026, closing a stake of 10,304 shares — an estimated $219K sold.

Clearstead Advisors first reported a position in RGCO in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

Clearstead Advisors reported no remaining RGC Resources position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 10,304 RGC Resources shares in Q1 2026, an estimated $219K.
Clearstead Advisors first reported a position in RGC Resources in Q4 2025 and held it in 1 quarter.
Clearstead Advisors's RGC Resources position peaked at $219K in Q4 2025.
93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.