Creative Planning’s RGC Resources RGCO Stock Holding History

Creative Planning’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	$235K	Buy	10,636 +29	+0.3%	+$627	﹤0.01%	3623
2025 Q4	$226K	Buy	10,607 +5	+0%	+$109	﹤0.01%	3461
2025 Q3	$238K	Buy	10,602 +66	+0.6%	+$1.45K	﹤0.01%	3334
2025 Q2	$236K	Sell	10,536 -245	-2%	-$5.21K	﹤0.01%	3098
2025 Q1	$225K	Buy	10,781 +252	+2%	+$5.19K	﹤0.01%	2970
2024 Q4	$211K	Buy	10,529 +4	+0%	+$83	﹤0.01%	2936
2024 Q3	$238K	Hold	10,525	–	–	﹤0.01%	2714
2024 Q2	$215K	Hold	10,525	–	–	﹤0.01%	2624
2024 Q1	$213K	Buy	10,525 +25	+0.2%	+$483	﹤0.01%	2524
2023 Q4	$214K	Hold	10,500	–	–	﹤0.01%	2366
2023 Q3	$182K	Hold	10,500	–	–	﹤0.01%	2265
2023 Q2	$210K	Hold	10,500	–	–	﹤0.01%	2178
2023 Q1	$243K	Hold	10,500	–	–	﹤0.01%	1974
2022 Q4	$232K	Buy	+10,500	New	+$233K	﹤0.01%	1918

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

Creative Planning's RGCO Position: Q1 2026 in Review

Creative Planning increased its RGC Resources (RGCO) stake by 0.27% in Q1 2026, buying an estimated $627 and bringing the position to 10,636 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Creative Planning first reported a position in RGCO in Q4 2022 and has held it in 14 quarters since. The position peaked at $243K in Q1 2023. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

Creative Planning held 10,636 shares of RGC Resources worth $235K as of Q1 2026.
Creative Planning bought 29 RGC Resources shares in Q1 2026, an estimated $627.
RGC Resources made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3623 holding.
Creative Planning first reported a position in RGC Resources in Q4 2022 and has held it in 14 quarters since.
Creative Planning's RGC Resources position peaked at $243K in Q1 2023.
93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.