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 Q2	$256K	Buy	10,732 +96	+0.9%	+$2.21K	﹤0.01%	3694
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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's RGCO Position: Q2 2026 in Review

Creative Planning increased its RGC Resources (RGCO) stake by 0.9% in Q2 2026, buying an estimated $2.21K and bringing the position to 10,732 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

Creative Planning first reported a position in RGCO in Q4 2022 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

Creative Planning held 10,732 shares of RGC Resources worth $256K as of Q2 2026.
Creative Planning bought 96 RGC Resources shares in Q2 2026, an estimated $2.21K.
RGC Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3694 holding.
Creative Planning first reported a position in RGC Resources in Q4 2022 and has held it in 15 quarters since.
99 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.