Envestnet Asset Management
RGCO icon

Envestnet Asset Management’s RGC Resources RGCO Stock Holding History

Envestnet Asset Management’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 		$267K Buy
12,130
+251
+2% +$5.43K ﹤0.01% 4344
2025
Q4 		$253K Sell
11,879
-725
-6% -$15.8K ﹤0.01% 4135
2025
Q3 		$283K Sell
12,604
-50
-0.4% -$1.1K ﹤0.01% 4118
2025
Q2 		$283K Buy
12,654
+668
+6% +$14.2K ﹤0.01% 4059
2025
Q1 		$250K Buy
11,986
+1,939
+19% +$39.9K ﹤0.01% 4028
2024
Q4 		$202K Buy
10,047
+410
+4% +$8.5K ﹤0.01% 4095
2024
Q3 		$218K Buy
+9,637
New +$201K ﹤0.01% 3984

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

Envestnet Asset Management's RGCO Position: Q1 2026 in Review

Envestnet Asset Management increased its RGC Resources (RGCO) stake by 2.1% in Q1 2026, buying an estimated $5.43K and bringing the position to 12,130 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #4344.

Envestnet Asset Management first reported a position in RGCO in Q3 2024 and has held it in 7 quarters since. The position peaked at $283K in Q2 2025. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

  • Envestnet Asset Management held 12,130 shares of RGC Resources worth $267K as of Q1 2026.
  • Envestnet Asset Management bought 251 RGC Resources shares in Q1 2026, an estimated $5.43K.
  • RGC Resources made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4344 holding.
  • Envestnet Asset Management first reported a position in RGC Resources in Q3 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's RGC Resources position peaked at $283K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.