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
Q2 		$282K Sell
11,813
-317
-3% -$7.3K ﹤0.01% 4461
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
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
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management's RGCO Position: Q2 2026 in Review

Envestnet Asset Management reduced its RGC Resources (RGCO) stake by 2.6% in Q2 2026, selling an estimated $7.3K and leaving 11,813 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #4461.

Envestnet Asset Management first reported a position in RGCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $283K in Q2 2025. 99 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Envestnet Asset Management held 11,813 shares of RGC Resources worth $282K as of Q2 2026.
  • Envestnet Asset Management sold 317 RGC Resources shares in Q2 2026, an estimated $7.3K.
  • RGC Resources made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4461 holding.
  • Envestnet Asset Management first reported a position in RGC Resources in Q3 2024 and has held it in 8 quarters since.
  • Envestnet Asset Management's RGC Resources position peaked at $283K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.