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Essential Partners’s RGC Resources RGCO Stock Holding History

Essential Partners’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 		$621 Sell
26
-13
-33% -$299 ﹤0.01% 2426
2026
Q1 		$860 Sell
39
-37
-49% -$800 ﹤0.01% 2284
2025
Q4 		$1.62K Sell
76
-19
-20% -$414 ﹤0.01% 1867
2025
Q3 		$2.13K Buy
95
+86
+956% +$1.89K ﹤0.01% 1773
2025
Q2 		$201 Buy
+9
New +$191 ﹤0.01% 1941

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

Essential Partners's RGCO Position: Q2 2026 in Review

Essential Partners reduced its RGC Resources (RGCO) stake by 33% in Q2 2026, selling an estimated $299 and leaving 26 shares worth $621. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Essential Partners first reported a position in RGCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.13K in Q3 2025. 100 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Essential Partners held 26 shares of RGC Resources worth $621 as of Q2 2026.
  • Essential Partners sold 13 RGC Resources shares in Q2 2026, an estimated $299.
  • RGC Resources made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2426 holding.
  • Essential Partners first reported a position in RGC Resources in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's RGC Resources position peaked at $2.13K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.