EverSource Wealth Advisors’s RGC Resources RGCO Stock Holding History

EverSource Wealth Advisors’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	$860	Buy	36 +4	+13%	+$92	﹤0.01%	4012
2026 Q1	$705	Buy	32 +4	+14%	+$87	﹤0.01%	3971
2025 Q4	$597	Sell	28 -7	-20%	-$153	﹤0.01%	3834
2025 Q3	$785	Buy	35 +6	+21%	+$131	﹤0.01%	3827
2025 Q2	$649	Buy	29 +26	+867%	+$552	﹤0.01%	3834
2025 Q1	$63	Buy	+3	New	+$62	﹤0.01%	3878

Other funds holding RGCO

PFS

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

EverSource Wealth Advisors's RGCO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its RGC Resources (RGCO) stake by 13% in Q2 2026, buying an estimated $92 and bringing the position to 36 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

EverSource Wealth Advisors first reported a position in RGCO in Q1 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

EverSource Wealth Advisors held 36 shares of RGC Resources worth $860 as of Q2 2026.
EverSource Wealth Advisors bought 4 RGC Resources shares in Q2 2026, an estimated $92.
RGC Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4012 holding.
EverSource Wealth Advisors first reported a position in RGC Resources in Q1 2025 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.