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Kestra Advisory Services’s RGC Resources RGCO Stock Holding History

Kestra Advisory Services’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 		– Sell
-5,600
Closed -$119K – 4140
2025
Q4 		$119K Buy
+5,600
New +$122K ﹤0.01% 3288

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

Kestra Advisory Services's RGCO Position: Q1 2026 in Review

Kestra Advisory Services sold out of RGC Resources (RGCO) in Q1 2026, closing a stake of 5,600 shares — an estimated $119K sold.

Kestra Advisory Services first reported a position in RGCO in Q4 2025 and held it in 1 quarter. The position peaked at $119K in Q4 2025. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

  • Kestra Advisory Services reported no remaining RGC Resources position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,600 RGC Resources shares in Q1 2026, an estimated $119K.
  • Kestra Advisory Services first reported a position in RGC Resources in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's RGC Resources position peaked at $119K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.