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Naples Money Management’s RGC Resources RGCO Stock Holding History

Naples Money 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
2024
Q3 		$2.46K Buy
109
+1
+0.9% +$21 ﹤0.01% 292
2024
Q2 		$2.15K Hold
108
– – ﹤0.01% 311
2024
Q1 		$2.19K Buy
108
+32
+42% +$618 ﹤0.01% 314
2023
Q4 		$1.55K Buy
+76
New +$1.37K ﹤0.01% 350

Other funds holding RGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Naples Money Management's RGCO Position: Q3 2024 in Review

Naples Money Management increased its RGC Resources (RGCO) stake by 0.93% in Q3 2024, buying an estimated $21 and bringing the position to 109 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Naples Money Management first reported a position in RGCO in Q4 2023 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold RGCO as of Q3 2024.

  • Naples Money Management held 109 shares of RGC Resources worth $2.46K as of Q3 2024.
  • Naples Money Management bought 1 RGC Resources share in Q3 2024, an estimated $21.
  • RGC Resources made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #292 holding.
  • Naples Money Management first reported a position in RGC Resources in Q4 2023 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held RGC Resources as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.