NewEdge Advisors’s RGC Resources RGCO Stock Holding History

NewEdge 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 Q1	$6.62K	Sell	300 -400	-57%	-$8.65K	﹤0.01%	3505
2025 Q4	$14.9K	Sell	700 -700	-50%	-$15.3K	﹤0.01%	3344
2025 Q3	$31.4K	Sell	1,400 -535	-28%	-$11.7K	﹤0.01%	2981
2025 Q2	$43.3K	Sell	1,935 -940	-33%	-$20K	﹤0.01%	2701
2025 Q1	$60K	Hold	2,875	–	–	﹤0.01%	2484
2024 Q4	$57.7K	Sell	2,875 -1,700	-37%	-$35.3K	﹤0.01%	2474
2024 Q3	$103K	Sell	4,575 -800	-15%	-$16.7K	﹤0.01%	2180
2024 Q2	$110K	Hold	5,375	–	–	﹤0.01%	2092
2024 Q1	$109K	Hold	5,375	–	–	﹤0.01%	2040
2023 Q4	$109K	Hold	5,375	–	–	﹤0.01%	1914
2023 Q3	$93K	Sell	5,375 -1,100	-17%	-$20.6K	﹤0.01%	1860
2023 Q2	$130K	Buy	+6,475	New	+$133K	﹤0.01%	1770

Other funds holding RGCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's RGCO Position: Q1 2026 in Review

NewEdge Advisors reduced its RGC Resources (RGCO) stake by 57% in Q1 2026, selling an estimated $8.65K and leaving 300 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

NewEdge Advisors first reported a position in RGCO in Q2 2023 and has held it in 12 quarters since. The position peaked at $130K in Q2 2023. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

NewEdge Advisors held 300 shares of RGC Resources worth $6.62K as of Q1 2026.
NewEdge Advisors sold 400 RGC Resources shares in Q1 2026, an estimated $8.65K.
RGC Resources made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3505 holding.
NewEdge Advisors first reported a position in RGC Resources in Q2 2023 and has held it in 12 quarters since.
NewEdge Advisors's RGC Resources position peaked at $130K in Q2 2023.
93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.