Northwestern Mutual Wealth Management’s RGC Resources RGCO Stock Holding History

Northwestern Mutual Wealth 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 Q4	–	Sell	-94	Closed	-$2.12K	–	3839
2024 Q3	$2.12K	Buy	+94	New	+$1.96K	﹤0.01%	3110
2023 Q2	–	Sell	-1,500	Closed	-$34.8K	–	3564
2023 Q1	$34.8K	Hold	1,500	–	–	﹤0.01%	2068
2022 Q4	$33.1K	Hold	1,500	–	–	﹤0.01%	2060
2022 Q3	$32K	Hold	1,500	–	–	﹤0.01%	2048
2022 Q2	$29K	Hold	1,500	–	–	﹤0.01%	2100
2022 Q1	$32K	Hold	1,500	–	–	﹤0.01%	2122
2021 Q4	$35K	Hold	1,500	–	–	﹤0.01%	2119
2021 Q3	$34K	Hold	1,500	–	–	﹤0.01%	2032
2021 Q2	$38K	Hold	1,500	–	–	﹤0.01%	1953
2021 Q1	$33K	Hold	1,500	–	–	﹤0.01%	1877
2020 Q4	$36K	Hold	1,500	–	–	﹤0.01%	1754
2020 Q3	$35K	Hold	1,500	–	–	﹤0.01%	1614
2020 Q2	$36K	Hold	1,500	–	–	﹤0.01%	1548
2020 Q1	$43K	Hold	1,500	–	–	﹤0.01%	1452
2019 Q4	$43K	Hold	1,500	–	–	﹤0.01%	1516
2019 Q3	$44K	Buy	+1,500	New	+$42.8K	﹤0.01%	1459

Other funds holding RGCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management's RGCO Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of RGC Resources (RGCO) in Q4 2024, closing a stake of 94 shares — an estimated $2.12K sold.

Northwestern Mutual Wealth Management first reported a position in RGCO in Q3 2019 and held it in 16 quarters. The position peaked at $44K in Q3 2019. 71 funds tracked by Wall St. Rank hold RGCO as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining RGC Resources position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 94 RGC Resources shares in Q4 2024, an estimated $2.12K.
Northwestern Mutual Wealth Management first reported a position in RGC Resources in Q3 2019 and held it in 16 quarters.
Northwestern Mutual Wealth Management's RGC Resources position peaked at $44K in Q3 2019.
71 funds tracked by Wall St. Rank held RGC Resources as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.