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Principal Securities’s RGC Resources RGCO Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-732
Closed -$16.4K – 3044
2025
Q3 		$16.4K Sell
732
-14
-2% -$307 ﹤0.01% 2494
2025
Q2 		$16.7K Sell
746
-171
-19% -$3.63K ﹤0.01% 2406
2025
Q1 		$18.4K Hold
917
– – ﹤0.01% 2242
2024
Q4 		$18.4K Buy
917
+59
+7% +$1.22K ﹤0.01% 2240
2024
Q3 		$19.4K Sell
858
-49
-5% -$1.02K ﹤0.01% 2138
2024
Q2 		$18.5K Sell
907
-69
-7% -$1.41K ﹤0.01% 2097
2024
Q1 		$19.8K Sell
976
-34
-3% -$657 ﹤0.01% 2009
2023
Q4 		$20.5K Buy
+1,010
New +$18.2K ﹤0.01% 1905

Other funds holding RGCO

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

Principal Securities's RGCO Position: Q4 2025 in Review

Principal Securities sold out of RGC Resources (RGCO) in Q4 2025, closing a stake of 732 shares — an estimated $16.4K sold.

Principal Securities first reported a position in RGCO in Q4 2023 and held it in 8 quarters. The position peaked at $20.5K in Q4 2023. 86 funds tracked by Wall St. Rank hold RGCO as of Q4 2025.

  • Principal Securities reported no remaining RGC Resources position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 732 RGC Resources shares in Q4 2025, an estimated $16.4K.
  • Principal Securities first reported a position in RGC Resources in Q4 2023 and held it in 8 quarters.
  • Principal Securities's RGC Resources position peaked at $20.5K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held RGC Resources as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.