RGC RESOURCES INC - RGCO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 448,327 | 9,549 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 428,869 | 9,456 | 0.0% | 0.0% | 2 | -13,031 | -2.95% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 416,900 | 9,192 | 0.09% | 0.08% | 3 | +3,600 | 0.87% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 410,287 | 9,046 | 0.0% | 0.0% | 4 | +2,873 | 0.71% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 359,086 | 7,917 | 0.0% | — | 5 | +359,086 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 270,737 | 5,969 | 0.01% | 0.01% | 6 | +39,689 | 17.18% | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | Added to | 230,300 | 5,078 | 0.03% | 0.03% | 7 | +1,300 | 0.57% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 198,098 | 4,370 | 0.0% | 0.0% | 8 | -1,538 | -0.77% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 192,959 | 4,253 | 0.07% | 0.06% | 9 | +16,522 | 9.36% | Q1 2026 | Apr 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 137,529 | 3,032 | 0.06% | 0.06% | 10 | -1,660 | -1.19% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 126,931 | 2,798 | 0.0% | 0.0% | 11 | +3,175 | 2.57% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 112,899 | 2,489 | 0.0% | 0.0% | 12 | +3,095 | 2.82% | Q1 2026 | May 15, 2026 |
| Teton Advisors, LLC | History | Reduced | 94,500 | 2,083 | 1.47% | 1.4% | 13 | -500 | -0.53% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 92,000 | 2,028 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 67,873 | 1,496 | 0.0% | 0.0% | 15 | -1,816 | -2.61% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 67,288 | 1,483 | 0.0% | 0.0% | 16 | -16 | -0.02% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 64,722 | 1,427 | 0.0% | 0.0% | 17 | +3,647 | 5.97% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 52,126 | 1,149 | 0.0% | — | 18 | +52,126 | New | Q1 2026 | May 08, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 49,253 | 1,086 | 0.09% | 0.08% | 19 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 48,030 | 1,059 | 0.0% | — | 20 | +48,030 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 45,733 | 1,008 | 0.0% | 0.0% | 21 | -700 | -1.51% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 45,221 | 997 | 0.0% | 0.0% | 22 | -3,645 | -7.46% | Q1 2026 | May 11, 2026 |
| FCA CORP /TX | History | Added to | 42,773 | 943 | 0.27% | 0.25% | 23 | +795 | 1.89% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 29,207 | 644 | 0.02% | 0.02% | 24 | -1,553 | -5.05% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Reduced | 28,408 | 626 | 0.0% | 0.0% | 25 | -5,115 | -15.26% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 28,340 | 624 | 0.0% | 0.0% | 26 | +13,783 | 94.68% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 27,055 | 596 | 0.0% | 0.0% | 27 | +243 | 0.91% | Q1 2026 | Apr 30, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 26,100 | 575 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 24,602 | 542 | 0.0% | 0.0% | 29 | +7,356 | 42.65% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 21,300 | 469 | 0.0% | 0.0% | 30 | -3,141 | -12.85% | Q1 2026 | May 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 20,225 | 445 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 17,738 | 391 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,136 | 355 | 0.0% | 0.0% | 33 | +9 | 0.06% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Added to | 15,435 | 340 | 0.0% | 0.0% | 34 | +581 | 3.91% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 15,062 | 332 | 0.01% | 0.01% | 35 | -54 | -0.36% | Q1 2026 | Apr 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 14,300 | 316 | 0.0% | 0.0% | 36 | +1,982 | 16.09% | Q1 2026 | May 15, 2026 |
| Fruth Investment Management | History | No change | 13,800 | 304 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 12,954 | 285 | 0.01% | 0.01% | 38 | -500 | -3.72% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 12,600 | 277 | 0.0% | 0.0% | 39 | +33 | 0.26% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,130 | 267 | 0.0% | 0.0% | 40 | +251 | 2.11% | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | No change | 11,534 | 254 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 10,636 | 234 | 0.0% | 0.0% | 42 | +29 | 0.27% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 10,190 | 225 | 0.0% | — | 43 | +10,190 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,115 | 223 | 0.0% | 0.0% | 44 | -1,737 | -14.66% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,071 | 222 | 0.0% | 0.0% | 45 | -83 | -0.82% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,570 | 211 | 0.0% | 0.0% | 46 | -426 | -4.26% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 9,432 | 207 | 0.0% | 0.0% | 47 | -12,442 | -56.88% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 9,372 | 206 | 0.01% | — | 48 | +9,372 | New | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | New | 9,126 | 201 | 0.0% | — | 49 | +9,126 | New | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 7,034 | 155 | 0.0% | 0.0% | 50 | +89 | 1.28% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,499 | 121 | 0.0% | 0.0% | 51 | -83 | -1.49% | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,899 | 108 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,392 | 96 | 0.0% | 0.0% | 53 | -263 | -5.65% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,931 | 86 | 0.0% | 0.0% | 54 | +102 | 2.66% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,461 | 76 | 0.0% | — | 55 | +3,461 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,377 | 74 | 0.0% | 0.0% | 56 | -7,199 | -68.07% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,751 | 60 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DEUTSCHE BANK AG\ | History | New | 2,461 | 54 | 0.0% | — | 58 | +2,461 | New | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,124 | 46 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 2,041 | 45 | 0.0% | 0.0% | 60 | -10,944 | -84.28% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,963 | 43 | 0.0% | 0.0% | 61 | +1,437 | 273.19% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,871 | 41 | 0.0% | 0.0% | 62 | -99 | -5.03% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,602 | 35 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,500 | 31 | 0.0% | — | 64 | +1,500 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,270 | 28 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 765 | 17 | 0.0% | 0.0% | 66 | +184 | 31.67% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 765 | 16 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 637 | 14 | 0.0% | 0.0% | 69 | +5 | 0.79% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 661 | 14 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 537 | 11 | 0.0% | 0.0% | 70 | -28 | -4.96% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 495 | 10 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 451 | 9 | 0.0% | — | 74 | +451 | New | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 432 | 9 | 0.0% | 0.0% | 73 | +73 | 20.33% | Q1 2026 | Apr 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 448 | 9 | 0.0% | 0.0% | 72 | -61 | -11.98% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 387 | 8 | 0.0% | 0.0% | 75 | +197 | 103.68% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 262 | 5 | 0.0% | 0.0% | 76 | -192 | -42.29% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 191 | 4 | 0.0% | — | 77 | +191 | New | Q1 2026 | Apr 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 77 | 2 | 0.0% | 0.0% | 78 | +3 | 4.05% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 66 | 1 | 0.0% | 0.0% | 79 | -600 | -90.09% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 51 | 1 | 0.0% | — | 83 | +51 | New | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 68 | 1 | 0.0% | 0.0% | 81 | -48 | -41.38% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 51 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,493 | -100.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,304 | -100.0% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,930 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,664 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -9,660 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,600 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Reduced | 39 | 0 | — | 0.0% | — | -37 | -48.68% | Q1 2026 | May 21, 2026 |
| BAYBAN | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 32 | 0 | — | — | — | +4 | 14.29% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |