RGC RESOURCES INC - RGCO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 448,327 | 9,549 | 0.0% | 0.0% | 1 | +6,176 | 1.4% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 441,900 | 9,412 | 0.0% | 0.0% | 2 | +6,594 | 1.51% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 413,300 | 8,803 | 0.08% | 0.09% | 3 | -300 | -0.07% | Q4 2025 | Feb 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 407,414 | 8,677 | 0.0% | 0.0% | 4 | +6,970 | 1.74% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 231,048 | 4,921 | 0.01% | 0.01% | 5 | -2,304 | -0.99% | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 229,000 | 4,877 | 0.03% | — | 6 | +229,000 | New | Q4 2025 | Feb 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 199,636 | 4,252 | 0.0% | 0.0% | 7 | +1,467 | 0.74% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 176,437 | 3,758 | 0.06% | 0.07% | 8 | +6,423 | 3.78% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 139,189 | 2,964 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 123,756 | 2,636 | 0.0% | 0.0% | 10 | +90 | 0.07% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 109,804 | 2,338 | 0.0% | 0.0% | 11 | +1,898 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 95,000 | 2,023 | 1.4% | 1.33% | 12 | -1,000 | -1.04% | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | No change | 92,000 | 1,959 | 0.12% | 0.13% | 13 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 69,689 | 1,484 | 0.0% | 0.0% | 14 | -2,157 | -3.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 67,304 | 1,433 | 0.0% | 0.0% | 15 | -4,414 | -6.15% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 61,075 | 1,300 | 0.0% | 0.0% | 16 | -5,560 | -8.34% | Q4 2025 | Feb 17, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 49,253 | 1,049 | 0.08% | 0.09% | 17 | -600 | -1.2% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 48,866 | 1,040 | 0.0% | 0.0% | 18 | +4,298 | 9.64% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 46,433 | 989 | 0.0% | 0.0% | 19 | -600 | -1.28% | Q4 2025 | Feb 12, 2026 |
| FCA CORP /TX | History | Reduced | 41,978 | 894 | 0.25% | 0.27% | 20 | -1,842 | -4.2% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 33,523 | 714 | 0.0% | 0.0% | 21 | +3,463 | 11.52% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 30,760 | 655 | 0.02% | 0.02% | 22 | -1,057 | -3.32% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | No change | 26,812 | 571 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 26,100 | 555 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 24,441 | 520 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,874 | 465 | 0.0% | 0.0% | 26 | +2,396 | 12.3% | Q4 2025 | Feb 17, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 20,225 | 430 | 0.12% | 0.19% | 27 | -18,800 | -48.17% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 17,738 | 377 | 0.01% | 0.01% | 28 | +616 | 3.6% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 17,246 | 367 | 0.0% | 0.0% | 29 | -4,588 | -21.01% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,127 | 343 | 0.0% | 0.0% | 30 | -9 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 15,116 | 321 | 0.01% | 0.01% | 31 | +70 | 0.47% | Q4 2025 | Jan 27, 2026 |
| Boston Partners | History | Added to | 14,854 | 316 | 0.0% | 0.0% | 32 | +368 | 2.54% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,557 | 310 | 0.0% | 0.0% | 33 | +1,202 | 9.0% | Q4 2025 | Mar 25, 2026 |
| Fruth Investment Management | History | No change | 13,800 | 293 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HENNESSY ADVISORS INC | History | No change | 13,454 | 286 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BARCLAYS PLC | History | Added to | 12,985 | 276 | 0.0% | 0.0% | 36 | +1,288 | 11.01% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 12,567 | 267 | 0.0% | 0.0% | 37 | +13 | 0.1% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 12,318 | 263 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,879 | 253 | 0.0% | 0.0% | 39 | -725 | -5.75% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Reduced | 11,852 | 252 | 0.0% | 0.0% | 40 | -7,544 | -38.89% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 11,534 | 245 | 0.01% | 0.01% | 41 | -1,066 | -8.46% | Q4 2025 | Feb 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 11,493 | 245 | 0.02% | 0.02% | 42 | +256 | 2.28% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,576 | 225 | 0.0% | 0.0% | 43 | -2,102 | -16.58% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 10,607 | 225 | 0.0% | 0.0% | 44 | +5 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | New | 10,304 | 219 | 0.0% | — | 45 | +10,304 | New | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,154 | 216 | 0.0% | 0.0% | 46 | -2,037 | -16.71% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,996 | 213 | 0.0% | 0.0% | 47 | +352 | 3.65% | Q4 2025 | Feb 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 9,930 | 211 | 0.0% | — | 48 | +9,930 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,660 | 205 | 0.0% | 0.0% | 49 | +2,773 | 40.26% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,664 | 205 | 0.0% | 0.0% | 50 | -794 | -7.59% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 6,945 | 147 | 0.0% | 0.0% | 51 | -1,514 | -17.9% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,600 | 119 | 0.0% | — | 52 | +5,600 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,582 | 118 | 0.0% | 0.0% | 53 | -38 | -0.68% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 4,899 | 102 | 0.0% | — | 54 | +4,899 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,655 | 99 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 3,829 | 81 | 0.0% | 0.0% | 56 | -140 | -3.53% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,751 | 58 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,124 | 45 | 0.0% | 0.0% | 58 | -425 | -16.67% | Q4 2025 | Jan 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,970 | 41 | 0.0% | 0.0% | 59 | +154 | 8.48% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,602 | 34 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,270 | 27 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | No change | 765 | 16 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 700 | 14 | 0.0% | 0.0% | 64 | -700 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 661 | 14 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 666 | 14 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 632 | 13 | 0.0% | 0.0% | 66 | -143 | -18.45% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 581 | 12 | 0.0% | — | 68 | +581 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 565 | 12 | 0.0% | 0.0% | 67 | -151 | -21.09% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 526 | 11 | 0.0% | 0.0% | 69 | +5 | 0.96% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 509 | 10 | 0.0% | 0.0% | 71 | -90 | -15.03% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 495 | 10 | 0.0% | 0.0% | 70 | -28 | -5.35% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 454 | 9 | 0.0% | 0.0% | 72 | -87 | -16.08% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 359 | 7 | 0.0% | 0.0% | 73 | -49 | -12.01% | Q4 2025 | Jan 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 260 | 6 | 0.0% | 0.0% | 74 | -10 | -3.7% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 190 | 4 | 0.0% | 0.0% | 75 | -403 | -67.96% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 74 | 2 | 0.0% | 0.0% | 76 | -666 | -90.0% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 116 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 51 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,126 | -100.0% | Q3 2025 | Oct 22, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,813 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -732 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -342 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2025 | Oct 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 28 | 0 | — | — | — | -7 | -20.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 4 | 0 | — | — | — | -5 | -55.56% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |