Position in RGCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$217,657
-$130,401 QoQ
Shares Held
9,107
-39.3% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 98 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RGCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026LPL Financial LLC holds $100,065,066 across 15 Utilities - Regulated Gas names. RGCO ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
206,138 | $35,511,393 | |
| 2 | NI |
Nisource Inc.
|
350,946 | $16,687,482 | |
| 3 | UGI |
Ugi Corp /Pa/
|
473,203 | $16,344,431 | |
| 4 | NJR |
New Jersey Resources Corp
|
91,023 | $5,100,928 | |
| 5 | MDU |
Mdu Resources Group Inc
|
217,032 | $4,603,248 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
112,506 | $4,331,481 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
57,360 | $4,267,584 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
37,997 | $3,369,573 |
All Filings in RGCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,657 | 9,107 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $348,058 | 15,009 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $412,776 | 18,720 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $392,284 | 18,627 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $353,348 | 18,529 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $421,070 | 19,485 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $476,307 | 20,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $245,160 | 10,896 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||