Position in RGCO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,045
+$584 QoQ
Shares Held
637
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in RGCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026CWM, LLC holds $44,602,195 across 16 Utilities - Regulated Gas names. RGCO ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
642,746 | $29,990,528 | |
| 2 | ATO |
Atmos Energy Corp
|
19,502 | $3,602,409 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
49,386 | $3,427,882 | |
| 4 | SR |
Spire Inc
|
18,208 | $1,648,552 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
15,578 | $1,353,728 | |
| 6 | OGS |
ONE Gas, Inc.
|
13,411 | $1,155,089 | |
| 7 | NJR |
New Jersey Resources Corp
|
19,636 | $1,078,409 | |
| 8 | UGI |
Ugi Corp /Pa/
|
19,725 | $718,384 |
All Filings in RGCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,045 | 637 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,461 | 632 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,391 | 775 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,436 | 511 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,947 | 285 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,940 | 346 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,637 | 427 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,233 | 207 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1 | 34 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $183 | 9 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||