Creative Planning

Position in RGCO — Rgc Resources Inc

CIK 1540235 OVERLAND PARK, KS

Position in RGCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$256,494

+$21,971 QoQ

Shares Held

10,732

+0.9% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#41

of 98 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. RGCO ranks #15 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	150,531	$25,931,974
2	NI	Nisource Inc.	319,106	$15,173,489
3	MDU	Mdu Resources Group Inc	307,937	$6,531,342
4	BKH	Black Hills Corp /Sd/	68,601	$5,103,914
5	OGS	ONE Gas, Inc.	60,127	$4,633,986
6	UGI	Ugi Corp /Pa/	117,883	$4,071,678
7	SWX	Southwest Gas Holdings, Inc.	32,279	$2,862,501
8	NJR	New Jersey Resources Corp	41,222	$2,310,080

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,494	10,732	+0.9%	Shares	Sole	2026-08-13
2026-03-31	$234,523	10,636	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$225,929	10,607	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$237,908	10,602	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$235,795	10,536	-2.3%	Shares	Sole	2025-08-08
2025-03-31	$224,999	10,781	+2.4%	Shares	Sole	2025-05-15
2024-12-31	$211,211	10,529	+0.0%	Shares	Sole	2025-02-14
2024-09-30	$237,549	10,525	0.0%	Shares	Sole	2024-10-11
2024-06-30	$215,236	10,525	0.0%	Shares	Sole	2024-08-15
2024-03-31	$213,026	10,525	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$213,570	10,500	0.0%	Shares	Sole	2024-02-14
2023-09-30	$181,650	10,500	0.0%	Shares	Sole	2023-11-16
2023-06-30	$210,315	10,500	0.0%	Shares	Sole	2023-07-21
2023-03-31	$243,495	10,500	0.0%	Shares	Sole	2023-05-15
2022-12-31	$231,525	10,500	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.