Position in RGCO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$542,473
+$175,134 QoQ
Shares Held
24,602
+42.7% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 59.06430371514511.ToString("F0")%
Shared 0.6056418177383952.ToString("F0")%
None 40.3300544671165.ToString("F0")%
Common Shares in RGCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $40,267,420 across 14 Utilities - Regulated Gas names. RGCO ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
59,296 | $10,953,155 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
81,799 | $5,677,667 | |
| 3 | UGI |
Ugi Corp /Pa/
|
139,042 | $5,063,908 | |
| 4 | NJR |
New Jersey Resources Corp
|
68,440 | $3,758,724 | |
| 5 | SR |
Spire Inc
|
33,266 | $3,011,903 | |
| 6 | OGS |
ONE Gas, Inc.
|
33,440 | $2,880,186 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,038 | $2,784,101 | |
| 8 | NI |
Nisource Inc.
|
56,066 | $2,616,038 |
All Filings in RGCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $542,473 | 24,602 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $367,339 | 17,246 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $489,954 | 21,834 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $479,648 | 21,432 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $446,534 | 21,396 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $489,082 | 24,381 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $589,776 | 26,131 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $510,636 | 24,970 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $505,939 | 24,997 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $499,570 | 24,561 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $424,905 | 24,561 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $491,956 | 24,561 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $569,569 | 24,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $528,340 | 23,961 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $504,618 | 23,961 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $456,936 | 23,961 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||