Position in RGCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$858
+$153 QoQ
Shares Held
36
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 98 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RGCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,238,303 across 15 Utilities - Regulated Gas names. RGCO ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,146 | $541,956 | |
| 2 | UGI |
Ugi Corp /Pa/
|
13,615 | $470,257 | |
| 3 | NI |
Nisource Inc.
|
7,332 | $348,631 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
3,962 | $294,769 | |
| 5 | SR |
Spire Inc
|
2,129 | $166,249 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,739 | $134,019 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
729 | $64,645 | |
| 8 | NJR |
New Jersey Resources Corp
|
946 | $53,011 |
All Filings in RGCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858 | 36 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $705 | 32 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $595 | 28 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $785 | 35 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $648 | 29 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $62 | 3 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||