Position in RGCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$359,217
+$27,100 QoQ
Shares Held
15,030
-0.2% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#34
of 98 holders
Holding Since
Jun 2021
21 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, 2026Belpointe Asset Management LLC holds $1,535,355 across 6 Utilities - Regulated Gas names. RGCO ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGCO |
Rgc Resources Inc
This page
|
15,030 | $359,217 | |
| 2 | UGI |
Ugi Corp /Pa/
|
7,494 | $258,842 | |
| 3 | ATO |
Atmos Energy Corp
|
1,444 | $248,757 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,113 | $230,492 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
2,531 | $224,449 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
5,548 | $213,598 |
All Filings in RGCO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,217 | 15,030 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $332,117 | 15,062 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $321,970 | 15,116 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $337,632 | 15,046 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $335,095 | 14,973 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $311,025 | 14,903 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $294,861 | 14,699 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $331,756 | 14,699 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $298,631 | 14,603 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $293,480 | 14,500 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $290,678 | 14,291 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $245,037 | 14,164 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $275,172 | 13,738 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $316,589 | 13,652 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $299,394 | 13,578 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $284,331 | 13,501 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $244,896 | 12,842 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $218,433 | 10,108 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $177,476 | 7,713 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $145,507 | 6,467 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $154,789 | 6,140 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||