DIMENSIONAL FUND ADVISORS LP

Position in RGCO — Rgc Resources Inc

CIK 354204 AUSTIN, TX

Position in RGCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,057,095

+$258,269 QoQ

Shares Held

127,912

+0.8% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 98 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 6% None 2%

Utilities · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $1,347,352,740 across 15 Utilities - Regulated Gas names. RGCO ranks #14 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	4,313,917	$241,751,907
2	MDU	Mdu Resources Group Inc	10,435,060	$221,327,620
3	ATO	Atmos Energy Corp	768,834	$132,447,030
4	NI	Nisource Inc.	2,607,612	$123,991,949
5	UGI	Ugi Corp /Pa/	2,980,373	$102,942,080
6	SWX	Southwest Gas Holdings, Inc.	1,058,783	$93,892,874
7	BKH	Black Hills Corp /Sd/	1,171,138	$87,132,665
8	SR	Spire Inc	1,029,256	$80,374,598

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,057,095	127,912	+0.8%	Shares	Sole	2026-08-11
2026-03-31	$2,798,826	126,931	+2.6%	Shares	Sole	2026-05-07
2025-12-31	$2,636,000	123,756	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$2,775,063	123,666	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$2,765,003	123,548	+2.1%	Shares	Sole	2025-08-12
2025-03-31	$2,526,144	121,042	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$2,415,222	120,400	+3.2%	Shares	Sole	2025-02-13
2024-09-30	$2,634,279	116,716	-3.3%	Shares	Sole	2024-11-07
2024-06-30	$2,468,825	120,725	-3.8%	Shares	Sole	2024-08-09
2024-03-31	$2,539,977	125,493	0.0%	Shares	Sole	2024-05-10
2023-12-31	$2,552,527	125,493	-2.1%	Shares	Sole	2024-02-07
2023-09-30	$2,218,446	128,234	-3.3%	Shares	Sole	2023-11-09
2023-06-30	$2,655,515	132,577	+8.0%	Shares	Sole	2023-08-09
2023-03-31	$2,847,707	122,799	+4.3%	Shares	Sole	2023-05-12
2022-12-31	$2,596,981	117,777	+0.0%	Shares	Defined	2023-02-09
2022-09-30	$2,480,297	117,773	+0.3%	Shares	Sole	2022-11-10
2022-06-30	$2,239,731	117,448	+4.1%	Shares	Sole	2022-08-12
2022-03-31	$2,437,024	112,773	+0.9%	Shares	Defined	2022-05-13
2021-12-31	$2,572,218	111,787	-4.9%	Shares	Defined	2022-02-09
2021-09-30	$2,644,942	117,553	-3.0%	Shares	Defined	2021-11-12
2021-06-30	$3,054,342	121,156	+0.7%	Shares	Defined	2021-08-12
2021-03-31	$2,668,852	120,327	+0.5%	Shares	Defined	2021-05-14
2020-12-31	$2,845,776	119,671	-0.2%	Shares	Defined	2021-03-08
2020-09-30	$2,811,326	119,886	-0.1%	Shares	Defined	2020-11-12
2020-06-30	$2,900,061	119,986	-0.1%	Shares	Defined	2020-08-13
2020-03-31	$3,476,344	120,164	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.