NISA INVESTMENT ADVISORS, LLC RGCO — RGC RESOURCES INC

Ownership history in NISA INVESTMENT ADVISORS, LLC  ·  16 quarters on record

AI Ownership Summary

NISA INVESTMENT ADVISORS, LLC reported RGC RESOURCES INC (RGCO) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows RGCO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RGCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NISA INVESTMENT ADVISORS, LLC's position in RGC RESOURCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RGCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RGCO stock page NISA INVESTMENT ADVISORS, LLC fund profile NISA INVESTMENT ADVISORS, LLC full holdings
How NISA INVESTMENT ADVISORS, LLC held RGCO — position size vs. price
% of Fund (quarterly)    RGCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,124 — 0% 0.00% $45K 2026-10-20 $22.67
2026 Q2 UNCHANGED — — — 2,124 — 0% 0.00% $51K 2026-08-10 $21.38
2026 Q1 UNCHANGED — — — 2,124 — 0% 0.00% $47K 2026-04-30 $22.33
2025 Q4 REDUCED 16.7% +4.5% ❌ 2,124 -425 -16.7% 0.00% $45K 2026-01-15 $21.36
2025 Q3 ADDED — — — 2,549 +800 +45.7% 0.00% $57K 2025-10-23 $20.69
2025 Q2 UNCHANGED — — — 1,749 — 0% 0.00% $39K 2025-07-31 $19.21
2025 Q1 ADDED — — — 1,749 +49 +2.9% 0.00% $37K 2025-04-30 $19.82
2024 Q4 UNCHANGED — — — 1,700 — 0% 0.00% $34K 2025-01-17 $19.52
2024 Q3 UNCHANGED — — — 1,700 — 0% 0.00% $38K 2024-10-24 $19.16
2024 Q2 UNCHANGED — — — 1,700 — 0% 0.00% $35K 2024-07-19 $20.00
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RGCO

As of 2026 Q3 — sorted by position size

TCV Trust & Wealth Management, Inc. 3Y 7Y 0.08% Fruth Investment Management 3Y 7Y 0.08% BAILARD, INC. 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Essential Partners LLC 0.0% True Wealth Design, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About NISA INVESTMENT ADVISORS, LLC and RGCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has NISA INVESTMENT ADVISORS, LLC reported owning RGCO?

NISA INVESTMENT ADVISORS, LLC reported RGCO across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported RGCO position in NISA INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for RGCO was 0.00% in 2024 Q3.

What is the latest reported RGCO position on this page?

The most recent filing on this page is 2026 Q3, when NISA INVESTMENT ADVISORS, LLC reported 2,124 shares, equal to 0.00% of portfolio, with an estimated market value of $45K.

What does the chart on this RGCO ownership page compare?

The chart compares NISA INVESTMENT ADVISORS, LLC's quarterly RGCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NISA INVESTMENT ADVISORS, LLC time their RGCO position?

Based on 13F filing dates vs. subsequent RGCO price moves, NISA INVESTMENT ADVISORS, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on RGCO relative to SPY over the holding period was -8.5%.

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