Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$189,528
+$59,816 QoQ
Shares Held
2,181
+34.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MAI Capital Management holds $3,702,397 across 16 Utilities - Regulated Gas names. SWX ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
12,527 | $1,078,950 | |
| 2 | NI |
Nisource Inc.
|
19,662 | $917,428 | |
| 3 | ATO |
Atmos Energy Corp
|
4,137 | $764,186 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,157 | $228,302 | |
| 5 | SR |
Spire Inc
|
2,478 | $224,358 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
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|
2,181 | $189,528 | |
| 7 | SPH |
Suburban Propane Partners LP
|
4,723 | $92,995 | |
| 8 | UGI |
Ugi Corp /Pa/
|
2,456 | $89,447 |
All Filings in SWX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,528 | 2,181 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $129,712 | 1,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $129,025 | 1,647 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $125,421 | 1,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $101,094 | 1,408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $98,994 | 1,400 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||