Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$312,773
+$123,245 QoQ
Shares Held
3,527
+61.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
of 409 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MAI Capital Management holds $5,915,125 across 10 Utilities - Regulated Gas names. SWX ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
7,936 | $1,367,134 | |
| 2 | OGS |
ONE Gas, Inc.
|
16,051 | $1,237,049 | |
| 3 | NI |
Nisource Inc.
|
21,980 | $1,045,148 | |
| 4 | NJR |
New Jersey Resources Corp
|
7,672 | $429,938 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
5,669 | $421,773 | |
| 6 | UGI |
Ugi Corp /Pa/
|
10,438 | $360,527 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
3,527 | $312,773 | |
| 8 | SR |
Spire Inc
|
3,687 | $287,917 |
All Filings in SWX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,773 | 3,527 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||