Position in SWX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$682,836
-$514,355 QoQ
Shares Held
7,700
-49.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#206
of 409 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026TD Asset Management Inc holds $116,832,799 across 7 Utilities - Regulated Gas names. SWX ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,445,335 | $68,725,679 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
704,640 | $27,128,640 | |
| 3 | ATO |
Atmos Energy Corp
|
65,184 | $11,229,247 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
43,058 | $5,273,743 | |
| 5 | NJR |
New Jersey Resources Corp
|
37,300 | $2,090,292 | |
| 6 | SR |
Spire Inc
|
21,800 | $1,702,362 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
7,700 | $682,836 |
All Filings in SWX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,836 | 7,700 | Shares | Sole | 2026-08-04 | |
| 2025-09-30 | $1,197,191 | 15,282 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,190,091 | 15,998 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $2,410,594 | 38,052 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,953,526 | 98,552 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $9,028,879 | 141,852 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,833,677 | 141,452 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,403,427 | 135,802 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,677,039 | 124,402 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,309,200 | 106,904 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,218,960 | 117,754 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,311,466 | 132,926 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,860,025 | 87,620 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,817,439 | 87,890 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,852,918 | 70,629 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,580,301 | 58,935 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,205,669 | 50,803 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,594,743 | 52,060 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,134,373 | 45,060 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||