Position in SWX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,564,403
+$551 QoQ
Shares Held
17,641
-2.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#156
of 409 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $9,965,373 across 12 Utilities - Regulated Gas names. SWX ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
11,217 | $1,932,352 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
This page
|
17,641 | $1,564,403 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
35,298 | $1,358,973 | |
| 4 | MDU |
Mdu Resources Group Inc
|
59,608 | $1,264,285 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
13,744 | $1,022,553 | |
| 6 | NI |
Nisource Inc.
|
14,037 | $667,459 | |
| 7 | OGS |
ONE Gas, Inc.
|
7,192 | $554,287 | |
| 8 | SR |
Spire Inc
|
5,500 | $429,495 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,564,403 | 17,641 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,563,852 | 17,996 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,255,993 | 15,696 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,225,707 | 15,646 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,163,905 | 15,646 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,131,998 | 15,766 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,114,813 | 15,766 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,149,992 | 15,591 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,167,674 | 16,591 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,225,769 | 16,101 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,018,414 | 16,076 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $979,427 | 16,213 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,031,957 | 16,213 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,018,746 | 16,313 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,008,705 | 16,301 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,130,019 | 16,201 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,415,137 | 16,251 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,653,797 | 21,124 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,479,876 | 21,126 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,124,185 | 16,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,119,206 | 16,909 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,163,191 | 16,929 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $670,011 | 11,029 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $695,929 | 11,029 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $770,183 | 11,154 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $782,828 | 11,254 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||