PRIVATE TRUST CO NA

Bank

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1277557 CLEVELAND, OH

Position in SWX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$29,885

+$600 QoQ

Shares Held

337

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#326

of 409 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

PRIVATE TRUST CO NA holds $376,549 across 9 Utilities - Regulated Gas names. SWX ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	4,761	$226,385
2	SR	Spire Inc	506	$39,513
3	ATO	Atmos Energy Corp	186	$32,042
4	SWX	Southwest Gas Holdings, Inc. This page	337	$29,885
5	UGI	Ugi Corp /Pa/	699	$24,143
6	CPK	Chesapeake Utilities Corp	133	$16,289
7	BIPC	Brookfield Infrastructure Corp	83	$3,195
8	BKH	Black Hills Corp /Sd/	40	$2,976

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,885	337	0.0%	Shares	Defined	2026-07-28
2026-03-31	$29,285	337	0.0%	Shares	Defined	2026-04-30
2025-12-31	$26,966	337	0.0%	Shares	Defined	2026-01-26
2025-09-30	$26,400	337	0.0%	Shares	Defined	2025-10-15
2025-06-30	$25,069	337	+987.1%	Shares	Defined	2025-07-29
2023-12-31	$1,963	31	-13.9%	Shares	Defined	2024-01-24
2023-09-30	$2,174	36	0.0%	Shares	Defined	2023-10-18
2023-06-30	$2,291	36	-50.7%	Shares	Defined	2023-07-28
2023-03-31	$4,558	73	0.0%	Shares	Defined	2023-04-12
2022-12-31	$4,517	73	0.0%	Shares	Defined	2023-01-18
2022-09-30	$5,091	73	0.0%	Shares	Defined	2022-10-17
2022-06-30	$6,356	73	—	Shares	Defined	2022-09-16
No filing history on record for this holder in this stock.