Orion Porfolio Solutions, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1360533 OMAHA, NE

Position in SWX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$302,753

-$788 QoQ

Shares Held

3,414

-2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#263

of 409 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Utilities · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $10,756,869 across 6 Utilities - Regulated Gas names. SWX ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	20,849	$3,591,657
2	NI	Nisource Inc.	73,733	$3,506,004
3	BKH	Black Hills Corp /Sd/	35,169	$2,616,573
4	NJR	New Jersey Resources Corp	8,318	$466,140
5	SWX	Southwest Gas Holdings, Inc. This page	3,414	$302,753
6	CPK	Chesapeake Utilities Corp	2,235	$273,742

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,753	3,414	-2.3%	Shares	Sole	2026-08-14
2026-03-31	$303,541	3,493	+10.7%	Shares	Sole	2026-05-13
2025-12-31	$252,463	3,155	-3.8%	Shares	Sole	2026-02-12
2025-09-30	$256,876	3,279	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$240,502	3,233	-33.5%	Shares	Sole	2025-08-27
2025-03-31	$349,091	4,862	-0.5%	Shares	Sole	2025-08-01
2024-12-31	$345,418	4,885	-17.4%	Shares	Sole	2025-08-01
2024-09-30	$436,364	5,916	+10.6%	Shares	Sole	2025-07-31
2024-06-30	$376,321	5,347	-6.1%	Shares	Sole	2025-07-31
2024-03-31	$433,560	5,695	-7.7%	Shares	Sole	2025-07-31
2023-12-31	$390,679	6,167	-10.1%	Shares	Sole	2025-07-31
2023-09-30	$414,593	6,863	-5.8%	Shares	Sole	2025-07-31
2023-06-30	$463,562	7,283	-3.0%	Shares	Sole	2025-07-31
2023-03-31	$468,749	7,506	+104.9%	Shares	Sole	2025-07-31
2022-12-31	$226,728	3,664	+19.4%	Shares	Sole	2023-02-06
2022-09-30	$214,062	3,069	-24.7%	Shares	Sole	2022-11-01
2020-09-30	$257,258	4,077	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.