Position in SWX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,369,573
+$1,638,612 QoQ
Shares Held
37,997
+90.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 409 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Derivatives in SWX
reported options exposure · as of Sep 30, 2023CallValue
$271,845
CallShares
4,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026LPL Financial LLC holds $100,065,066 across 15 Utilities - Regulated Gas names. SWX ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
206,138 | $35,511,393 | |
| 2 | NI |
Nisource Inc.
|
350,946 | $16,687,482 | |
| 3 | UGI |
Ugi Corp /Pa/
|
473,203 | $16,344,431 | |
| 4 | NJR |
New Jersey Resources Corp
|
91,023 | $5,100,928 | |
| 5 | MDU |
Mdu Resources Group Inc
|
217,032 | $4,603,248 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
112,506 | $4,331,481 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
57,360 | $4,267,584 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
37,997 | $3,369,573 |
All Filings in SWX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,369,573 | 37,997 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,730,961 | 19,919 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,160,290 | 14,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,123,473 | 14,341 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,071,439 | 14,403 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $938,785 | 13,075 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $873,834 | 12,358 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $724,101 | 9,817 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $612,728 | 8,706 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $649,541 | 8,532 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $621,210 | 9,806 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271,845 | 4,500 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $765,636 | 12,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $784,104 | 12,319 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $714,927 | 11,448 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $871,951 | 14,091 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,141,389 | 16,364 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,139,528 | 13,086 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $252,672 | 3,778 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $246,954 | 3,731 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $234,988 | 3,420 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $239,598 | 3,944 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $218,830 | 3,468 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $237,117 | 3,434 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||