Parkside Financial Bank & Trust
BankPosition in SWX — Southwest Gas Holdings, Inc.
CIK 1455267
SAINT LOUIS, MO
Position in SWX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$41,016
+$3,247 QoQ
Shares Held
472
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $627,980 across 13 Utilities - Regulated Gas names. SWX ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SR |
Spire Inc
|
2,612 | $236,490 | |
| 2 | ATO |
Atmos Energy Corp
|
1,107 | $204,484 | |
| 3 | NI |
Nisource Inc.
|
986 | $46,006 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
This page
|
472 | $41,016 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
600 | $23,712 | |
| 6 | NJR |
New Jersey Resources Corp
|
331 | $18,178 | |
| 7 | MDU |
Mdu Resources Group Inc
|
866 | $17,943 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
124 | $15,669 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,016 | 472 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $37,769 | 472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,782 | 444 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $33,029 | 444 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $31,520 | 439 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $28,920 | 409 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $30,167 | 409 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $28,785 | 409 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $31,137 | 409 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $26,353 | 416 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $24,707 | 409 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,032 | 409 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $25,542 | 409 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $29,949 | 484 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,759 | 484 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $42,146 | 484 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $55,585 | 710 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $49,735 | 710 | Shares | Sole | 2022-03-01 | |
| 2021-09-30 | $47,484 | 710 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $46,994 | 710 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $48,784 | 710 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $43,132 | 710 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $58,683 | 930 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $64,216 | 930 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $64,690 | 930 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||