SIGNATUREFD, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1456048 ATLANTA, GA

Position in SWX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$138,784

+$6,436 QoQ

Shares Held

1,565

+2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#308

of 409 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SIGNATUREFD, LLC holds $2,300,145 across 14 Utilities - Regulated Gas names. SWX ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	3,439	$592,436
2	NI	Nisource Inc.	8,080	$384,204
3	BKH	Black Hills Corp /Sd/	4,223	$314,191
4	UGI	Ugi Corp /Pa/	7,294	$251,934
5	SWX	Southwest Gas Holdings, Inc. This page	1,565	$138,784
6	NJR	New Jersey Resources Corp	2,420	$135,616
7	BIPC	Brookfield Infrastructure Corp	3,206	$123,431
8	SR	Spire Inc	1,502	$117,291

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$138,784	1,565	+2.8%	Shares	Sole	2026-07-24
2026-03-31	$132,348	1,523	-4.2%	Shares	Sole	2026-04-07
2025-12-31	$127,231	1,590	-4.5%	Shares	Sole	2026-01-20
2025-09-30	$130,436	1,665	0.0%	Shares	Sole	2025-10-21
2025-06-30	$123,859	1,665	-7.0%	Shares	Sole	2025-07-16
2025-03-31	$128,522	1,790	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$126,924	1,795	+7.1%	Shares	Sole	2025-02-10
2024-09-30	$123,621	1,676	-6.7%	Shares	Sole	2024-10-21
2024-06-30	$126,402	1,796	0.0%	Shares	Sole	2024-07-29
2024-03-31	$136,729	1,796	+6.5%	Shares	Sole	2024-05-03
2023-12-31	$106,808	1,686	-30.1%	Shares	Sole	2024-02-01
2023-09-30	$145,708	2,412	-0.9%	Shares	Sole	2023-11-03
2023-06-30	$154,860	2,433	+49.3%	Shares	Sole	2023-08-01
2023-03-31	$101,793	1,630	+17.7%	Shares	Sole	2023-04-28
2022-12-31	$85,703	1,385	-3.1%	Shares	Sole	2023-01-30
2022-09-30	$99,742	1,430	+3.2%	Shares	Sole	2022-11-08
2022-06-30	$120,692	1,386	-15.9%	Shares	Sole	2022-08-10
2022-03-31	$129,021	1,648	+44.3%	Shares	Sole	2022-05-02
2021-12-31	$79,997	1,142	+7.4%	Shares	Sole	2022-01-25
2021-09-30	$71,093	1,063	+10.5%	Shares	Sole	2021-10-28
2021-06-30	$63,674	962	+409.0%	Shares	Sole	2021-07-26
2021-03-31	$12,986	189	-58.2%	Shares	Sole	2021-04-30
2020-12-31	$27,459	452	+65.0%	Shares	Sole	2021-02-11
2020-09-30	$17,289	274	+9.6%	Shares	Sole	2020-11-03
2020-06-30	$17,262	250	+59.2%	Shares	Sole	2020-07-30
2020-03-31	$10,920	157	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.