Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,446,503
+$3,091,365 QoQ
Shares Held
50,141
+196.1% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 409 holders
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026HRT FINANCIAL LP holds $47,410,687 across 7 Utilities - Regulated Gas names. SWX ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
318,159 | $15,128,460 | |
| 2 | MDU |
Mdu Resources Group Inc
|
679,661 | $14,415,609 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
209,629 | $6,339,180 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
This page
|
50,141 | $4,446,503 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
98,730 | $3,801,105 | |
| 6 | SPH |
Suburban Propane Partners LP
|
158,658 | $2,713,051 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
7,618 | $566,779 |
All Filings in SWX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,446,503 | 50,141 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $1,355,138 | 16,935 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,520,892 | 19,414 | Shares | Defined | 2025-11-14 | |
| 2024-09-30 | $5,317,284 | 72,089 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $352,463 | 5,008 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $460,891 | 6,054 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,078,153 | 17,019 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,600,725 | 125,819 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,158,063 | 65,327 | Shares | Defined | 2023-08-11 | |
| 2022-06-30 | $2,110,645 | 24,238 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,396,374 | 56,155 | Shares | Defined | 2022-05-16 | |
| 2020-06-30 | $366,517 | 5,308 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||