Position in SWX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,363,857
+$2,624,745 QoQ
Shares Held
50,217
+104.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
5 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 Mar 31, 2026Edgestream Partners, L.P. holds $52,463,602 across 7 Utilities - Regulated Gas names. SWX ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
255,297 | $11,912,158 | |
| 2 | SR |
Spire Inc
|
125,465 | $11,359,601 | |
| 3 | NWN |
Northwest Natural Holding Co
|
201,660 | $10,732,345 | |
| 4 | ATO |
Atmos Energy Corp
|
40,951 | $7,564,468 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
81,492 | $5,656,359 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
50,217 | $4,363,857 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
22,136 | $874,814 |
All Filings in SWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,363,857 | 50,217 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $1,739,112 | 24,595 | Shares | Sole | 2025-02-07 | |
| 2023-03-31 | $792,802 | 12,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $897,260 | 14,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,068,035 | 72,660 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||