CWM, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1535847 OMAHA, NE

Position in SWX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,353,728

+$693,163 QoQ

Shares Held

15,578

+88.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.5484657850815253.ToString("F0")% Shared 0.ToString("F0")% None 97.45153421491848.ToString("F0")%

Utilities · as of Mar 31, 2026

CWM, LLC holds $44,602,195 across 16 Utilities - Regulated Gas names. SWX ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	642,746	$29,990,528
2	ATO	Atmos Energy Corp	19,502	$3,602,409
3	BKH	Black Hills Corp /Sd/	49,386	$3,427,882
4	SR	Spire Inc	18,208	$1,648,552
5	SWX	Southwest Gas Holdings, Inc. This page	15,578	$1,353,728
6	OGS	ONE Gas, Inc.	13,411	$1,155,089
7	NJR	New Jersey Resources Corp	19,636	$1,078,409
8	UGI	Ugi Corp /Pa/	19,725	$718,384

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,353,728	15,578	+88.7%	Shares	Sole	2026-05-14
2025-12-31	$660,565	8,255	-1.7%	Shares	Sole	2026-01-26
2025-09-30	$658,212	8,402	+20.7%	Shares	Sole	2025-10-15
2025-06-30	$517,977	6,963	+173.5%	Shares	Sole	2025-07-25
2025-03-31	$182,802	2,546	-10.3%	Shares	Sole	2025-05-01
2024-12-31	$200,674	2,838	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$210,363	2,852	+47.2%	Shares	Sole	2024-10-08
2024-06-30	$136,326	1,937	+1.8%	Shares	Sole	2024-07-10
2024-03-31	$144,875	1,903	+0.4%	Shares	Sole	2024-04-05
2023-12-31	$120,048	1,895	-10.0%	Shares	Sole	2024-02-01
2023-09-30	$127,223	2,106	+5.4%	Shares	Sole	2023-10-11
2023-06-30	$127,172	1,998	-7.3%	Shares	Sole	2023-08-03
2023-03-31	$134,579	2,155	+12.1%	Shares	Sole	2023-05-01
2022-12-31	$118,995	1,923	-0.6%	Shares	Sole	2023-02-01
2022-09-30	$134,966	1,935	+12.8%	Shares	Sole	2022-10-27
2022-06-30	$149,342	1,715	-6.8%	Shares	Sole	2022-07-28
2022-03-31	$144,053	1,840	0.0%	Shares	Sole	2022-04-21
2021-12-31	$128,892	1,840	-39.4%	Shares	Sole	2022-01-31
2021-06-30	$201,085	3,038	0.0%	Shares	Sole	2021-09-15
2021-03-31	$208,740	3,038	0.0%	Shares	Sole	2021-09-15
2020-12-31	$184,558	3,038	0.0%	Shares	Sole	2021-09-15
2020-09-30	$191,697	3,038	0.0%	Shares	Sole	2021-09-15
2020-06-30	$209,773	3,038	0.0%	Shares	Sole	2021-09-15
2020-03-31	$211,323	3,038	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.