Position in SWX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$513,368
+$1,614 QoQ
Shares Held
5,789
-1.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 409 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $8,936,566 across 9 Utilities - Regulated Gas names. SWX ranks #8 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
10,493 | $1,807,629 | |
| 2 | NI |
Nisource Inc.
|
33,596 | $1,597,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
68,406 | $1,450,891 | |
| 4 | UGI |
Ugi Corp /Pa/
|
28,990 | $1,001,314 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
26,007 | $1,001,269 | |
| 6 | OGS |
ONE Gas, Inc.
|
9,510 | $732,935 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
7,880 | $586,272 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
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|
5,789 | $513,368 |
All Filings in SWX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,368 | 5,789 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $511,754 | 5,889 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $517,649 | 6,469 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $466,279 | 5,952 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $433,768 | 5,831 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $354,261 | 4,934 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $325,760 | 4,607 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $294,966 | 3,999 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $221,767 | 3,151 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||