Position in SWX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,206,304
+$754,662 QoQ
Shares Held
25,389
+40.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Creative Planning holds $60,101,587 across 15 Utilities - Regulated Gas names. SWX ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
131,487 | $24,288,278 | |
| 2 | NI |
Nisource Inc.
|
209,105 | $9,756,839 | |
| 3 | MDU |
Mdu Resources Group Inc
|
301,011 | $6,236,947 | |
| 4 | OGS |
ONE Gas, Inc.
|
47,339 | $4,077,308 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
47,064 | $3,266,712 | |
| 6 | UGI |
Ugi Corp /Pa/
|
81,193 | $2,957,049 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
25,389 | $2,206,304 | |
| 8 | SR |
Spire Inc
|
15,466 | $1,400,291 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,206,304 | 25,389 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,451,642 | 18,141 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,233,776 | 15,749 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,392,505 | 18,719 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $975,546 | 13,587 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $978,342 | 13,836 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,049,530 | 14,229 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,019,383 | 14,484 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,057,825 | 13,895 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $864,600 | 13,648 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $755,849 | 12,512 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $940,364 | 14,774 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $580,410 | 9,294 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $514,160 | 8,309 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $546,561 | 7,836 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $607,905 | 6,981 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $636,732 | 8,133 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $515,918 | 7,365 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $471,035 | 7,043 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $471,537 | 7,124 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $505,018 | 7,350 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $447,788 | 7,371 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $474,953 | 7,527 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $527,956 | 7,646 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $532,690 | 7,658 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||