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Equibles

Creative Planning

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to SWX Full portfolio

Position in SWX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,862,501
+$656,197 QoQ
Shares Held
32,279
+27.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in SWX Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. SWX ranks #7 (3.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ATO
Atmos Energy Corp
 150,531 $25,931,974
2 NI
Nisource Inc.
 319,106 $15,173,489
3 MDU
Mdu Resources Group Inc
 307,937 $6,531,342
4 BKH
Black Hills Corp /Sd/
 68,601 $5,103,914
5 OGS
ONE Gas, Inc.
 60,127 $4,633,986
6 UGI
Ugi Corp /Pa/
 117,883 $4,071,678
7 SWX
Southwest Gas Holdings, Inc.
This page 		32,279 $2,862,501
8 NJR
New Jersey Resources Corp
 41,222 $2,310,080

All Filings in SWX

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,862,501 32,279
2026-03-31 $2,206,304 25,389
2025-12-31 $1,451,642 18,141
2025-09-30 $1,233,776 15,749
2025-06-30 $1,392,505 18,719
2025-03-31 $975,546 13,587
2024-12-31 $978,342 13,836
2024-09-30 $1,049,530 14,229
2024-06-30 $1,019,383 14,484
2024-03-31 $1,057,825 13,895
2023-12-31 $864,600 13,648
2023-09-30 $755,849 12,512
2023-06-30 $940,364 14,774
2023-03-31 $580,410 9,294
2022-12-31 $514,160 8,309
2022-09-30 $546,561 7,836
2022-06-30 $607,905 6,981
2022-03-31 $636,732 8,133
2021-12-31 $515,918 7,365
2021-09-30 $471,035 7,043
2021-06-30 $471,537 7,124
2021-03-31 $505,018 7,350
2020-12-31 $447,788 7,371
2020-09-30 $474,953 7,527
2020-06-30 $527,956 7,646
2020-03-31 $532,690 7,658