Position in SWX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$592,471
+$165,184 QoQ
Shares Held
6,681
+35.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 409 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $47,415,379 across 11 Utilities - Regulated Gas names. SWX ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
889,580 | $34,248,830 | |
| 2 | ATO |
Atmos Energy Corp
|
31,679 | $5,457,341 | |
| 3 | UGI |
Ugi Corp /Pa/
|
68,267 | $2,357,942 | |
| 4 | NI |
Nisource Inc.
|
32,149 | $1,528,684 | |
| 5 | OGS |
ONE Gas, Inc.
|
11,882 | $915,745 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
11,124 | $827,625 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
6,681 | $592,471 | |
| 8 | NJR |
New Jersey Resources Corp
|
9,731 | $545,325 |
All Filings in SWX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,471 | 6,681 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $427,287 | 4,917 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||