Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,784,101
-$168,396 QoQ
Shares Held
32,038
-13.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 33.64754354204382.ToString("F0")%
Shared 18.337599101067482.ToString("F0")%
None 48.0148573568887.ToString("F0")%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $40,267,420 across 14 Utilities - Regulated Gas names. SWX ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
59,296 | $10,953,155 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
81,799 | $5,677,667 | |
| 3 | UGI |
Ugi Corp /Pa/
|
139,042 | $5,063,908 | |
| 4 | NJR |
New Jersey Resources Corp
|
68,440 | $3,758,724 | |
| 5 | SR |
Spire Inc
|
33,266 | $3,011,903 | |
| 6 | OGS |
ONE Gas, Inc.
|
33,440 | $2,880,186 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
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|
32,038 | $2,784,101 | |
| 8 | NI |
Nisource Inc.
|
56,066 | $2,616,038 |
All Filings in SWX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,784,101 | 32,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,952,497 | 36,897 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,749,420 | 35,096 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,196,513 | 29,527 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,952,170 | 27,189 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $216,089 | 3,056 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $412,023 | 5,586 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $257,801 | 3,663 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $381,335 | 5,009 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||