Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,133,418
+$349,317 QoQ
Shares Held
35,334
+10.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 409 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 23%
Shared 26%
None 51%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $59,291,215 across 14 Utilities - Regulated Gas names. SWX ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
165,659 | $12,767,338 | |
| 2 | ATO |
Atmos Energy Corp
|
70,295 | $12,109,718 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
112,794 | $8,391,873 | |
| 4 | UGI |
Ugi Corp /Pa/
|
227,725 | $7,865,619 | |
| 5 | NJR |
New Jersey Resources Corp
|
92,558 | $5,186,949 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
35,334 | $3,133,418 | |
| 7 | NI |
Nisource Inc.
|
62,180 | $2,956,657 | |
| 8 | SR |
Spire Inc
|
32,946 | $2,572,752 |
All Filings in SWX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,133,418 | 35,334 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||