FINANCIAL CONSULATE, INC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1624510 HUNT VALLEY, MD

Position in SWX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$9,400

+$189 QoQ

Shares Held

106

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#354

of 409 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $59,600 across 5 Utilities - Regulated Gas names. SWX ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SR	Spire Inc	439	$34,281
2	NI	Nisource Inc.	265	$12,600
3	SWX	Southwest Gas Holdings, Inc. This page	106	$9,400
4	BIPC	Brookfield Infrastructure Corp	44	$1,694
5	NJR	New Jersey Resources Corp	29	$1,625

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,400	106	0.0%	Shares	Sole	2026-07-23
2026-03-31	$9,211	106	0.0%	Shares	Sole	2026-04-21
2025-12-31	$8,482	106	0.0%	Shares	Sole	2026-01-22
2025-09-30	$8,304	106	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.