WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1632972
PLYMOUTH, MN
Position in SWX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,251,186
+$278,862 QoQ
Shares Held
14,109
+26.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 409 holders
Holding Since
Jun 2025
5 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,508,164 across 12 Utilities - Regulated Gas names. SWX ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
57,115 | $9,839,201 | |
| 2 | NJR |
New Jersey Resources Corp
|
62,891 | $3,524,411 | |
| 3 | UGI |
Ugi Corp /Pa/
|
89,321 | $3,085,147 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
36,402 | $2,708,308 | |
| 5 | NI |
Nisource Inc.
|
50,711 | $2,411,308 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
14,109 | $1,251,186 | |
| 7 | OGS |
ONE Gas, Inc.
|
15,447 | $1,190,500 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
22,165 | $853,352 |
All Filings in SWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,186 | 14,109 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $972,324 | 11,189 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $619,754 | 7,745 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $503,804 | 6,431 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $424,469 | 5,706 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||