NewEdge Advisors, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in SWX

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$294,069

+$30,884 QoQ

Shares Held

3,384

+2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

NewEdge Advisors, LLC holds $52,848,363 across 14 Utilities - Regulated Gas names. SWX ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	930,013	$43,394,406
2	UGI	Ugi Corp /Pa/	92,426	$3,366,154
3	ATO	Atmos Energy Corp	9,452	$1,745,973
4	MDU	Mdu Resources Group Inc	77,998	$1,616,118
5	BIPC	Brookfield Infrastructure Corp	37,638	$1,487,453
6	OGS	ONE Gas, Inc.	3,516	$302,833
7	SWX	Southwest Gas Holdings, Inc. This page	3,384	$294,069
8	NWN	Northwest Natural Holding Co	4,578	$243,641

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$294,069	3,384	+2.9%	Shares	Sole	2026-05-18
2025-12-31	$263,185	3,289	+3.0%	Shares	Sole	2026-02-18
2025-09-30	$250,217	3,194	+7.4%	Shares	Sole	2025-11-17
2025-06-30	$221,310	2,975	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$210,948	2,938	0.0%	Shares	Sole	2025-05-15
2024-12-31	$207,745	2,938	-3.3%	Shares	Sole	2025-02-13
2024-09-30	$224,082	3,038	-45.5%	Shares	Sole	2024-11-14
2024-06-30	$392,016	5,570	+11040.0%	Shares	Sole	2024-08-16
2024-03-31	$3,806	50	0.0%	Shares	Sole	2024-05-14
2023-12-31	$3,167	50	-86.1%	Shares	Sole	2024-02-13
2023-09-30	$21,687	359	-46.9%	Shares	Sole	2023-11-14
2023-06-30	$43,027	676	-32.9%	Shares	Sole	2023-08-14
2023-03-31	$62,949	1,008	+207.3%	Shares	Sole	2023-05-12
2022-12-31	$20,296	328	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.