NewEdge Advisors, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in SWX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$359,242

+$355,858 QoQ

Shares Held

4,051

+19.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#251

of 409 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NewEdge Advisors, LLC holds $61,157,572 across 15 Utilities - Regulated Gas names. SWX ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	1,070,157	$50,885,965
2	UGI	Ugi Corp /Pa/	93,195	$3,218,955
3	ATO	Atmos Energy Corp	15,376	$2,648,823
4	MDU	Mdu Resources Group Inc	81,638	$1,731,541
5	BIPC	Brookfield Infrastructure Corp	24,279	$934,741
6	NJR	New Jersey Resources Corp	8,085	$453,083
7	SWX	Southwest Gas Holdings, Inc. This page	4,051	$359,242
8	OGS	ONE Gas, Inc.	4,163	$320,842

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,242	4,051	+19.7%	Shares	Sole	2026-08-12
2026-03-31	$3,384	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.