Position in SWX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$107,480
+$63,161 QoQ
Shares Held
1,212
+137.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 402 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $2,684,252 across 16 Utilities - Regulated Gas names. SWX ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
23,620 | $1,123,131 | |
| 2 | ATO |
Atmos Energy Corp
|
3,178 | $547,474 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
5,010 | $372,744 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,608 | $262,780 | |
| 5 | OGS |
ONE Gas, Inc.
|
1,428 | $110,055 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
1,212 | $107,480 | |
| 7 | NJR |
New Jersey Resources Corp
|
1,386 | $77,671 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
831 | $31,993 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,480 | 1,212 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $44,319 | 510 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $40,330 | 504 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $37,368 | 477 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $35,484 | 477 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $28,002 | 390 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,859 | 394 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,766 | 390 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $27,448 | 390 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $29,690 | 390 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $24,706 | 390 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $41,682 | 690 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $45,382 | 713 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,411 | 519 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $113 | 1,477 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $82,095 | 1,177 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $76,369 | 877 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $22,860 | 292 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $14,010 | 200 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $13,376 | 200 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $13,238 | 200 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $15,116 | 220 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $29,949 | 493 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $31,108 | 493 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $16,433 | 238 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $16,555 | 238 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||