Position in SWX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$81,674
-$967 QoQ
Shares Held
921
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#311
of 409 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Parallel Advisors, LLC holds $2,226,359 across 14 Utilities - Regulated Gas names. SWX ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
6,329 | $1,090,296 | |
| 2 | NI |
Nisource Inc.
|
5,825 | $276,978 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
2,764 | $205,641 | |
| 4 | UGI |
Ugi Corp /Pa/
|
4,948 | $170,903 | |
| 5 | SR |
Spire Inc
|
1,400 | $109,326 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,216 | $93,717 | |
| 7 | MDU |
Mdu Resources Group Inc
|
3,909 | $82,909 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
921 | $81,674 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,674 | 921 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $82,641 | 951 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $73,458 | 918 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $71,446 | 912 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $65,463 | 880 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $52,270 | 728 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $50,345 | 712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $52,517 | 712 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $72,772 | 1,034 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $76,891 | 1,010 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $50,299 | 794 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,068 | 1,044 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $63,459 | 997 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $44,839 | 718 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $62,065 | 1,003 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $159,657 | 2,289 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $196,104 | 2,252 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $118,609 | 1,515 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $82,939 | 1,184 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $85,071 | 1,272 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $63,211 | 955 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $61,632 | 897 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $41,370 | 681 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $62,721 | 994 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $75,126 | 1,088 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $67,473 | 970 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||