Position in SWX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$429,105
+$51,451 QoQ
Shares Held
4,839
+11.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 409 holders
Holding Since
Dec 2024
7 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, 2026AE Wealth Management LLC holds $38,038,119 across 7 Utilities - Regulated Gas names. SWX ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
703,036 | $33,429,326 | |
| 2 | ATO |
Atmos Energy Corp
|
14,841 | $2,556,651 | |
| 3 | UGI |
Ugi Corp /Pa/
|
15,496 | $535,222 | |
| 4 | NJR |
New Jersey Resources Corp
|
9,470 | $530,690 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
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|
4,839 | $429,105 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
7,659 | $294,863 | |
| 7 | SPH |
Suburban Propane Partners LP
|
15,337 | $262,262 |
All Filings in SWX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,105 | 4,839 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $377,654 | 4,346 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $264,615 | 3,307 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $235,323 | 3,004 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $239,228 | 3,216 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $276,996 | 3,858 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $275,266 | 3,893 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||