Clearstead Trust, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1708001 PORTLAND, ME

Position in SWX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$14,986

+$300 QoQ

Shares Held

169

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#346

of 409 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Trust, LLC holds $1,100,507 across 6 Utilities - Regulated Gas names. SWX ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	4,762	$820,349
2	OGS	ONE Gas, Inc.	2,561	$197,376
3	BKH	Black Hills Corp /Sd/	456	$33,926
4	SR	Spire Inc	244	$19,053
5	SWX	Southwest Gas Holdings, Inc. This page	169	$14,986
6	UGI	Ugi Corp /Pa/	429	$14,817

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,986	169	0.0%	Shares	Sole	2026-08-06
2026-03-31	$14,686	169	-15.1%	Shares	Sole	2026-05-06
2025-12-31	$15,923	199	+126.1%	Shares	Sole	2026-02-09
2025-09-30	$6,893	88	0.0%	Shares	Sole	2025-11-10
2025-06-30	$6,546	88	+15.8%	Shares	Sole	2025-08-08
2025-03-31	$5,456	76	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.