EverSource Wealth Advisors, LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SWX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$64,645
-$30,853 QoQ
Shares Held
729
-33.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 402 holders
Holding Since
Jun 2022
17 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, 2026EverSource Wealth Advisors, LLC holds $2,238,303 across 15 Utilities - Regulated Gas names. SWX ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,146 | $541,956 | |
| 2 | UGI |
Ugi Corp /Pa/
|
13,615 | $470,257 | |
| 3 | NI |
Nisource Inc.
|
7,332 | $348,631 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
3,962 | $294,769 | |
| 5 | SR |
Spire Inc
|
2,129 | $166,249 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,739 | $134,019 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
729 | $64,645 | |
| 8 | NJR |
New Jersey Resources Corp
|
946 | $53,011 |
All Filings in SWX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,645 | 729 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $95,498 | 1,099 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $42,407 | 530 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $42,692 | 545 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,730 | 440 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,763 | 136 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,697 | 123 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,407 | 114 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,236 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,294 | 17 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,076 | 17 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,052 | 34 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,181 | 50 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,241 | 164 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,683 | 108 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,533 | 108 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,292 | 256 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||