Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$623,951
+$73,093 QoQ
Shares Held
7,036
+11.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 409 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $69,916,900 across 10 Utilities - Regulated Gas names. SWX ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
1,320,151 | $50,825,813 | |
| 2 | NI |
Nisource Inc.
|
143,400 | $6,818,669 | |
| 3 | ATO |
Atmos Energy Corp
|
32,564 | $5,609,799 | |
| 4 | SPH |
Suburban Propane Partners LP
|
150,869 | $2,579,859 | |
| 5 | UGI |
Ugi Corp /Pa/
|
46,087 | $1,591,844 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
11,587 | $862,072 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
7,036 | $623,951 | |
| 8 | NJR |
New Jersey Resources Corp
|
7,493 | $419,906 |
All Filings in SWX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,951 | 7,036 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $550,858 | 6,339 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $541,016 | 6,906 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||