Bogart Wealth, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1715740 MCLEAN, VA

Position in SWX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,064

-$1,736 QoQ

Shares Held

-65.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#385

of 409 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $49,975 across 5 Utilities - Regulated Gas names. SWX ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	673	$23,245
2	BKH	Black Hills Corp /Sd/	224	$16,665
3	ATO	Atmos Energy Corp	31	$5,340
4	NI	Nisource Inc.	77	$3,661
5	SWX	Southwest Gas Holdings, Inc. This page	12	$1,064

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,064	12	-65.7%	Shares	Sole	2026-07-24
2025-12-31	$2,800	35	0.0%	Shares	Sole	2026-01-30
2025-09-30	$2,741	35	0.0%	Shares	Sole	2025-10-27
2025-06-30	$2,603	35	+133.3%	Shares	Sole	2025-07-30
2025-03-31	$1,077	15	—	Shares	Sole	2025-05-02
No filing history on record for this holder in this stock.