Integrated Wealth Concepts LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1737109
WALTHAM, MA
Position in SWX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$171,507
New position
Shares Held
1,934
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 402 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $8,410,748 across 16 Utilities - Regulated Gas names. SWX ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
16,929 | $2,916,358 | |
| 2 | UGI |
Ugi Corp /Pa/
|
48,539 | $1,676,537 | |
| 3 | NI |
Nisource Inc.
|
29,014 | $1,379,615 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
19,557 | $752,944 | |
| 5 | NJR |
New Jersey Resources Corp
|
9,536 | $534,397 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
4,868 | $362,179 | |
| 7 | MDU |
Mdu Resources Group Inc
|
8,667 | $183,827 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
1,934 | $171,507 |
All Filings in SWX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,507 | 1,934 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||