Bay Harbor Wealth Management, LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1767989
Hunt Valley, MD
Position in SWX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,241
+$199 QoQ
Shares Held
14
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 409 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Bay Harbor Wealth Management, LLC holds $14,492 across 10 Utilities - Regulated Gas names. SWX ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
23 | $3,962 | |
| 2 | NI |
Nisource Inc.
|
73 | $3,471 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
14 | $1,241 | |
| 4 | NJR |
New Jersey Resources Corp
|
21 | $1,176 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
14 | $1,041 | |
| 6 | UGI |
Ugi Corp /Pa/
|
30 | $1,036 | |
| 7 | MDU |
Mdu Resources Group Inc
|
40 | $848 | |
| 8 | SR |
Spire Inc
|
10 | $780 |
All Filings in SWX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,241 | 14 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,042 | 12 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $560 | 7 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $391 | 5 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $148 | 2 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $143 | 2 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||