Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$256,462
New position
Shares Held
2,892
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Sanctuary Advisors, LLC holds $16,694,504 across 7 Utilities - Regulated Gas names. SWX ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
268,818 | $9,284,973 | |
| 2 | NI |
Nisource Inc.
|
72,418 | $3,443,475 | |
| 3 | SR |
Spire Inc
|
16,943 | $1,323,078 | |
| 4 | MDU |
Mdu Resources Group Inc
|
43,102 | $914,193 | |
| 5 | NJR |
New Jersey Resources Corp
|
16,195 | $907,567 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
14,669 | $564,756 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
2,892 | $256,462 |
All Filings in SWX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,462 | 2,892 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||