Position in SWX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,213,053
+$208,920 QoQ
Shares Held
36,232
+4.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#116
of 402 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $29,244,618 across 9 Utilities - Regulated Gas names. SWX ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
54,105 | $9,320,668 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
92,351 | $6,870,914 | |
| 3 | OGS |
ONE Gas, Inc.
|
44,473 | $3,427,534 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
This page
|
36,232 | $3,213,053 | |
| 5 | NJR |
New Jersey Resources Corp
|
43,205 | $2,421,208 | |
| 6 | NWN |
Northwest Natural Holding Co
|
30,057 | $1,474,596 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
37,260 | $1,434,510 | |
| 8 | UGI |
Ugi Corp /Pa/
|
29,820 | $1,029,982 |
All Filings in SWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,213,053 | 36,232 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $3,004,133 | 34,570 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,415,553 | 17,690 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,493,473 | 19,064 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,373,462 | 18,463 | Shares | Other | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||