Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,976,322
+$16,944,465 QoQ
Shares Held
247,816
+328.0% QoQ
Ownership
0.342%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#46
of 411 holders
Holding Since
Mar 2021
8 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, 2026Aventail Capital Group, LP holds $89,470,245 across 5 Utilities - Regulated Gas names. SWX ranks #2 (24.6% of the industry book) .
All Filings in SWX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,976,322 | 247,816 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,031,857 | 57,904 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,957,069 | 49,451 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,865,854 | 62,112 | Shares | Sole | 2025-11-14 | |
| 2022-06-30 | $18,011,540 | 206,839 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $39,574,498 | 505,486 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $1,323,800 | 20,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,501,853 | 181,951 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||