Position in SWX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$258,679
+$29,921 QoQ
Shares Held
2,917
-18.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 409 holders
Holding Since
Jun 2023
2 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, 2026Vise Technologies, Inc. holds $9,563,547 across 7 Utilities - Regulated Gas names. SWX ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
133,817 | $6,362,998 | |
| 2 | OGS |
ONE Gas, Inc.
|
10,933 | $842,606 | |
| 3 | NJR |
New Jersey Resources Corp
|
14,914 | $835,780 | |
| 4 | UGI |
Ugi Corp /Pa/
|
14,942 | $516,096 | |
| 5 | NWN |
Northwest Natural Holding Co
|
7,847 | $384,973 | |
| 6 | SR |
Spire Inc
|
4,641 | $362,415 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
2,917 | $258,679 |
All Filings in SWX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,679 | 2,917 | Shares | Sole | 2026-08-11 | |
| 2023-06-30 | $228,758 | 3,594 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||