Corient Private Wealth LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1948780 MIAMI, FL

Position in SWX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,337,161

+$57,601 QoQ

Shares Held

26,355

+0.5% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#132

of 409 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 1% None 99%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $34,885,306 across 12 Utilities - Regulated Gas names. SWX ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	88,635	$15,269,151
2	NI	Nisource Inc.	82,905	$3,942,132
3	BKH	Black Hills Corp /Sd/	789,711	$3,690,556
4	NJR	New Jersey Resources Corp	63,279	$3,546,155
5	SWX	Southwest Gas Holdings, Inc. This page	26,355	$2,337,161
6	CTRI	Centuri Holdings, Inc.	55,537	$1,679,438
7	MDU	Mdu Resources Group Inc	66,771	$1,416,212
8	UGI	Ugi Corp /Pa/	32,545	$1,124,104

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,337,161	26,355	+0.5%	Shares	Sole	2026-08-17
2026-03-31	$2,279,560	26,232	+396.1%	Shares	Sole	2026-05-15
2025-12-31	$423,145	5,288	+39.1%	Shares	Sole	2026-03-09
2025-09-30	$297,770	3,801	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$280,152	3,766	+0.9%	Shares	Sole	2025-09-26
2025-03-31	$267,885	3,731	+16.0%	Shares	Sole	2025-05-14
2024-12-31	$227,474	3,217	-3.3%	Shares	Sole	2025-02-10
2024-09-30	$245,399	3,327	+2.7%	Shares	Sole	2024-11-12
2024-06-30	$227,890	3,238	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$245,899	3,230	+0.5%	Shares	Sole	2024-05-09
2023-12-31	$203,606	3,214	-3.1%	Shares	Sole	2024-02-09
2023-09-30	$200,319	3,316	+3.5%	Shares	Sole	2023-11-03
2023-06-30	$203,870	3,203	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.