Position in SWX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$16,937
+$4,076 QoQ
Shares Held
191
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#343
of 409 holders
Holding Since
Sep 2024
6 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, 2026True Wealth Design, LLC holds $193,488 across 12 Utilities - Regulated Gas names. SWX ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
1,337 | $46,179 | |
| 2 | ATO |
Atmos Energy Corp
|
241 | $41,517 | |
| 3 | OGS |
ONE Gas, Inc.
|
373 | $28,747 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
353 | $26,263 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
This page
|
191 | $16,937 | |
| 6 | NJR |
New Jersey Resources Corp
|
227 | $12,721 | |
| 7 | NI |
Nisource Inc.
|
256 | $12,172 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
145 | $4,384 |
All Filings in SWX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,937 | 191 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,861 | 148 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $78 | 1 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $74 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $71 | 1 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $295 | 4 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||