Farther Finance Advisors, LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in SWX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$311,089
-$41,985 QoQ
Shares Held
3,508
-13.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#257
of 402 holders
Holding Since
Dec 2023
11 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, 2026Farther Finance Advisors, LLC holds $4,100,083 across 16 Utilities - Regulated Gas names. SWX ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
24,250 | $1,153,087 | |
| 2 | ATO |
Atmos Energy Corp
|
3,870 | $666,684 | |
| 3 | UGI |
Ugi Corp /Pa/
|
18,390 | $635,190 | |
| 4 | OGS |
ONE Gas, Inc.
|
5,001 | $385,427 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
This page
|
3,508 | $311,089 | |
| 6 | MDU |
Mdu Resources Group Inc
|
11,457 | $243,002 | |
| 7 | NJR |
New Jersey Resources Corp
|
3,803 | $213,120 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
1,834 | $136,449 |
All Filings in SWX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,089 | 3,508 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $353,074 | 4,063 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $310,877 | 3,885 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $317,903 | 4,058 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $383,257 | 5,152 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $33,171 | 462 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,828 | 40 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,729 | 37 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,463 | 35 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,283 | 30 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,217 | 35 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||