Position in SWX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$173,812
+$16,784 QoQ
Shares Held
1,960
+8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#303
of 409 holders
Holding Since
Dec 2023
10 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, 2026GAMMA Investing LLC holds $3,990,917 across 14 Utilities - Regulated Gas names. SWX ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
30,965 | $1,472,385 | |
| 2 | ATO |
Atmos Energy Corp
|
4,172 | $718,710 | |
| 3 | UGI |
Ugi Corp /Pa/
|
9,740 | $336,419 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
2,160 | $264,556 | |
| 5 | NJR |
New Jersey Resources Corp
|
4,534 | $254,085 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
1,960 | $173,812 | |
| 7 | OGS |
ONE Gas, Inc.
|
2,089 | $160,999 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
3,794 | $146,069 |
All Filings in SWX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,812 | 1,960 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $157,028 | 1,807 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $135,793 | 1,697 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $91,736 | 1,171 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $61,892 | 832 | Shares | Defined | 2025-07-14 | |
| 2024-12-31 | $34,365 | 486 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $29,061 | 394 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $30,122 | 428 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $12,789 | 168 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $12,099 | 191 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||