Pathstone Holdings, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in SWX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,675,829

-$153,112 QoQ

Shares Held

30,174

-7.3% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#122

of 409 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $17,950,261 across 11 Utilities - Regulated Gas names. SWX ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	23,065	$3,973,406
2	SWX	Southwest Gas Holdings, Inc. This page	30,174	$2,675,829
3	OGS	ONE Gas, Inc.	28,042	$2,161,196
4	NI	Nisource Inc.	42,118	$2,002,710
5	UGI	Ugi Corp /Pa/	53,901	$1,861,740
6	CPK	Chesapeake Utilities Corp	11,083	$1,357,445
7	BKH	Black Hills Corp /Sd/	17,691	$1,316,210
8	SPH	Suburban Propane Partners LP	51,854	$886,703

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,675,829	30,174	-7.3%	Shares	Defined	2026-08-13
2026-03-31	$2,828,941	32,554	+1.0%	Shares	Other	2026-05-11
2025-12-31	$2,579,684	32,238	-8.7%	Shares	Other	2026-02-13
2025-09-30	$2,767,280	35,324	-0.7%	Shares	Other	2025-11-13
2025-06-30	$2,646,125	35,571	-1.3%	Shares	Other	2025-08-12
2025-03-31	$2,587,743	36,041	+20.1%	Shares	Sole	2025-05-15
2024-12-31	$2,121,724	30,006	+10.6%	Shares	Defined	2025-02-14
2024-09-30	$2,000,739	27,125	+0.6%	Shares	Sole	2024-11-07
2024-06-30	$1,897,444	26,960	+4.0%	Shares	Defined	2024-08-14
2024-03-31	$1,974,203	25,932	+47.2%	Shares	Sole	2024-05-13
2023-12-31	$1,115,973	17,616	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.