Position in SWX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$420,165
+$1,655 QoQ
Shares Held
4,738
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#241
of 409 holders
Holding Since
Mar 2026
2 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, 2026111 Capital holds $4,729,429 across 4 Utilities - Regulated Gas names. SWX ranks #3 (8.9% of the industry book) .
All Filings in SWX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,165 | 4,738 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $418,510 | 4,816 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||