ST GERMAIN D J CO INC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 831571 SPRINGFIELD, MA

Position in SWX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$24,475

-$46,174 QoQ

Shares Held

276

-66.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#334

of 409 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $518,048 across 5 Utilities - Regulated Gas names. SWX ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	6,593	$313,497
2	UGI	Ugi Corp /Pa/	3,600	$124,344
3	ATO	Atmos Energy Corp	200	$34,454
4	SWX	Southwest Gas Holdings, Inc. This page	276	$24,475
5	BKH	Black Hills Corp /Sd/	286	$21,278

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,475	276	-66.1%	Shares	Sole	2026-07-21
2026-03-31	$70,649	813	0.0%	Shares	Sole	2026-04-13
2025-12-31	$65,056	813	0.0%	Shares	Sole	2026-01-29
2025-09-30	$63,690	813	0.0%	Shares	Sole	2025-10-07
2025-06-30	$60,479	813	+194.6%	Shares	Sole	2025-07-16
2025-03-31	$19,816	276	-67.3%	Shares	Sole	2025-04-09
2024-12-31	$59,749	845	+206.2%	Shares	Sole	2025-01-10
2024-09-30	$20,357	276	0.0%	Shares	Sole	2024-10-18
2024-06-30	$19,424	276	0.0%	Shares	Sole	2024-07-08
2024-03-31	$21,011	276	0.0%	Shares	Sole	2024-04-02
2023-12-31	$17,484	276	0.0%	Shares	Sole	2024-01-02
2023-09-30	$16,673	276	0.0%	Shares	Sole	2023-10-23
2023-06-30	$17,567	276	—	Shares	Sole	2023-09-07
No filing history on record for this holder in this stock.