Position in SWX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,537
+$6,234 QoQ
Shares Held
85
+466.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 402 holders
Holding Since
Mar 2021
7 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, 2026Clearstead Advisors, LLC holds $2,045,583 across 14 Utilities - Regulated Gas names. SWX ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
35,616 | $1,371,216 | |
| 2 | ATO |
Atmos Energy Corp
|
1,830 | $315,254 | |
| 3 | NI |
Nisource Inc.
|
5,088 | $241,934 | |
| 4 | UGI |
Ugi Corp /Pa/
|
1,132 | $39,099 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
404 | $30,057 | |
| 6 | OGS |
ONE Gas, Inc.
|
267 | $20,577 | |
| 7 | NJR |
New Jersey Resources Corp
|
168 | $9,414 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
85 | $7,537 |
All Filings in SWX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,537 | 85 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,303 | 15 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,484 | 206 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,363 | 94 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,091 | 55 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,436 | 20 | Shares | Sole | 2025-05-13 | |
| 2021-03-31 | $274 | 4 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||