Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,320,356
+$48,054 QoQ
Shares Held
14,889
+1.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#170
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, 2026ALLSTATE CORP holds $9,379,381 across 6 Utilities - Regulated Gas names. SWX ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
16,282 | $2,804,900 | |
| 2 | NI |
Nisource Inc.
|
49,793 | $2,367,657 | |
| 3 | NJR |
New Jersey Resources Corp
|
27,307 | $1,530,284 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
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|
14,889 | $1,320,356 | |
| 5 | SR |
Spire Inc
|
14,392 | $1,123,871 | |
| 6 | MDU |
Mdu Resources Group Inc
|
10,953 | $232,313 |
All Filings in SWX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,356 | 14,889 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,272,302 | 14,641 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||