Position in SWX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,448,100
+$33,149 QoQ
Shares Held
27,606
-0.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#127
of 409 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $26,219,091 across 11 Utilities - Regulated Gas names. SWX ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
29,274 | $5,043,031 | |
| 2 | NI |
Nisource Inc.
|
83,927 | $3,990,728 | |
| 3 | UGI |
Ugi Corp /Pa/
|
95,507 | $3,298,811 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
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|
27,606 | $2,448,100 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
32,366 | $2,408,030 | |
| 6 | NJR |
New Jersey Resources Corp
|
42,903 | $2,404,284 | |
| 7 | OGS |
ONE Gas, Inc.
|
26,676 | $2,055,919 | |
| 8 | SR |
Spire Inc
|
25,104 | $1,960,371 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,448,100 | 27,606 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,414,951 | 27,790 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,165,981 | 27,068 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,205,192 | 28,149 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,977,732 | 26,586 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,934,004 | 26,936 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,952,444 | 27,612 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,036,661 | 27,612 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,050,591 | 29,136 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,404,033 | 31,578 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,188,805 | 34,551 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,125,284 | 35,181 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,495,461 | 39,206 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,489,444 | 39,863 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,626,867 | 42,451 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,913,457 | 41,770 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,778,314 | 43,389 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,342,200 | 42,690 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $2,815,449 | 40,192 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,617,750 | 39,141 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,826,908 | 42,709 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $369,178 | 5,373 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $344,209 | 5,666 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $353,360 | 5,600 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $385,575 | 5,584 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $632,439 | 9,092 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||