Position in SWX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,879,395
-$1,420,378 QoQ
Shares Held
66,299
-21.1% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#4
of 85 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 45%
Shared 38%
None 17%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Moody Aldrich Partners LLC holds $11,392,119 across 3 Utilities - Regulated Gas names. SWX ranks #1 (51.6% of the industry book) .
All Filings in SWX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,879,395 | 66,299 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,299,773 | 84,002 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,990,857 | 74,867 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,141,464 | 78,395 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,987,303 | 93,928 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,202,821 | 128,173 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,253,888 | 130,871 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,926,104 | 134,573 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,258,811 | 117,346 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,515,869 | 124,995 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,966,432 | 141,538 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,075,394 | 150,230 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,195,069 | 144,463 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,046,944 | 144,867 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,446,511 | 71,857 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,287,811 | 61,474 | Shares | Sole | 2022-10-18 | |
| 2020-09-30 | $5,044,150 | 79,939 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,422,841 | 78,535 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $4,678,605 | 67,260 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||