Position in SWX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$185,873
+$1,994 QoQ
Shares Held
2,096
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 409 holders
Holding Since
Sep 2024
8 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, 2026BOKF, NA holds $19,837,803 across 8 Utilities - Regulated Gas names. SWX ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
118,047 | $9,097,882 | |
| 2 | NI |
Nisource Inc.
|
142,516 | $6,776,634 | |
| 3 | MDU |
Mdu Resources Group Inc
|
114,350 | $2,425,363 | |
| 4 | ATO |
Atmos Energy Corp
|
5,163 | $889,429 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
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|
2,096 | $185,873 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
1,490 | $182,495 | |
| 7 | SR |
Spire Inc
|
2,299 | $179,528 | |
| 8 | SPH |
Suburban Propane Partners LP
|
5,883 | $100,599 |
All Filings in SWX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,873 | 2,096 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $183,879 | 2,116 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $293,433 | 3,667 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $251,471 | 3,210 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $237,229 | 3,189 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $247,494 | 3,447 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $273,576 | 3,869 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,022 | 163 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||