Southwest Gas Holdings, Inc.
US ˙ NYSE ˙ US8448951025

SecuritySWX / Southwest Gas Holdings, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership25,389 shares
Latest Disclosed Value $ 2,206,318
Creative Planning reports 39.95% increase in ownership of SWX / Southwest Gas Holdings, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 25,389 shares of Southwest Gas Holdings, Inc. (US:SWX) valued at $2,206,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,141 shares of Southwest Gas Holdings, Inc.. This represents a change in shares of 39.95% during the quarter. The current value of the position is $2,176,599 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SOUTHWEST GAS HLDGS COM 844895102 25,389 7,248 39.95 2,206 52.03 0.0015
2026-02-17 2025-12-31 13F SOUTHWEST GAS HLDGS COM 844895102 18,141 2,392 15.19 1,452 17.68 0.0010
2025-11-14 2025-09-30 13F SOUTHWEST GAS HLDGS COM 844895102 15,749 -2,970 -15.87 1,234 -11.42 0.0009
2025-08-08 2025-06-30 13F SOUTHWEST GAS HLDGS COM 844895102 18,719 5,132 37.77 1,393 42.77 0.0012
2025-05-15 2025-03-31 13F SOUTHWEST GAS HLDGS COM 844895102 13,587 -249 -1.80 976 -0.31 0.0009
2025-02-14 2024-12-31 13F SOUTHWEST GAS HLDGS COM 844895102 13,836 -393 -2.76 978 -6.77 0.0010
2024-10-11 2024-09-30 13F SOUTHWEST GAS HLDGS COM 844895102 14,229 -255 -1.76 1,050 2.94 0.0010
2024-08-15 2024-06-30 13F SOUTHWEST GAS HLDGS COM 844895102 14,484 589 4.24 1,019 -3.60 0.0011
2024-05-13 2024-03-31 13F SOUTHWEST GAS HLDGS COM 844895102 13,895 247 1.81 1,058 22.34 0.0012
2024-02-14 2023-12-31 13F SOUTHWEST GAS HLDGS COM 844895102 13,648 1,136 9.08 865 14.44 0.0016
2023-11-16 2023-09-30 13F SOUTHWEST GAS HLDGS COM 844895102 12,512 -2,262 -15.31 756 -19.68 0.0010
2023-07-21 2023-06-30 13F SOUTHWEST GAS HLDGS COM 844895102 14,774 5,480 58.96 940 62.07 0.0013
2023-05-15 2023-03-31 13F SOUTHWEST GAS HLDGS COM 844895102 9,294 985 11.85 580 12.84 0.0008
2023-02-10 2022-12-31 13F SOUTHWEST GAS HLDGS COM 844895102 8,309 473 6.04 514 -6.03 0.0008
2022-11-03 2022-09-30 13F SOUTHWEST GAS HLDGS COM 844895102 7,836 855 12.25 547 -10.03 0.0009
2022-08-15 2022-06-30 13F SOUTHWEST GAS HLDGS COM 844895102 6,981 -1,152 -14.16 608 -4.55 0.0010
2022-05-16 2022-03-31 13F SOUTHWEST GAS HLDGS COM 844895102 8,133 768 10.43 637 23.45 0.0010
2022-02-11 2021-12-31 13F SOUTHWEST GAS HLDGS COM 844895102 7,365 322 4.57 516 9.55 0.0008
2021-11-10 2021-09-30 13F SOUTHWEST GAS HLDGS COM 844895102 7,043 -81 -1.14 471 -0.21 0.0008
2021-08-04 2021-06-30 13F SOUTHWEST GAS HLDGS COM 844895102 7,124 -226 -3.07 472 -6.53 0.0008
2021-04-30 2021-03-31 13F CreativePlanning COM 844895102 7,350 -21 -0.28 505 12.72 0.0010
2021-01-29 2020-12-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 7,371 -156 -2.07 448 -5.68 0.0010
2020-11-05 2020-09-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 7,527 -119 -1.56 475 -10.04 0.0012
2020-07-23 2020-06-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 7,646 -12 -0.16 528 -0.94 0.0015
2020-05-05 2020-03-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 7,658 1,907 33.16 533 21.97 0.0019
2020-01-30 2019-12-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 5,751 57 1.00 437 -15.64 0.0013
2019-11-01 2019-09-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 5,694 772 15.68 518 17.46 0.0017
2019-07-26 2019-06-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 4,922 181 3.82 441 13.08 0.0015
2019-04-24 2019-03-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 4,741 -17 -0.36 390 7.14 0.0014
2019-02-12 2018-12-31 13F/A-1 SOUTHWEST GAS HOLDINGS COM 844895102 4,758 -1,010 -17.51 364 -20.18 0.0015
2019-02-01 2018-12-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 4,758 -1,010 364
2018-10-25 2018-09-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 5,768 0 0.00 456 3.64 0.0017
2018-07-20 2018-06-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 5,768 70 1.23 440 14.29 0.0017
2018-04-18 2018-03-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 5,698 339 6.33 385 -10.67 0.0016
2018-01-17 2017-12-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 5,359 1,019 23.48 431 27.89 0.0019
2017-10-17 2017-09-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 4,340 -25 -0.57 337 5.64 0.0016
2017-07-12 2017-06-30 13F SOUTHWEST GAS HOLDINGS COM 844895102 4,365 72 1.68 319 -10.39 0.0016
2017-04-07 2017-03-31 13F SOUTHWEST GAS HOLDINGS COM 844895102 4,293 -552 -11.39 356 -4.04 0.0019
2017-01-09 2016-12-31 13F SOUTHWEST GAS COM 844895102 4,845 -1,097 -18.46 371 -10.60 0.0023
2016-10-12 2016-09-30 13F SOUTHWEST GAS COM 844895102 5,942 674 12.79 415 0.00 0.0026
2016-07-12 2016-06-30 13F SOUTHWEST GAS COM 844895102 5,268 0 0.00 415 19.60 0.0030
2016-04-08 2016-03-31 13F SOUTHWEST GAS COM 844895102 5,268 925 21.30 347 44.58 0.0027
2016-01-11 2015-12-31 13F SOUTHWEST GAS COM 844895102 4,343 -250 -5.44 240 -10.45 0.0020
2015-10-09 2015-09-30 13F SOUTHWEST GAS COM 844895102 4,593 4,593 0.00 268 0.0024
2015-07-09 2015-06-30 13F SOUTHWEST GAS COM 844895102 0 -4,593 -100.00 0 -100.00
2015-04-13 2015-03-31 13F SOUTHWEST GAS COM 844895102 4,593 4,593 0.00 267 0.0025
2015-01-29 2014-12-31 13F SOUTHWEST GAS COM 844895102 0 -5,119 -100.00 0 -100.00
2014-10-10 2014-09-30 13F SOUTHWEST GAS COM 844895102 5,119 2,778 118.67 249 100.81 0.0029
2014-08-20 2014-06-30 13F SOUTHWEST GAS COM 844895102 2,341 -520 -18.18 124 -18.95 0.0016
2014-04-11 2014-03-31 13F SOUTHWEST GAS COM 844895102 2,861 0 0.00 153 -4.37 0.0023
2014-01-06 2013-12-31 13F SOUTHWEST GAS COM 844895102 2,861 500 21.18 160 35.59 0.0027
2013-10-10 2013-09-30 13F SOUTHWEST GAS COM 844895102 2,361 988 71.96 118 84.38 0.0023
2013-07-09 2013-06-30 13F SOUTHWEST GAS COM 844895102 1,373 1,373 64 0.0015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.