SEC 13F Intelligence

Tortoise Index Solutions, LLC / SWX

Tortoise Index Solutions, LLC’s Southwest Gas Hldgs Inc Position

Does Tortoise Index Solutions, LLC own Southwest Gas Hldgs Inc (SWX)? Yes100.5K shares worth $8M (+1.54% of its 13F portfolio) as of Q1 2024, down from 118.5K shares the prior filed quarter.

Position Value
$8M
Q1 2024
Shares
100.5K
% of Portfolio
+1.54%
Quarters Held
22
currently held

Position History SWX

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $6MQ3 ’19Q4 ’19: $9MQ1 ’20: $8MQ2 ’20: $7MQ2 ’20Q3 ’20: $6MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $11MQ2 ’22: $13MQ3 ’22: $9MQ3 ’22Q4 ’22: $9MQ1 ’23: $9MQ2 ’23: $8MQ2 ’23Q3 ’23: $7MQ4 ’23: $8MQ1 ’24: $8MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024100.5K$8M+1.54%
Q4 2023118.5K$8M+1.40%
Q3 2023112.8K$7M+1.42%
Q2 2023127.8K$8M+1.66%
Q1 2023138.9K$9M+1.65%
Q4 2022134.1K$9M+1.65%
Q3 2022133.5K$9M+1.81%
Q2 2022151.0K$13M+2.48%
Q1 2022138.3K$11M+1.95%
Q4 2021118.2K$8M+1.82%
Q3 2021117.0K$8M+1.86%
Q2 2021117.5K$8M+1.63%
Q1 2021112.2K$8M+1.85%
Q4 2020118.5K$7M+2.03%
Q3 2020101.7K$6M+2.47%
Q2 2020106.1K$7M+2.55%
Q1 2020116.1K$8M+3.30%
Q4 2019114.7K$9M+1.88%
Q3 201962.4K$6M+1.71%
Q2 201957.9K$5M+1.53%
Q1 201958.8K$5M+1.44%
Q4 201858.5K$4M+1.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tortoise Index Solutions, LLC’s full portfolio or all institutional holders of SWX.