Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,951,211
-$4,461,699 QoQ
Shares Held
56,976
-51.6% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026ROYAL BANK OF CANADA holds $430,832,536 across 16 Utilities - Regulated Gas names. SWX ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,814,402 | $150,745,164 | |
| 2 | NI |
Nisource Inc.
|
2,776,375 | $129,545,653 | |
| 3 | ATO |
Atmos Energy Corp
|
503,937 | $93,087,239 | |
| 4 | UGI |
Ugi Corp /Pa/
|
875,650 | $31,891,170 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
103,103 | $7,156,377 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
56,976 | $4,951,211 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
30,299 | $3,828,882 | |
| 8 | NJR |
New Jersey Resources Corp
|
57,975 | $3,183,986 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,951,211 | 56,976 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,412,910 | 117,632 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,855,355 | 164,097 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,571,138 | 316,859 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $22,335,040 | 311,073 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $21,225,725 | 300,180 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,402,156 | 222,372 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,453,370 | 134,319 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $2,494,702 | 32,769 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $4,183,822 | 66,043 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,383,287 | 72,559 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,839,816 | 76,038 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,965,308 | 127,547 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,293,259 | 150,182 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,062,905 | 158,608 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,126,758 | 139,260 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,783,354 | 99,417 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,998,277 | 42,802 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,809,214 | 56,956 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,126,216 | 47,231 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,231,635 | 47,033 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $5,021,714 | 82,662 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,355,746 | 100,725 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $11,803,820 | 170,946 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,734,496 | 154,320 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||