Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$60,797,499
+$33,745,138 QoQ
Shares Held
699,626
+106.9% QoQ
Ownership
0.967%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026BROOKFIELD Corp /ON/ holds $232,515,724 across 2 Utilities - Regulated Gas names. SWX ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
3,680,202 | $171,718,225 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
This page
|
699,626 | $60,797,499 |
All Filings in SWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,797,499 | 699,626 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,052,361 | 338,070 | Shares | Defined | 2026-02-13 | |
| 2022-09-30 | $71,783,631 | 1,029,156 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $138,080,143 | 1,585,670 | Shares | Defined | 2022-11-16 | |
| 2021-12-31 | $6,345,199 | 90,581 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||