Position in SWX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,580,713
+$299,654 QoQ
Shares Held
41,205
+0.5% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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, 2026BESSEMER GROUP INC holds $18,952,607 across 12 Utilities - Regulated Gas names. SWX ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
285,186 | $5,909,052 | |
| 2 | NWN |
Northwest Natural Holding Co
|
67,961 | $3,616,883 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
41,205 | $3,580,713 | |
| 4 | SR |
Spire Inc
|
38,457 | $3,481,895 | |
| 5 | NI |
Nisource Inc.
|
17,017 | $794,010 | |
| 6 | ATO |
Atmos Energy Corp
|
3,155 | $582,790 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
9,612 | $379,865 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
2,994 | $378,350 |
All Filings in SWX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,580,713 | 41,205 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,281,059 | 41,003 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $177,909 | 2,271 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $17,927 | 241 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $3,590 | 50 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $8,697 | 123 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,475 | 20 | Shares | Defined | 2024-11-12 | |
| 2023-12-31 | $3,420 | 54 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,262 | 54 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,437 | 54 | Shares | Defined | 2023-08-10 | |
| 2022-12-31 | $3,403 | 55 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $34,177 | 490 | Shares | Defined | 2022-11-09 | |
| 2021-12-31 | $4,132 | 59 | Shares | Defined | 2022-01-27 | |
| 2020-12-31 | $20,898 | 344 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $285,275 | 4,521 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,670,301 | 38,672 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,719,656 | 39,098 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||