Position in SWX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$42,557,450
+$2,265,461 QoQ
Shares Held
489,729
-2.7% QoQ
Ownership
0.677%
of shares outstanding
% of Portfolio
0.03%
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, 2026FIRST TRUST ADVISORS LP holds $550,744,220 across 12 Utilities - Regulated Gas names. SWX ranks #8 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,437,423 | $67,070,157 | |
| 2 | ATO |
Atmos Energy Corp
|
340,408 | $62,880,165 | |
| 3 | UGI |
Ugi Corp /Pa/
|
1,521,047 | $55,396,531 | |
| 4 | NJR |
New Jersey Resources Corp
|
925,204 | $50,812,203 | |
| 5 | SR |
Spire Inc
|
547,637 | $49,583,053 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
705,051 | $48,937,589 | |
| 7 | OGS |
ONE Gas, Inc.
|
552,351 | $47,573,991 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
489,729 | $42,557,450 |
All Filings in SWX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,557,450 | 489,729 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $40,291,989 | 503,524 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $42,782,021 | 546,107 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $43,182,204 | 580,484 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $42,855,050 | 596,867 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $46,557,938 | 658,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $50,193,384 | 680,496 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,558,762 | 661,534 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $67,389,666 | 885,192 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $6,409,752 | 101,180 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $7,316,980 | 121,122 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,733,337 | 90,076 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,324,287 | 69,244 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,814,692 | 29,326 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,930,470 | 27,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,151,190 | 47,671 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,577,847 | 84,019 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,866,337 | 83,745 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,396,984 | 125,553 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $8,846,292 | 133,650 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $4,660,186 | 67,824 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $2,016,292 | 33,190 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,430,792 | 22,675 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $761,483 | 11,028 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $456,870 | 6,568 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||