Position in SWX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$38,110,939
-$4,446,511 QoQ
Shares Held
429,758
-12.2% QoQ
Ownership
0.593%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#36
of 411 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026FIRST TRUST ADVISORS LP holds $513,472,055 across 12 Utilities - Regulated Gas names. SWX ranks #8 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,273,114 | $60,536,569 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,684,817 | $58,193,578 | |
| 3 | ATO |
Atmos Energy Corp
|
330,298 | $56,900,436 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
676,867 | $50,358,904 | |
| 5 | SR |
Spire Inc
|
586,719 | $45,816,886 | |
| 6 | NJR |
New Jersey Resources Corp
|
803,138 | $45,007,853 | |
| 7 | OGS |
ONE Gas, Inc.
|
572,032 | $44,086,506 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
429,758 | $38,110,939 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,110,939 | 429,758 | Shares | Other | 2026-08-11 | |
| 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 | $4,578,360 | 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. | ||||||