PRINCIPAL FINANCIAL GROUP INC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1126328
DES MOINES, IA
Position in SWX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$87,426,153
-$5,712,658 QoQ
Shares Held
985,861
-8.0% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $491,609,815 across 13 Utilities - Regulated Gas names. SWX ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,160,380 | $121,674,630 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
This page
|
985,861 | $87,426,153 | |
| 3 | NI |
Nisource Inc.
|
1,675,691 | $79,679,106 | |
| 4 | ATO |
Atmos Energy Corp
|
427,047 | $73,567,386 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
340,645 | $25,343,987 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,008,061 | $21,380,973 | |
| 7 | UGI |
Ugi Corp /Pa/
|
486,772 | $16,813,104 | |
| 8 | SR |
Spire Inc
|
197,505 | $15,423,164 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,426,153 | 985,861 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $93,138,811 | 1,071,793 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $86,714,952 | 1,083,666 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $87,712,127 | 1,119,634 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $87,724,927 | 1,179,257 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $74,842,524 | 1,042,375 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $76,346,788 | 1,079,717 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $84,563,921 | 1,146,474 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $81,153,558 | 1,153,077 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $91,185,011 | 1,197,754 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $74,135,589 | 1,170,254 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $71,226,651 | 1,179,054 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $75,938,204 | 1,193,059 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $75,382,895 | 1,207,092 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $75,038,039 | 1,212,638 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $85,220,340 | 1,221,797 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $90,957,932 | 1,044,533 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $69,489,342 | 887,589 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $59,465,163 | 848,896 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $60,188,254 | 899,944 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $57,817,758 | 873,512 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $46,409,481 | 675,440 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $37,215,207 | 612,596 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $36,084,428 | 571,861 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $40,196,075 | 582,130 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $34,572,501 | 497,017 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||