Position in SWX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,816,565
+$7,590,389 QoQ
Shares Held
212,185
+64.2% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#52
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026PRUDENTIAL FINANCIAL INC holds $120,415,191 across 13 Utilities - Regulated Gas names. SWX ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
900,697 | $42,828,141 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
This page
|
212,185 | $18,816,565 | |
| 3 | UGI |
Ugi Corp /Pa/
|
428,342 | $14,794,932 | |
| 4 | ATO |
Atmos Energy Corp
|
76,335 | $13,150,229 | |
| 5 | NWN |
Northwest Natural Holding Co
|
205,922 | $10,102,533 | |
| 6 | NJR |
New Jersey Resources Corp
|
146,755 | $8,224,150 | |
| 7 | MDU |
Mdu Resources Group Inc
|
190,069 | $4,031,363 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
24,761 | $3,032,727 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,816,565 | 212,185 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $11,226,176 | 129,185 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $10,340,584 | 129,225 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,577,084 | 147,780 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,025,316 | 175,095 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $11,843,051 | 164,945 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,580,497 | 135,490 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $8,283,985 | 112,310 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $497,445 | 7,068 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,325,346 | 17,409 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $415,828 | 6,564 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,052,126 | 33,970 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,214,456 | 66,213 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,637,310 | 106,282 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,852,377 | 29,935 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $484,064 | 6,940 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $608,862 | 6,992 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $588,661 | 7,519 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $544,497 | 7,773 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,732,310 | 145,519 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,976,208 | 286,693 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $14,291,336 | 207,995 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,611,086 | 191,129 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $28,016 | 444 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $33,972 | 492 | Shares | Defined | 2021-08-05 | |
| 2020-03-31 | $19,963 | 287 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||