Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$142,214,870
+$41,065,186 QoQ
Shares Held
1,603,686
+37.8% QoQ
Ownership
2.21%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#9
of 411 holders
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 Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $1,230,483,229 across 14 Utilities - Regulated Gas names. SWX ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
2,373,903 | $408,952,264 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
2,232,003 | $166,061,019 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
1,603,686 | $142,214,870 | |
| 4 | NI |
Nisource Inc.
|
2,524,323 | $120,031,555 | |
| 5 | UGI |
Ugi Corp /Pa/
|
3,469,229 | $119,827,165 | |
| 6 | NJR |
New Jersey Resources Corp
|
1,887,829 | $105,793,934 | |
| 7 | OGS |
ONE Gas, Inc.
|
1,119,752 | $86,299,283 | |
| 8 | SR |
Spire Inc
|
390,017 | $30,456,425 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,214,870 | 1,603,686 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $101,149,684 | 1,163,978 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $48,353,523 | 604,268 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $31,548,143 | 402,708 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,115,748 | 404,836 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $16,328,396 | 227,415 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,216,842 | 73,778 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,405,903 | 32,618 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $579,860 | 8,239 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $410,568 | 5,393 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $286,594 | 4,524 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $343,309 | 5,683 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $339,636 | 5,336 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $1,086,922 | 17,565 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,625,384 | 23,303 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,397,285 | 16,046 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,925,458 | 62,913 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,654,332 | 66,443 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,458,905 | 141,431 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,579,200 | 295,803 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $24,457,118 | 355,947 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,605,304 | 158,112 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,589,803 | 136,130 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $844,964 | 12,237 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $11,438,794 | 164,445 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||