Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$606,837
-$3,484,092 QoQ
Shares Held
6,843
-87.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 409 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $40,148,859 across 6 Utilities - Regulated Gas names. SWX ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
193,220 | $33,286,009 | |
| 2 | NI |
Nisource Inc.
|
47,288 | $2,248,544 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
48,832 | $1,880,032 | |
| 4 | UGI |
Ugi Corp /Pa/
|
32,555 | $1,124,449 | |
| 5 | OGS |
ONE Gas, Inc.
|
13,014 | $1,002,988 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
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|
6,843 | $606,837 |
All Filings in SWX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,837 | 6,843 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $4,090,929 | 54,993 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,419,116 | 47,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,702,517 | 52,362 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,999,709 | 54,226 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,024,961 | 57,189 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $1,091,065 | 18,061 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $14,438 | 207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $61,304 | 704 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $8,717,825 | 111,353 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,237,669 | 117,597 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,878,998 | 117,808 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,027,370 | 317,682 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $215,509,257 | 3,136,505 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $327,340,378 | 5,388,319 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $318,808,647 | 5,052,435 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $234,637,008 | 3,398,074 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $63,678,632 | 915,449 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||