Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$148,425,721
+$20,225,680 QoQ
Shares Held
1,708,006
+6.6% QoQ
Ownership
2.36%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $2,600,778,722 across 15 Utilities - Regulated Gas names. SWX ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,336,996 | $801,129,901 | |
| 2 | NI |
Nisource Inc.
|
12,613,176 | $588,530,791 | |
| 3 | UGI |
Ugi Corp /Pa/
|
4,492,133 | $163,603,483 | |
| 4 | SR |
Spire Inc
|
1,707,161 | $154,566,356 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
This page
|
1,708,006 | $148,425,721 | |
| 6 | NJR |
New Jersey Resources Corp
|
2,601,503 | $142,874,544 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,994,815 | $138,460,108 | |
| 8 | OGS |
ONE Gas, Inc.
|
1,580,865 | $136,159,901 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,425,721 | 1,708,006 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,200,041 | 1,602,100 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $124,763,107 | 1,592,585 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $114,888,287 | 1,544,405 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $106,988,246 | 1,490,087 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $101,891,341 | 1,440,975 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $107,007,688 | 1,450,755 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $100,702,026 | 1,430,833 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $105,318,013 | 1,383,397 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $84,540,068 | 1,334,492 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $77,433,477 | 1,281,799 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $85,858,758 | 1,348,920 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $82,737,382 | 1,324,858 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $77,623,138 | 1,254,414 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $84,764,943 | 1,215,268 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $107,802,688 | 1,237,973 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $90,496,193 | 1,155,910 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $72,404,240 | 1,033,608 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $67,203,097 | 1,004,831 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $64,306,497 | 971,544 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $63,665,998 | 926,590 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $54,211,598 | 892,372 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $50,055,084 | 793,266 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $55,254,086 | 800,204 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $53,939,745 | 775,442 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||