FARMERS & MERCHANTS INVESTMENTS INC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1259969
LINCOLN, NE
Position in SWX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$189,154
+$3,971 QoQ
Shares Held
2,133
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 409 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $6,199,451 across 11 Utilities - Regulated Gas names. SWX ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
44,158 | $3,285,355 | |
| 2 | NJR |
New Jersey Resources Corp
|
47,255 | $2,648,170 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
2,133 | $189,154 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
228 | $27,925 | |
| 5 | ATO |
Atmos Energy Corp
|
99 | $17,054 | |
| 6 | NI |
Nisource Inc.
|
295 | $14,027 | |
| 7 | UGI |
Ugi Corp /Pa/
|
195 | $6,735 | |
| 8 | OGS |
ONE Gas, Inc.
|
52 | $4,007 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,154 | 2,133 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $185,183 | 2,131 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $170,362 | 2,129 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $182,453 | 2,329 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $173,031 | 2,326 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $177,417 | 2,471 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $173,380 | 2,452 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $180,859 | 2,452 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $183,128 | 2,602 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $198,090 | 2,602 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $164,836 | 2,602 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $157,307 | 2,604 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $171,154 | 2,689 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $199,153 | 3,189 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $197,335 | 3,189 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $222,711 | 3,193 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $279,700 | 3,212 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $281,530 | 3,596 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $251,899 | 3,596 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $207,060 | 3,096 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $211,808 | 3,200 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $219,872 | 3,200 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $192,820 | 3,174 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $210,501 | 3,336 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $230,350 | 3,336 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $232,052 | 3,336 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||