Position in SWX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,298,619
+$13,370,908 QoQ
Shares Held
210,571
+241.9% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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 Mar 31, 2026ALGERT GLOBAL LLC holds $63,637,639 across 6 Utilities - Regulated Gas names. SWX ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRI |
Centuri Holdings, Inc.
|
793,665 | $23,182,954 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
This page
|
210,571 | $18,298,619 | |
| 3 | NJR |
New Jersey Resources Corp
|
166,239 | $9,129,845 | |
| 4 | OGS |
ONE Gas, Inc.
|
101,180 | $8,714,633 | |
| 5 | UGI |
Ugi Corp /Pa/
|
97,890 | $3,565,153 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
10,754 | $746,435 |
All Filings in SWX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,298,619 | 210,571 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,927,711 | 61,581 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,918,685 | 101,081 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,402,995 | 180,172 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $373,431 | 5,201 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $367,762 | 5,201 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $406,303 | 5,773 | Shares | Sole | 2024-08-15 | |
| 2022-12-31 | $1,290,693 | 20,858 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,454,845 | 20,858 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,347,127 | 15,470 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,190,008 | 15,200 | Shares | Sole | 2022-05-16 | |
| 2020-03-31 | $1,126,176 | 16,190 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||