Bank of New York Mellon Corp
BankPosition in SWX — Southwest Gas Holdings, Inc.
CIK 1390777
NEW YORK, NY
Position in SWX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$73,539,203
+$12,740,414 QoQ
Shares Held
846,251
+11.4% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Bank of New York Mellon Corp holds $845,010,667 across 15 Utilities - Regulated Gas names. SWX ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
892,696 | $164,898,799 | |
| 2 | NI |
Nisource Inc.
|
3,129,230 | $146,009,866 | |
| 3 | UGI |
Ugi Corp /Pa/
|
2,876,897 | $104,776,581 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
This page
|
846,251 | $73,539,203 | |
| 5 | OGS |
ONE Gas, Inc.
|
763,877 | $65,792,718 | |
| 6 | NJR |
New Jersey Resources Corp
|
1,063,084 | $58,384,567 | |
| 7 | SR |
Spire Inc
|
610,023 | $55,231,478 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
784,251 | $54,434,855 |
All Filings in SWX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,539,203 | 846,251 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $60,798,789 | 759,795 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $60,521,325 | 772,547 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $56,783,219 | 763,318 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $53,738,203 | 748,443 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $64,077,892 | 906,207 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $63,667,928 | 863,177 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $74,116,750 | 1,053,094 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $74,975,863 | 984,840 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $67,846,703 | 1,070,982 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $70,325,750 | 1,164,141 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $76,071,671 | 1,195,156 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $75,482,683 | 1,208,690 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $71,619,472 | 1,157,393 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $63,890,786 | 915,997 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $73,841,656 | 847,975 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $80,037,740 | 1,022,324 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $65,841,600 | 939,923 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $75,776,505 | 1,133,022 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $75,858,169 | 1,146,067 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $77,227,631 | 1,123,965 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $59,287,684 | 939,583 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $66,512,614 | 963,253 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $68,474,094 | 984,389 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||