Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,865,718
+$18,943,710 QoQ
Shares Held
435,739
+84.3% QoQ
Ownership
0.602%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Derivatives in SWX
reported options exposure · as of Jun 30, 2025CallValue
$364,511
CallShares
4,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026CITADEL ADVISORS LLC holds $339,839,319 across 16 Utilities - Regulated Gas names. SWX ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
751,604 | $138,836,290 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
903,014 | $62,678,200 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
435,739 | $37,865,718 | |
| 4 | NI |
Nisource Inc.
|
806,380 | $37,625,690 | |
| 5 | MDU |
Mdu Resources Group Inc
|
1,094,809 | $22,684,442 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
319,410 | $12,623,082 | |
| 7 | CTRI |
Centuri Holdings, Inc.
|
273,231 | $7,981,076 | |
| 8 | UGI |
Ugi Corp /Pa/
|
125,884 | $4,584,694 |
All Filings in SWX
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,865,718 | 435,739 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,922,008 | 236,466 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,218,404 | 92,142 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $364,511 | 4,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $10,454,324 | 140,534 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $366,180 | 5,100 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $20,895,236 | 291,020 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $14,360 | 200 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $56,568 | 800 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $282,840 | 4,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $19,154,419 | 270,887 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $221,280 | 3,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $4,202,844 | 56,980 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $125,392 | 1,700 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $4,701,876 | 66,807 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $337,824 | 4,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $147,798 | 2,100 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $167,486 | 2,200 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $578,588 | 7,600 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $6,209,695 | 81,567 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $551,145 | 8,700 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $3,641,231 | 57,478 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $462,455 | 7,300 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $422,870 | 7,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $17,390,709 | 287,878 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $821,576 | 13,600 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $458,280 | 7,200 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $34,759,010 | 546,096 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $719,245 | 11,300 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $874,300 | 14,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $718,175 | 11,500 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $17,302,459 | 277,061 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $29,337,122 | 474,097 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $1,150,968 | 18,600 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $705,432 | 11,400 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $2,462,384 | 35,303 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $606,825 | 8,700 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $962,550 | 13,800 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $444,108 | 5,100 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $52,395,861 | 601,698 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $417,984 | 4,800 | Put | Defined | 2022-08-15 | |
| 2022-03-31 | $2,129,488 | 27,200 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,785,012 | 22,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $56,883,399 | 726,573 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,176,840 | 16,800 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $58,768,937 | 838,957 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $630,450 | 9,000 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $402,751 | 6,022 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $280,896 | 4,200 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $882,816 | 13,200 | Call | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||