Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,314,016
+$1,204,502 QoQ
Shares Held
432,048
+1.2% QoQ
Ownership
0.596%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#35
of 411 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $794,106,302 across 14 Utilities - Regulated Gas names. SWX ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
8,201,866 | $283,292,451 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
1,098,388 | $134,530,561 | |
| 3 | ATO |
Atmos Energy Corp
|
627,569 | $108,111,310 | |
| 4 | NJR |
New Jersey Resources Corp
|
1,611,450 | $90,305,657 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
1,172,063 | $45,124,425 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
1,340,008 | $40,521,841 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
432,048 | $38,314,016 | |
| 8 | NI |
Nisource Inc.
|
586,031 | $27,865,773 |
All Filings in SWX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,314,016 | 432,048 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $37,109,514 | 427,037 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $29,647,169 | 370,497 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,065,135 | 243,364 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,456,580 | 234,663 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $17,953,517 | 250,049 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,117,643 | 171,371 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,787,211 | 105,575 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,567,873 | 64,903 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $4,921,119 | 64,641 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||