Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,829,246
+$4,054,150 QoQ
Shares Held
77,010
+93.0% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#84
of 411 holders
Holding Since
Mar 2020
2 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, 2026Magellan Asset Management Ltd holds $89,080,129 across 9 Utilities - Regulated Gas names. SWX ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
186,934 | $32,203,120 | |
| 2 | NI |
Nisource Inc.
|
532,855 | $25,337,255 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
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|
77,010 | $6,829,246 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
85,307 | $6,346,840 | |
| 5 | MDU |
Mdu Resources Group Inc
|
231,541 | $4,910,984 | |
| 6 | OGS |
ONE Gas, Inc.
|
59,113 | $4,555,838 | |
| 7 | SR |
Spire Inc
|
57,949 | $4,525,237 | |
| 8 | NWN |
Northwest Natural Holding Co
|
46,167 | $2,264,953 |
All Filings in SWX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,829,246 | 77,010 | Shares | Sole | 2026-08-13 | |
| 2020-03-31 | $2,775,096 | 39,895 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||