Position in SWX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$34,195,149
+$19,044,324 QoQ
Shares Held
393,500
+107.8% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026UBS Group AG holds $721,454,004 across 16 Utilities - Regulated Gas names. SWX ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
5,873,793 | $274,071,178 | |
| 2 | ATO |
Atmos Energy Corp
|
718,687 | $132,755,861 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
1,922,298 | $56,150,323 | |
| 4 | SR |
Spire Inc
|
504,189 | $45,649,271 | |
| 5 | MDU |
Mdu Resources Group Inc
|
1,707,254 | $35,374,302 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
393,500 | $34,195,149 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
399,306 | $27,715,829 | |
| 8 | NJR |
New Jersey Resources Corp
|
462,130 | $25,380,178 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,195,149 | 393,500 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $15,150,825 | 189,338 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $18,049,065 | 230,394 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,743,154 | 251,958 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,786,811 | 122,379 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,025,167 | 212,490 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,528,165 | 102,063 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,310,323 | 47,035 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,951,352 | 91,309 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,176,350 | 113,281 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,526,212 | 108,032 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,860,812 | 44,946 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,736,457 | 75,844 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,515,112 | 40,645 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,822,782 | 40,470 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,214,645 | 36,916 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,692,774 | 98,260 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,796,043 | 68,466 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,699,219 | 25,407 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,053,146 | 31,019 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,590,159 | 37,697 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,259,960 | 37,201 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,216,694 | 19,282 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,319,959 | 19,116 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $974,744 | 14,013 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||