Vanguard Personalized Indexing Management, LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1767306
OAKLAND, CA
Position in SWX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,090,187
-$672,885 QoQ
Shares Held
23,570
-25.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#139
of 409 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $17,828,968 across 12 Utilities - Regulated Gas names. SWX ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
24,786 | $4,269,884 | |
| 2 | NI |
Nisource Inc.
|
64,160 | $3,050,808 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
23,570 | $2,090,187 | |
| 4 | UGI |
Ugi Corp /Pa/
|
52,926 | $1,828,064 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
23,364 | $1,738,281 | |
| 6 | OGS |
ONE Gas, Inc.
|
13,800 | $1,063,566 | |
| 7 | SR |
Spire Inc
|
11,324 | $884,291 | |
| 8 | NJR |
New Jersey Resources Corp
|
14,134 | $792,069 |
All Filings in SWX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,187 | 23,570 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,763,072 | 31,796 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,337,454 | 16,714 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $977,056 | 12,472 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $793,964 | 10,673 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $752,823 | 10,485 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $566,174 | 8,007 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $677,706 | 9,188 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $645,666 | 9,174 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $682,200 | 8,961 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $489,758 | 7,731 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $389,704 | 6,451 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $486,540 | 7,644 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $332,171 | 5,319 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $261,443 | 4,225 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $247,403 | 3,547 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,184 | 3,608 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $241,368 | 3,083 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||