Universal- Beteiligungs- und Servicegesellschaft mbH
Position in SWX — Southwest Gas Holdings, Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in SWX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,881,700
+$74,702 QoQ
Shares Held
21,219
+2.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 409 holders
Holding Since
Mar 2025
6 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $66,740,754 across 12 Utilities - Regulated Gas names. SWX ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
187,073 | $32,227,065 | |
| 2 | NI |
Nisource Inc.
|
229,311 | $10,903,738 | |
| 3 | UGI |
Ugi Corp /Pa/
|
281,442 | $9,721,006 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
36,766 | $2,735,390 | |
| 5 | SR |
Spire Inc
|
28,189 | $2,201,279 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
21,219 | $1,881,700 | |
| 7 | NJR |
New Jersey Resources Corp
|
32,736 | $1,834,525 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
56,909 | $1,720,928 |
All Filings in SWX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,700 | 21,219 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $1,806,998 | 20,794 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,909,917 | 23,868 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,826,810 | 23,319 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $267,729 | 3,599 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $201,040 | 2,800 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||