Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,663,734
+$10,473,258 QoQ
Shares Held
249,295
+78.3% QoQ
Ownership
0.344%
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 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026BARCLAYS PLC holds $304,813,433 across 16 Utilities - Regulated Gas names. SWX ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
3,491,513 | $162,913,994 | |
| 2 | ATO |
Atmos Energy Corp
|
373,342 | $68,963,732 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
249,295 | $21,663,734 | |
| 4 | NJR |
New Jersey Resources Corp
|
217,534 | $11,946,967 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
273,758 | $10,818,916 | |
| 6 | UGI |
Ugi Corp /Pa/
|
175,802 | $6,402,708 | |
| 7 | OGS |
ONE Gas, Inc.
|
72,722 | $6,263,545 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
147,526 | $4,309,232 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,663,734 | 249,295 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,190,476 | 139,846 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,686,525 | 149,177 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $9,883,975 | 132,867 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $6,518,003 | 90,780 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $9,616,347 | 135,997 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $7,754,683 | 105,134 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $2,528,190 | 35,922 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,653,425 | 100,531 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,901,287 | 156,295 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,453,665 | 73,724 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,378,943 | 115,930 | Shares | Sole | 2023-09-20 | |
| 2023-03-31 | $5,161,928 | 82,657 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,939,446 | 79,823 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,080,287 | 15,488 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,460,505 | 16,772 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,027,522 | 243,039 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,561,857 | 150,776 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $5,809,262 | 86,861 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,846,762 | 73,225 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,462,645 | 64,949 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,005,417 | 33,011 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,570,946 | 40,744 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,476,459 | 50,347 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,814,403 | 26,084 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||