Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$448,574,062
-$3,532,134 QoQ
Shares Held
5,161,957
-8.6% QoQ
Ownership
7.13%
of shares outstanding
% of Portfolio
0.03%
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, 2026FMR LLC holds $1,872,410,696 across 16 Utilities - Regulated Gas names. SWX ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
14,082,427 | $512,881,989 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
This page
|
5,161,957 | $448,574,062 | |
| 3 | NI |
Nisource Inc.
|
9,224,153 | $430,398,977 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
5,245,181 | $207,289,551 | |
| 5 | CTRI |
Centuri Holdings, Inc.
|
6,193,465 | $180,911,111 | |
| 6 | NJR |
New Jersey Resources Corp
|
798,531 | $43,855,320 | |
| 7 | ATO |
Atmos Energy Corp
|
125,494 | $23,181,249 | |
| 8 | OGS |
ONE Gas, Inc.
|
107,589 | $9,266,639 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,574,062 | 5,161,957 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $452,106,196 | 5,649,915 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $375,989,695 | 4,799,460 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $266,837,970 | 3,587,014 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $242,609,541 | 3,378,963 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $234,904,628 | 3,322,085 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $237,251,692 | 3,216,536 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $327,037,487 | 4,646,739 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $232,859,058 | 3,058,703 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $89,227,714 | 1,408,488 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $47,294,867 | 782,898 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,046,950 | 126,425 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $168,801 | 2,703 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $141,272 | 2,283 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $28,919,325 | 414,614 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $52,434,697 | 602,144 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $35,783,539 | 457,064 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $54,358 | 776 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,190,268 | 107,510 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $6,199,024 | 93,655 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,445,752 | 93,811 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,027,857 | 99,224 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $7,005,866 | 111,028 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $8,954,265 | 129,678 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $32,757,681 | 470,927 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||