Position in SWX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,129,233
+$4,324,283 QoQ
Shares Held
93,547
+96.7% QoQ
Ownership
0.129%
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, 2026SEI INVESTMENTS CO holds $304,563,807 across 13 Utilities - Regulated Gas names. SWX ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
5,261,426 | $109,016,745 | |
| 2 | ATO |
Atmos Energy Corp
|
512,825 | $94,729,033 | |
| 3 | NI |
Nisource Inc.
|
574,383 | $26,800,709 | |
| 4 | UGI |
Ugi Corp /Pa/
|
671,769 | $24,465,826 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
64,412 | $8,139,744 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
93,547 | $8,129,233 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
105,346 | $7,312,065 | |
| 8 | OGS |
ONE Gas, Inc.
|
79,565 | $6,852,933 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,129,233 | 93,547 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,804,950 | 47,550 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,485,345 | 44,490 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,763,389 | 50,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,923,367 | 54,643 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,939,195 | 98,136 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,493,206 | 128,704 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,046,703 | 156,958 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,074,869 | 171,744 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $11,168,541 | 176,299 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,743,797 | 177,848 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,027,744 | 173,256 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,284,390 | 164,682 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,497,318 | 121,159 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,862,777 | 112,728 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,491,572 | 120,482 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,950,499 | 139,871 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,615,591 | 94,441 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,549,788 | 53,077 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $610,999 | 9,231 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $607,807 | 8,846 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,975,181 | 81,896 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $6,890,141 | 109,194 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $8,282,339 | 119,947 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $7,014,360 | 100,839 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||