Position in SWX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$93,892,874
+$2,235,101 QoQ
Shares Held
1,058,783
+0.4% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 6%
None 6%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,347,233,858 across 14 Utilities - Regulated Gas names. SWX ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,313,917 | $241,751,907 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,435,060 | $221,327,620 | |
| 3 | ATO |
Atmos Energy Corp
|
768,834 | $132,447,030 | |
| 4 | NI |
Nisource Inc.
|
2,607,612 | $123,991,949 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,980,373 | $102,942,080 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
1,058,783 | $93,892,874 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,171,138 | $87,132,665 | |
| 8 | SR |
Spire Inc
|
1,029,256 | $80,374,598 |
All Filings in SWX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,892,874 | 1,058,783 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $91,657,773 | 1,054,750 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $84,881,293 | 1,060,751 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $82,638,436 | 1,054,869 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $77,726,687 | 1,044,854 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $75,364,796 | 1,049,649 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $72,851,308 | 1,030,283 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $73,972,131 | 1,002,876 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $69,364,133 | 985,566 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $68,561,076 | 900,579 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $54,243,372 | 856,249 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $49,611,951 | 821,254 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $49,691,808 | 780,704 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $47,796,042 | 765,349 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $47,143,646 | 761,856 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $48,066,955 | 689,132 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $51,591,241 | 592,458 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $48,613,236 | 620,938 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $43,549,384 | 621,690 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $41,594,076 | 621,921 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,795,744 | 601,235 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $41,506,474 | 604,082 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $37,026,153 | 609,484 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $38,654,239 | 612,587 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $42,519,125 | 615,773 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $42,933,058 | 617,209 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||