Position in SWX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$5,879,219
+$5,840,090 QoQ
Shares Held
67,655
+13735.4% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026FIFTH THIRD BANCORP holds $45,273,787 across 15 Utilities - Regulated Gas names. SWX ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
41,543 | $7,673,822 | |
| 2 | UGI |
Ugi Corp /Pa/
|
174,195 | $6,344,181 | |
| 3 | MDU |
Mdu Resources Group Inc
|
289,470 | $5,997,818 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
This page
|
67,655 | $5,879,219 | |
| 5 | NI |
Nisource Inc.
|
122,204 | $5,702,038 | |
| 6 | SR |
Spire Inc
|
52,721 | $4,773,359 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
32,284 | $2,240,832 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
16,129 | $2,038,221 |
All Filings in SWX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,879,219 | 67,655 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $39,129 | 489 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $33,921 | 433 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $46,344 | 623 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $36,330 | 506 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $29,203 | 413 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $30,020 | 407 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $28,715 | 408 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $27,178 | 357 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $22,172 | 350 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $29,238 | 484 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $19,731 | 310 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $9,492 | 152 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $11,819 | 191 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,255 | 18 | Shares | Defined | 2022-10-25 | |
| 2022-03-31 | $8,298 | 106 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $7,425 | 106 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $8,761 | 131 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $4,898 | 74 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $7,351 | 107 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $20,290 | 334 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $205,579 | 3,258 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $275,371 | 3,988 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $308,289 | 4,432 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||