Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$951,120
+$93,946 QoQ
Shares Held
10,945
+2.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026US BANCORP \DE\ holds $46,023,048 across 13 Utilities - Regulated Gas names. SWX ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
1,691,882 | $35,055,793 | |
| 2 | SR |
Spire Inc
|
21,392 | $1,936,830 | |
| 3 | ATO |
Atmos Energy Corp
|
10,081 | $1,862,161 | |
| 4 | NI |
Nisource Inc.
|
38,673 | $1,804,481 | |
| 5 | NWN |
Northwest Natural Holding Co
|
23,031 | $1,225,709 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
10,945 | $951,120 | |
| 7 | OGS |
ONE Gas, Inc.
|
8,763 | $754,756 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
9,308 | $646,067 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $951,120 | 10,945 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $857,174 | 10,712 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $875,918 | 11,181 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $780,648 | 10,494 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $697,535 | 9,715 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $694,371 | 9,820 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $1,133,248 | 15,364 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $989,612 | 14,061 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $1,066,657 | 14,011 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,464,651 | 23,120 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,850,961 | 30,640 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $2,175,811 | 34,184 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,147,155 | 34,382 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,192,489 | 19,271 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,260,033 | 18,065 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $556,179 | 6,387 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $904,249 | 11,550 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $801,441 | 11,441 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $826,168 | 12,353 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $805,929 | 12,176 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $915,216 | 13,320 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $949,643 | 15,632 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,751,213 | 27,753 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,238,341 | 17,934 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,365,949 | 19,637 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||