Position in SWX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$405,175
+$75,131 QoQ
Shares Held
4,569
+20.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 159 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026M&T Bank Corp holds $17,495,663 across 12 Utilities - Regulated Gas names. SWX ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
31,796 | $5,477,491 | |
| 2 | MDU |
Mdu Resources Group Inc
|
166,723 | $3,536,189 | |
| 3 | UGI |
Ugi Corp /Pa/
|
84,079 | $2,904,083 | |
| 4 | NI |
Nisource Inc.
|
57,393 | $2,729,033 | |
| 5 | SR |
Spire Inc
|
5,888 | $459,790 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
3,695 | $452,562 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
4,569 | $405,175 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,875 | $375,712 |
All Filings in SWX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,175 | 4,569 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $330,044 | 3,798 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $300,792 | 3,759 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $223,423 | 2,852 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $213,347 | 2,868 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||