Position in SWX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,627,118
+$138,629 QoQ
Shares Held
64,754
-5.6% QoQ
Ownership
0.089%
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 98%
Shared 0%
None 2%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $512,031,709 across 11 Utilities - Regulated Gas names. SWX ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
5,986,389 | $279,324,908 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
1,576,371 | $109,415,908 | |
| 3 | OGS |
ONE Gas, Inc.
|
720,187 | $62,029,704 | |
| 4 | UGI |
Ugi Corp /Pa/
|
435,675 | $15,867,282 | |
| 5 | MDU |
Mdu Resources Group Inc
|
590,225 | $12,229,461 | |
| 6 | NWN |
Northwest Natural Holding Co
|
154,521 | $8,223,605 | |
| 7 | ATO |
Atmos Energy Corp
|
39,213 | $7,243,423 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
64,754 | $5,627,118 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,627,118 | 64,754 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,488,489 | 68,589 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,072,002 | 13,684 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $864,633 | 11,623 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $806,241 | 11,229 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $767,131 | 10,849 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,525,281 | 20,679 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $772,349 | 10,974 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $355,753 | 4,673 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $325,680 | 5,141 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $313,707 | 5,193 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $271,211 | 4,261 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $236,997 | 3,795 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $43,538,705 | 703,599 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $49,039,270 | 703,072 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,203,307 | 702,840 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $54,935,701 | 701,695 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $56,169,381 | 801,847 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $60,369,632 | 902,656 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $66,302,523 | 1,001,700 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $68,827,081 | 1,001,704 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $60,855,948 | 1,001,744 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $63,196,479 | 1,001,529 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $69,179,744 | 1,001,879 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $69,684,929 | 1,001,796 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||