Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,601,337
+$2,254,162 QoQ
Shares Held
96,993
+32.8% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $492,379,582 across 15 Utilities - Regulated Gas names. SWX ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,204,326 | $207,469,239 | |
| 2 | NJR |
New Jersey Resources Corp
|
2,343,079 | $131,306,144 | |
| 3 | NI |
Nisource Inc.
|
822,363 | $39,103,358 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
888,899 | $34,222,611 | |
| 5 | MDU |
Mdu Resources Group Inc
|
808,790 | $17,154,433 | |
| 6 | OGS |
ONE Gas, Inc.
|
182,606 | $14,073,441 | |
| 7 | UGI |
Ugi Corp /Pa/
|
342,943 | $11,845,249 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
96,993 | $8,601,337 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,601,337 | 96,993 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,347,175 | 73,040 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,386,825 | 117,306 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,234,620 | 92,349 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,292,426 | 84,587 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,763,426 | 66,343 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,570,320 | 78,777 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,836,811 | 92,690 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,917,659 | 69,873 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,400,356 | 70,936 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,503,676 | 71,092 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,986,937 | 65,998 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,720,092 | 74,157 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,916,425 | 62,713 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,406,616 | 55,052 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,486,522 | 49,986 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,010,642 | 46,057 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,234,313 | 54,085 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,066,994 | 72,334 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,374,532 | 95,313 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,561,611 | 99,133 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,558,378 | 124,558 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,313,885 | 153,315 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,550,246 | 151,351 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $11,881,638 | 172,073 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,631,004 | 124,080 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||