Position in SWX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$79,137,232
+$10,116,476 QoQ
Shares Held
892,391
+12.4% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026NORTHERN TRUST CORP holds $1,079,013,000 across 14 Utilities - Regulated Gas names. SWX ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,393,267 | $240,018,102 | |
| 2 | NI |
Nisource Inc.
|
4,422,988 | $210,313,075 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,539,044 | $122,238,577 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
This page
|
892,391 | $79,137,232 | |
| 5 | NJR |
New Jersey Resources Corp
|
1,352,798 | $75,810,798 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
924,786 | $68,804,076 | |
| 7 | OGS |
ONE Gas, Inc.
|
845,290 | $65,146,496 | |
| 8 | SR |
Spire Inc
|
794,424 | $62,036,568 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,137,232 | 892,391 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $69,020,756 | 794,255 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $59,511,751 | 743,711 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $62,058,518 | 792,169 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $57,823,121 | 777,297 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $55,889,621 | 778,407 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $57,842,403 | 818,023 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $53,130,359 | 720,314 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $50,392,571 | 716,007 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $52,907,075 | 694,957 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $50,295,969 | 793,938 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $50,155,158 | 830,246 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $55,399,112 | 870,371 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $56,324,714 | 901,917 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $59,939,875 | 968,647 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $67,445,458 | 966,960 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $86,100,435 | 988,751 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $71,683,105 | 915,610 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $65,716,215 | 938,133 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $62,598,407 | 935,981 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $54,196,237 | 818,798 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $56,631,810 | 824,215 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $90,424,855 | 1,488,475 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $95,469,099 | 1,512,981 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $106,515,286 | 1,542,582 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $107,055,271 | 1,539,035 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||