Position in SWX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$69,020,756
+$9,509,005 QoQ
Shares Held
794,255
+6.8% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026NORTHERN TRUST CORP holds $1,092,618,024 across 15 Utilities - Regulated Gas names. SWX ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,549,694 | $286,259,472 | |
| 2 | NI |
Nisource Inc.
|
4,254,931 | $198,535,078 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,506,047 | $127,690,229 | |
| 4 | NJR |
New Jersey Resources Corp
|
1,295,007 | $71,121,781 | |
| 5 | SR |
Spire Inc
|
764,880 | $69,252,232 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
794,255 | $69,020,756 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
944,294 | $65,543,444 | |
| 8 | OGS |
ONE Gas, Inc.
|
728,867 | $62,777,312 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||