Position in SWX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,941,616
-$183,294 QoQ
Shares Held
91,388
-10.0% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Legal & General Group Plc holds $650,513,182 across 15 Utilities - Regulated Gas names. SWX ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,616,380 | $298,577,711 | |
| 2 | NI |
Nisource Inc.
|
3,874,791 | $180,797,746 | |
| 3 | SR |
Spire Inc
|
282,839 | $25,608,242 | |
| 4 | OGS |
ONE Gas, Inc.
|
288,893 | $24,882,353 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
313,822 | $21,782,384 | |
| 6 | MDU |
Mdu Resources Group Inc
|
815,281 | $16,892,620 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
133,185 | $16,830,587 | |
| 8 | NJR |
New Jersey Resources Corp
|
291,911 | $16,031,751 |
All Filings in SWX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,941,616 | 91,388 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $8,124,910 | 101,536 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $10,470,767 | 133,658 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,875,866 | 132,758 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,457,782 | 131,724 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,248,018 | 130,788 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,549,263 | 129,464 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $9,328,586 | 132,546 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $6,843,193 | 108,022 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $6,425,569 | 106,366 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,995,516 | 109,906 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,232,307 | 163,848 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,903,584 | 160,045 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,079,926 | 158,852 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,182,545 | 162,868 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $11,532,586 | 147,306 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,465,819 | 149,405 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,390,954 | 140,415 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,131,507 | 122,851 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,384,130 | 122,022 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,207,683 | 118,645 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,354,430 | 116,552 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,958,772 | 115,261 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,557,895 | 309,918 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||