JONES FINANCIAL COMPANIES LLLP

Position in SWX — Southwest Gas Holdings, Inc.

CIK 815917 DES PERES, MO

Position in SWX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,229,249

+$461,508 QoQ

Shares Held

48,668

+3.4% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $78,552,906 across 16 Utilities - Regulated Gas names. SWX ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDU	Mdu Resources Group Inc	1,381,030	$28,614,941
2	ATO	Atmos Energy Corp	95,580	$17,655,537
3	NI	Nisource Inc.	348,455	$16,258,909
4	BIPC	Brookfield Infrastructure Corp	131,288	$5,188,501
5	SWX	Southwest Gas Holdings, Inc. This page	48,668	$4,229,249
6	SR	Spire Inc	24,458	$2,214,427
7	UGI	Ugi Corp /Pa/	47,348	$1,724,414
8	CPK	Chesapeake Utilities Corp	7,999	$1,010,833

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,229,249	48,668	+3.4%	Shares	Sole	2026-05-15
2025-12-31	$3,767,741	47,085	+16.2%	Shares	Sole	2026-02-17
2025-09-30	$3,175,590	40,536	+21.3%	Shares	Sole	2025-11-04
2025-06-30	$2,486,485	33,425	-1.5%	Shares	Sole	2025-08-13
2025-03-31	$2,436,245	33,931	+22.0%	Shares	Sole	2025-05-28
2024-12-31	$1,966,373	27,809	+60.7%	Shares	Sole	2025-02-06
2024-09-30	$1,276,711	17,309	+75.7%	Shares	Sole	2024-11-12
2024-06-30	$693,524	9,854	+107.1%	Shares	Sole	2024-08-14
2024-03-31	$362,302	4,759	+247.1%	Shares	Sole	2024-05-14
2023-12-31	$86,852	1,371	+461.9%	Shares	Sole	2024-02-13
2023-09-30	$14,740	244	-94.6%	Shares	Sole	2023-11-14
2023-03-31	$283,585	4,541	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.