Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,622,825
-$1,345,026 QoQ
Shares Held
99,227
-20.3% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $223,817,112 across 14 Utilities - Regulated Gas names. SWX ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,539,088 | $71,813,844 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,654,427 | $60,254,230 | |
| 3 | ATO |
Atmos Energy Corp
|
65,071 | $12,019,912 | |
| 4 | SR |
Spire Inc
|
103,272 | $9,350,246 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
133,983 | $9,299,759 | |
| 6 | RGCO |
Rgc Resources Inc
|
410,287 | $9,046,827 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
99,227 | $8,622,825 | |
| 8 | NWN |
Northwest Natural Holding Co
|
160,223 | $8,527,067 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,622,825 | 99,227 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,967,851 | 124,567 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,341,917 | 157,543 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,114,161 | 230,060 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $15,722,907 | 218,982 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,940,088 | 168,860 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,275,944 | 112,201 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,248,546 | 88,783 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,191,011 | 94,457 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,444,404 | 101,727 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,896,861 | 97,614 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,067,313 | 111,034 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,901,349 | 110,510 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $10,552,952 | 170,539 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,486,987 | 164,688 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,880,684 | 216,820 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $17,430,875 | 222,645 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,561,675 | 222,151 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,794,118 | 131,491 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,080,670 | 137,191 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,789,044 | 142,469 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,355,223 | 236,300 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,286,424 | 258,105 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $20,872,916 | 302,287 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,369,707 | 379,093 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||