Position in SWX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,666,207
+$3,603,028 QoQ
Shares Held
63,895
+169.1% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 402 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CITIGROUP INC holds $117,343,070 across 15 Utilities - Regulated Gas names. SWX ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
214,158 | $36,892,997 | |
| 2 | NI |
Nisource Inc.
|
624,075 | $29,674,765 | |
| 3 | UGI |
Ugi Corp /Pa/
|
358,106 | $12,368,980 | |
| 4 | NJR |
New Jersey Resources Corp
|
138,481 | $7,760,473 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
76,354 | $5,680,737 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
63,895 | $5,666,207 | |
| 7 | OGS |
ONE Gas, Inc.
|
59,770 | $4,606,473 | |
| 8 | NWN |
Northwest Natural Holding Co
|
75,701 | $3,713,890 |
All Filings in SWX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,666,207 | 63,895 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $2,063,179 | 23,742 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,085,310 | 13,563 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $833,692 | 10,642 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,481,723 | 33,361 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,042,698 | 56,305 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,287,692 | 74,780 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,939,004 | 53,403 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,125,023 | 15,985 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,019,988 | 13,398 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,825,239 | 28,812 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $201,163 | 3,330 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,520,343 | 23,886 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $656,411 | 10,511 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $537,242 | 8,682 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,058,804 | 15,180 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $748,364 | 8,594 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,440,532 | 31,173 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,785,709 | 82,594 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,614,281 | 24,137 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,240,464 | 18,741 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,660,306 | 24,164 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $772,799 | 12,721 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $243,375 | 3,857 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,439,346 | 20,845 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,218,482 | 17,517 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||