MERCER GLOBAL ADVISORS INC /ADV
Position in SWX — Southwest Gas Holdings, Inc.
CIK 853758
DENVER, CO
Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,676,822
+$488,606 QoQ
Shares Held
19,296
+29.9% QoQ
Ownership
0.027%
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 18%
Shared 0%
None 82%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. SWX ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
157,336 | $19,882,550 | |
| 2 | ATO |
Atmos Energy Corp
|
21,608 | $3,991,429 | |
| 3 | UGI |
Ugi Corp /Pa/
|
61,794 | $2,250,537 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
27,761 | $1,926,891 | |
| 5 | NI |
Nisource Inc.
|
40,115 | $1,871,765 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
19,296 | $1,676,822 | |
| 7 | OGS |
ONE Gas, Inc.
|
16,023 | $1,380,060 | |
| 8 | NJR |
New Jersey Resources Corp
|
17,057 | $936,770 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,676,822 | 19,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,188,216 | 14,849 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,230,643 | 15,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,027,177 | 13,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $910,639 | 12,683 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,057,892 | 14,961 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $878,407 | 11,909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $832,032 | 11,822 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $898,410 | 11,801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $513,135 | 8,100 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $472,527 | 7,822 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $532,559 | 8,367 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $555,055 | 8,888 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $488,975 | 7,902 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $508,686 | 7,293 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $622,534 | 7,149 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $638,846 | 8,160 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $607,053 | 8,666 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $583,327 | 8,722 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $578,103 | 8,734 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $613,099 | 8,923 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $605,070 | 9,960 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $649,803 | 10,298 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $620,621 | 8,988 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $653,168 | 9,390 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||