Position in SWX
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$11,058,718
+$3,491,948 QoQ
Shares Held
127,258
+34.6% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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 Mar 31, 2026HSBC HOLDINGS PLC holds $206,011,233 across 9 Utilities - Regulated Gas names. SWX ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
780,184 | $144,115,586 | |
| 2 | NI |
Nisource Inc.
|
807,175 | $37,662,782 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
This page
|
127,258 | $11,058,718 | |
| 4 | OGS |
ONE Gas, Inc.
|
38,616 | $3,325,995 | |
| 5 | NJR |
New Jersey Resources Corp
|
56,536 | $3,104,956 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
83,507 | $2,439,239 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
31,687 | $2,199,394 | |
| 8 | UGI |
Ugi Corp /Pa/
|
34,597 | $1,260,021 |
All Filings in SWX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,058,718 | 127,258 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $7,566,770 | 94,561 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $6,647,931 | 84,860 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,570,471 | 74,882 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,015,649 | 97,711 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,200,437 | 73,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,940,113 | 80,533 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $387,441 | 5,505 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $338,017 | 4,440 | Shares | Defined | 2024-05-15 | |
| 2023-03-31 | $1,393,321 | 22,311 | Shares | Defined | 2023-05-15 | |
| 2022-03-31 | $7,908,542 | 101,016 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,087,069 | 29,794 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,120,173 | 16,749 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,555,465 | 23,500 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,359,770 | 19,790 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $894,361 | 14,722 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $209,555 | 3,321 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $731,860 | 10,599 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $601,345 | 8,645 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||