Position in SWX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$60,447,117
+$23,112,028 QoQ
Shares Held
695,594
+49.1% QoQ
Ownership
0.961%
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 95%
Shared 0%
None 5%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $1,145,012,004 across 16 Utilities - Regulated Gas names. SWX ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,935,162 | $357,463,120 | |
| 2 | NI |
Nisource Inc.
|
3,890,683 | $181,539,266 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
1,584,525 | $109,981,879 | |
| 4 | OGS |
ONE Gas, Inc.
|
944,791 | $81,374,847 | |
| 5 | UGI |
Ugi Corp /Pa/
|
1,775,356 | $64,658,464 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
This page
|
695,594 | $60,447,117 | |
| 7 | SR |
Spire Inc
|
631,181 | $57,147,126 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
1,447,876 | $42,292,456 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,447,117 | 695,594 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $37,335,089 | 466,572 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $26,997,921 | 344,625 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,766,761 | 306,046 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,965,014 | 319,847 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $26,103,868 | 369,168 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $26,975,138 | 365,715 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,476,532 | 376,194 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $43,123,533 | 566,446 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $29,643,491 | 467,932 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $36,339,694 | 601,551 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $30,009,446 | 471,476 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $37,763,701 | 604,703 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $19,742,937 | 319,052 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $40,710,215 | 583,659 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $34,361,245 | 394,594 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $9,580,425 | 122,371 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,513,881 | 64,438 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $12,958,133 | 193,752 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $21,429,078 | 323,751 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,430,933 | 341,012 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,178,187 | 200,464 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,248,043 | 225,801 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,533,257 | 355,297 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $19,088,723 | 274,421 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||