MORGAN STANLEY

Position in SWX — Southwest Gas Holdings, Inc.

CIK 895421 NEW YORK, NY

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Position in SWX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$58,252,798

+$21,555,553 QoQ

Shares Held

670,343

+46.2% QoQ

Ownership

0.926%

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 76% Shared 0% None 23%

Common Shares in SWX Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $1,578,448,036 across 16 Utilities - Regulated Gas names. SWX ranks #9 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	3,001,186	$554,379,070
2	NI	Nisource Inc.	5,481,383	$255,761,320
3	UGI	Ugi Corp /Pa/	3,070,125	$111,813,946
4	MDU	Mdu Resources Group Inc	4,221,525	$87,469,992
5	SR	Spire Inc	870,647	$78,828,374
6	OGS	ONE Gas, Inc.	883,599	$76,104,376
7	BIPC	Brookfield Infrastructure Corp	1,873,787	$74,052,057
8	NJR	New Jersey Resources Corp	1,304,891	$71,664,608

All Filings in SWX

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,252,798	670,343	+46.2%	Shares	Defined	2026-05-15
2025-12-31	$36,697,245	458,601	-9.9%	Shares	Defined	2026-05-27
2025-09-30	$39,867,847	508,908	-11.4%	Shares	Defined	2026-05-27
2025-06-30	$42,723,065	574,312	+17.6%	Shares	Defined	2025-08-15
2025-03-31	$35,062,808	488,340	+5.8%	Shares	Defined	2025-05-15
2024-12-31	$32,646,943	461,702	-3.9%	Shares	Defined	2025-05-15
2024-09-30	$35,427,144	480,303	+22.3%	Shares	Defined	2025-05-14
2024-06-30	$27,636,180	392,671	+0.6%	Shares	Defined	2025-05-14
2024-03-31	$29,705,996	390,201	-15.1%	Shares	Defined	2024-10-17
2023-12-31	$29,101,718	459,380	-52.3%	Shares	Defined	2024-08-16
2023-09-30	$58,194,216	963,321	-0.6%	Shares	Defined	2023-11-15
2023-06-30	$61,667,171	968,848	-0.5%	Shares	Defined	2023-08-14
2023-03-31	$60,817,616	973,861	+10.4%	Shares	Defined	2023-05-15
2022-12-31	$54,581,745	882,058	+146.8%	Shares	Defined	2023-02-14
2022-09-30	$24,930,949	357,433	+98.8%	Shares	Defined	2022-11-14
2022-06-30	$15,659,158	179,825	-15.4%	Shares	Defined	2022-10-27
2022-03-31	$16,645,858	212,618	-0.8%	Shares	Defined	2022-10-27
2021-12-31	$15,006,597	214,227	-20.6%	Shares	Defined	2022-02-14
2021-09-30	$18,043,685	269,792	+41.5%	Shares	Defined	2021-11-15
2021-06-30	$12,624,349	190,729	+33.3%	Shares	Defined	2021-08-23
2021-03-31	$9,829,237	143,054	-39.8%	Shares	Defined	2021-05-17
2020-12-31	$14,424,477	237,440	+242.7%	Shares	Defined	2021-02-16
2020-09-30	$4,371,628	69,281	-8.4%	Shares	Defined	2020-11-13
2020-06-30	$5,223,561	75,649	-3.0%	Shares	Defined	2020-08-14
2020-03-31	$5,426,374	78,010	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.