WELLINGTON MANAGEMENT GROUP LLP
Position in SWX — Southwest Gas Holdings, Inc.
CIK 902219
Boston, MA
Position in SWX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,078,303
+$4,282,050 QoQ
Shares Held
271,519
+19.2% QoQ
Ownership
0.375%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 402 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $2,105,057,967 across 11 Utilities - Regulated Gas names. SWX ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
9,185,788 | $1,582,435,695 | |
| 2 | NI |
Nisource Inc.
|
4,079,703 | $193,989,877 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
939,774 | $115,103,517 | |
| 4 | SR |
Spire Inc
|
667,616 | $52,134,131 | |
| 5 | OGS |
ONE Gas, Inc.
|
650,349 | $50,122,395 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
1,656,520 | $50,093,162 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
271,519 | $24,078,303 | |
| 8 | UGI |
Ugi Corp /Pa/
|
567,102 | $19,587,701 |
All Filings in SWX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,078,303 | 271,519 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,796,253 | 227,805 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,399,846 | 192,450 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $16,200,317 | 206,795 | Shares | Defined | 2025-11-14 | |
| 2024-06-30 | $5,557,697 | 78,967 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,350,623 | 109,689 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $67,109,695 | 1,059,348 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $51,442,134 | 851,550 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $44,825,893 | 704,256 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $42,158,681 | 675,079 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $37,440,492 | 605,050 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $29,904,613 | 428,740 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $43,659,908 | 501,377 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,595,237 | 20,376 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,392,243 | 19,875 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,225,709 | 18,327 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,213,064 | 18,327 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,259,248 | 18,327 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,177,092 | 19,376 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,244,710 | 19,726 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,312,847 | 19,013 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,357,323 | 19,513 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||