MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in SWX — Southwest Gas Holdings, Inc.

CIK 912938 Boston, MA

Position in SWX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$37,658,759

+$33,121,017 QoQ

Shares Held

424,659

+713.2% QoQ

Ownership

0.586%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#37

of 411 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 98% Shared 2% None 0%

Utilities · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $587,671,908 across 9 Utilities - Regulated Gas names. SWX ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	1,842,583	$317,421,770
2	NI	Nisource Inc.	1,860,744	$88,478,376
3	SR	Spire Inc	718,104	$56,076,740
4	SWX	Southwest Gas Holdings, Inc. This page	424,659	$37,658,759
5	OGS	ONE Gas, Inc.	369,339	$28,464,956
6	BIPC	Brookfield Infrastructure Corp	543,059	$20,907,771
7	UGI	Ugi Corp /Pa/	604,346	$20,874,110
8	MDU	Mdu Resources Group Inc	811,297	$17,207,609

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,658,759	424,659	+713.2%	Shares	Defined	2026-08-03
2026-03-31	$4,537,742	52,218	-1.5%	Shares	Sole	2026-05-14
2025-12-31	$4,242,099	53,013	-2.7%	Shares	Sole	2026-01-22
2025-09-30	$4,269,372	54,498	+8.1%	Shares	Sole	2025-10-29
2025-06-30	$3,751,710	50,433	+863.4%	Shares	Sole	2025-08-08
2024-12-31	$370,166	5,235	-99.2%	Shares	Sole	2025-02-12
2024-09-30	$48,307,636	654,930	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$45,667,540	648,871	+2.7%	Shares	Sole	2024-08-09
2024-03-31	$48,099,085	631,802	-8.9%	Shares	Sole	2024-05-14
2023-12-31	$43,942,853	693,652	-19.7%	Shares	Sole	2024-02-08
2023-09-30	$52,176,841	863,712	-1.7%	Shares	Sole	2023-11-08
2023-06-30	$55,952,868	879,071	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.