MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in SWX — Southwest Gas Holdings, Inc.

CIK 912938 Boston, MA

Position in SWX

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,537,742

+$295,643 QoQ

Shares Held

52,218

-1.5% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 81% Shared 19% None 0%

Utilities · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $619,325,482 across 10 Utilities - Regulated Gas names. SWX ranks #9 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	1,772,601	$327,434,853
2	NI	Nisource Inc.	1,879,575	$87,700,968
3	SR	Spire Inc	715,319	$64,764,981
4	NJR	New Jersey Resources Corp	655,430	$35,996,215
5	OGS	ONE Gas, Inc.	388,497	$33,461,246
6	UGI	Ugi Corp /Pa/	658,293	$23,975,030
7	BIPC	Brookfield Infrastructure Corp	570,959	$22,564,299
8	MDU	Mdu Resources Group Inc	853,787	$17,690,466

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.