Invesco Ltd.

Position in SWX — Southwest Gas Holdings, Inc.

CIK 914208 Atlanta, GA

Back to SWX Full portfolio

Position in SWX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$36,948,747

+$6,542,350 QoQ

Shares Held

425,187

+11.9% QoQ

Ownership

0.587%

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 0% Shared 93% None 7%

Common Shares in SWX Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Mar 31, 2026

Invesco Ltd. holds $1,415,799,129 across 14 Utilities - Regulated Gas names. SWX ranks #9 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	3,007,306	$555,509,558
2	NI	Nisource Inc.	7,791,627	$363,557,311
3	UGI	Ugi Corp /Pa/	2,740,069	$99,793,309
4	BKH	Black Hills Corp /Sd/	1,060,663	$73,620,616
5	CPK	Chesapeake Utilities Corp	481,597	$60,859,409
6	SR	Spire Inc	604,761	$54,755,057
7	NWN	Northwest Natural Holding Co	799,977	$42,574,773
8	MDU	Mdu Resources Group Inc	1,881,002	$38,974,357

All Filings in SWX

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$36,948,747	425,187	+11.9%	Shares	Defined	2026-05-12
2025-12-31	$30,406,397	379,985	-7.1%	Shares	Defined	2026-02-19
2025-09-30	$32,034,084	408,911	+4.0%	Shares	Defined	2025-11-13
2025-06-30	$29,241,218	393,080	+2.6%	Shares	Defined	2025-08-13
2025-03-31	$27,496,381	382,958	+4.5%	Shares	Defined	2025-05-12
2024-12-31	$25,913,442	366,475	+9.7%	Shares	Defined	2025-02-13
2024-09-30	$24,632,442	333,954	+13.7%	Shares	Defined	2024-11-12
2024-06-30	$20,678,837	293,817	+4.4%	Shares	Defined	2024-08-13
2024-03-31	$21,416,814	281,319	+5.4%	Shares	Defined	2024-05-14
2023-12-31	$16,905,009	266,851	+78.5%	Shares	Defined	2024-02-13
2023-09-30	$9,030,991	149,495	-54.5%	Shares	Defined	2023-11-13
2023-06-30	$20,890,692	328,212	+27.2%	Shares	Defined	2023-08-11
2023-03-31	$16,120,092	258,128	-54.8%	Shares	Defined	2023-05-12
2022-12-31	$35,299,566	570,452	+11.7%	Shares	Defined	2023-02-13
2022-09-30	$35,611,768	510,563	+118.3%	Shares	Defined	2022-11-14
2022-06-30	$20,364,353	233,858	-24.5%	Shares	Defined	2022-08-15
2022-03-31	$24,254,787	309,807	-53.4%	Shares	Defined	2022-05-16
2021-12-31	$46,524,056	664,155	-34.8%	Shares	Defined	2022-02-14
2021-09-30	$68,154,195	1,019,052	-30.1%	Shares	Defined	2021-11-15
2021-06-30	$96,513,291	1,458,125	+13.1%	Shares	Defined	2021-08-17
2021-03-31	$88,586,082	1,289,275	+4.8%	Shares	Defined	2021-05-17
2020-12-31	$74,712,719	1,229,839	+23.2%	Shares	Defined	2021-02-16
2020-09-30	$62,975,250	998,023	+1.1%	Shares	Defined	2020-11-16
2020-06-30	$68,156,698	987,063	-32.8%	Shares	Defined	2020-08-14
2020-03-31	$102,126,945	1,468,185	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.