Position in SWX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,221,161
+$189,696 QoQ
Shares Held
25,560
+0.7% QoQ
Ownership
0.035%
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 92.48043818466354.ToString("F0")%
Shared 0.ToString("F0")%
None 7.519561815336464.ToString("F0")%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $436,480,354 across 12 Utilities - Regulated Gas names. SWX ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
5,792,101 | $228,903,827 | |
| 2 | NI |
Nisource Inc.
|
3,393,371 | $158,334,687 | |
| 3 | ATO |
Atmos Energy Corp
|
165,001 | $30,478,981 | |
| 4 | UGI |
Ugi Corp /Pa/
|
152,421 | $5,551,169 | |
| 5 | SR |
Spire Inc
|
26,068 | $2,360,196 | |
| 6 | NJR |
New Jersey Resources Corp
|
41,801 | $2,295,709 | |
| 7 | OGS |
ONE Gas, Inc.
|
26,369 | $2,271,160 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
This page
|
25,560 | $2,221,161 |
All Filings in SWX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,221,161 | 25,560 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,031,465 | 25,387 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,244,597 | 28,652 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,140,496 | 28,774 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,179,128 | 30,350 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,147,038 | 30,364 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,493,234 | 33,802 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,502,852 | 35,562 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,838,734 | 37,288 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,457,282 | 38,789 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $2,176,269 | 36,025 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,588,580 | 40,669 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,638,199 | 42,245 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $2,536,459 | 40,990 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,927,337 | 41,969 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $22,576,446 | 259,261 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,543,719 | 32,491 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $32,082,689 | 457,997 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,311,170 | 228,935 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,222,649 | 139,336 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,677,997 | 111,745 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,669,752 | 142,712 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,488,652 | 134,527 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,032,636 | 130,813 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $8,042,665 | 115,622 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||