MARTINGALE ASSET MANAGEMENT L P

Position in SWX — Southwest Gas Holdings, Inc.

CIK 936944 BOSTON, MA

Position in SWX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,357,203

+$478,509 QoQ

Shares Held

49,134

+10.1% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Utilities · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $34,480,766 across 10 Utilities - Regulated Gas names. SWX ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	125,036	$7,007,017
2	OGS	ONE Gas, Inc.	81,800	$6,304,326
3	SWX	Southwest Gas Holdings, Inc. This page	49,134	$4,357,203
4	UGI	Ugi Corp /Pa/	122,445	$4,229,250
5	BKH	Black Hills Corp /Sd/	46,436	$3,454,838
6	BIPC	Brookfield Infrastructure Corp	86,066	$3,313,541
7	NWN	Northwest Natural Holding Co	64,647	$3,171,581
8	NI	Nisource Inc.	32,208	$1,531,490

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,357,203	49,134	+10.1%	Shares	Sole	2026-08-13
2026-03-31	$3,878,694	44,634	+22.3%	Shares	Sole	2026-05-13
2025-12-31	$2,920,169	36,493	+1130.4%	Shares	Sole	2026-02-13
2024-06-30	$208,747	2,966	-87.1%	Shares	Sole	2024-08-12
2021-09-30	$1,533,290	22,926	-21.0%	Shares	Sole	2021-11-12
2021-06-30	$1,921,098	29,024	-4.6%	Shares	Sole	2021-08-13
2021-03-31	$2,090,433	30,424	-20.6%	Shares	Sole	2021-05-13
2020-12-31	$2,328,304	38,326	-41.4%	Shares	Sole	2021-02-10
2020-09-30	$4,128,002	65,420	-26.9%	Shares	Sole	2020-11-12
2020-06-30	$6,180,182	89,503	-1.1%	Shares	Sole	2020-08-10
2020-03-31	$6,295,458	90,504	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.