MARTINGALE ASSET MANAGEMENT L P

Position in SWX — Southwest Gas Holdings, Inc.

CIK 936944 BOSTON, MA

Position in SWX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,878,694

+$958,525 QoQ

Shares Held

44,634

+22.3% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Utilities · as of Mar 31, 2026

MARTINGALE ASSET MANAGEMENT L P holds $28,110,070 across 10 Utilities - Regulated Gas names. SWX ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	72,815	$6,271,555
2	NJR	New Jersey Resources Corp	73,555	$4,039,640
3	SWX	Southwest Gas Holdings, Inc. This page	44,634	$3,878,694
4	BIPC	Brookfield Infrastructure Corp	86,570	$3,421,246
5	UGI	Ugi Corp /Pa/	90,972	$3,313,200
6	BKH	Black Hills Corp /Sd/	46,446	$3,223,816
7	NWN	Northwest Natural Holding Co	49,836	$2,652,271
8	NI	Nisource Inc.	12,700	$592,582

10 filing rows on record

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