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Held by 373 of 5,944 reporting institutions (96th percentile) — extremely crowded.
Data as of Q1 2026
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Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 95 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEV | $249.3B | 52.3× | 124.5× | 6.5× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| NEE | $167.4B | 24.4× | — | 6.5× | 9.8% | — | 26.5% | 12.5% | 4.6% | — | 2,911 |
| SO | $95.1B | 22.0× | — | 3.2× | 10.6% | — | 14.7% | 12.1% | 11.8% | — | 2,268 |
| DUK | $91.6B | 18.7× | 10.7× | 2.9× | 5.6% | — | 15.7% | 9.6% | 3.7% | 5.1× | 2,360 |
| CEG | $81.0B | 35.1× | 21.3× | 3.2× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $65.3B | 18.1× | 12.8× | 3.0× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $55.8B | 18.4× | — | 3.4× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| SRE | $53.3B | 29.7× | — | 3.9× | 3.9% | — | 13.4% | 5.8% | 5.1% | — | 1,217 |
| VST | $47.5B | 64.4× | 16.8× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| XEL | $45.3B | 21.3× | — | — | — | — | — | 8.5% | 3.5% | — | 1,208 |
| ETR | $45.2B | 26.2× | 13.1× | 3.5× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| EXC | $43.4B | — | 11.1× | 1.8× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $38.1B | 18.7× | — | 2.3× | 10.9% | — | 12.0% | 8.4% | 4.0% | — | 1,368 |
| PEG | $35.1B | 16.7× | — | 2.9× | 18.3% | — | 17.3% | 12.4% | 5.3% | — | 1,231 |
| WEC | $33.6B | 21.5× | 14.5× | 3.4× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $28.5B | 19.3× | — | 3.2× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| AWK | $26.9B | 24.2× | 10.2× | 5.3× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| FE | $26.2B | 25.8× | 6.8× | 1.7× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ATO | $26.2B | 21.7× | 11.3× | 5.6× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| ES | $25.5B | 14.9× | 9.9× | 1.9× | 13.8% | — | 12.5% | 10.5% | 3.8% | 5.2× | 1,012 |
| PPL | $25.1B | 21.0× | 12.3× | 2.8× | 6.9% | — | 13.1% | 7.9% | 3.5% | 5.4× | 947 |
| CNP | $25.0B | 24.0× | 12.7× | 2.7× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $21.1B | 4.8× | 5.8× | 1.1× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| NRG | $20.4B | 26.8× | 9.9× | 0.7× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.1× | 1,010 |
| CMS | $20.2B | 18.7× | 12.7× | 2.4× | 13.6% | — | 12.5% | 11.7% | 3.8% | 6.2× | 762 |
| SWX | $6.3B | 14.3× | — | — | — | — | — | 11.1% | 5.9% | — | 373 |
Peers = companies sharing SWX's sector (Utilities) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $86.51 today, the market must believe free cash flow compounds 6.3%/yr for a decade (off $509M normalized FCF).
2-stage DCF · 0.07B shares · net debt $2.9B
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
6/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $179M dividends + $0 buybacks = $179M returned on -$252M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 6%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $577M covers the $75M due within a year 7.7× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~7.1% on $4.2B of debt. Interest last disclosed in FY2024 (no longer broken out).
Cash of $577M fully covers short-term debt of $0.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2023 | FY2023 | FY2023 | FY2022 | FY2022 | FY2022 | FY2022 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | $5.43B 100.0% | $5.49B 100.0% | $5.44B 100.0% | $5.30B 100.0% | $4.96B 100.0% | $4.62B 100.0% | $4.39B 100.0% | $4.06B 100.0% |
| Cost of Revenue | — | $2.42B | $2.62B 48.2% | $2.70B 49.3% | $2.70B 49.6% | $2.63B 49.7% | $2.53B 51.0% | $2.40B 52.0% | $2.29B 52.2% | $2.12B 52.3% |
| Total Operating Expenses | $1.47B | $2.07B | $2.24B 41.3% | $5.50B 100.2% | $5.46B 100.3% | $5.35B 101.1% | $4.98B 100.5% | $4.25B 91.8% | $4.04B 92.0% | $3.70B 91.0% |
| Operating Income | $473.9M | $406.5M | $293.0M 5.4% | -$8.3M -0.2% | -$18.6M -0.3% | -$57.7M -1.1% | -$24.4M -0.5% | $377.6M 8.2% | $351.0M 8.0% | $364.6M 9.0% |
| Interest Expense | — | $297.0M | $292.3M 5.4% | $295.5M 5.4% | $287.9M 5.3% | $271.7M 5.1% | $242.8M 4.9% | $203.9M 4.4% | $170.9M 3.9% | $143.6M 3.5% |
| Interest & Investment Income | — | $33.6M | $50.8M 0.9% | — | — | — | $16.2M 0.3% | — | — | — |
| Other Income (Expense), net | -$143.0M | -$152.3M | -$123.6M -2.3% | -$249.2M -4.5% | -$254.4M -4.7% | -$260.7M -4.9% | -$248.9M -5.0% | -$203.5M -4.4% | -$175.1M -4.0% | -$146.3M -3.6% |
| Pretax Income | $330.9M | $254.1M | $169.4M 3.1% | -$257.4M -4.7% | -$273.0M -5.0% | -$318.4M -6.0% | -$273.3M -5.5% | $174.2M 3.8% | $175.9M 4.0% | $218.3M 5.4% |
| Income Tax Expense | $96.0M | $33.2M | $29.4M 0.5% | -$61.8M -1.1% | -$62.0M -1.1% | -$71.1M -1.3% | -$75.7M -1.5% | $23.1M 0.5% | $22.8M 0.5% | $32.7M 0.8% |
| Net Income | $439.8M | $198.8M | $150.9M 2.8% | -$202.6M -3.7% | -$218.1M -4.0% | -$253.6M -4.8% | -$203.3M -4.1% | $147.2M 3.2% | $148.0M 3.4% | $179.7M 4.4% |
| Per Share | ||||||||||
| EPS (Basic) | $6.09 | $2.77 | $2.13 | $-2.91 | $-3.18 | $-3.76 | $-3.10 | $2.30 | $2.39 | $3.00 |
| EPS (Diluted) | $6.08 | $2.76 | $2.13 | $-2.91 | $-3.18 | $-3.76 | $-3.10 | $2.30 | $2.38 | $2.99 |
| Weighted Avg Shares (Basic) | 72.2M | 71.8M | 70.8M | 69.7M | 68.5M | 67.4M | 65.6M | 63.9M | 62.0M | 59.9M |
| Weighted Avg Shares (Diluted) | 72.3M | 72.0M | 71.0M | 69.7M | 68.5M | 67.4M | 65.6M | 64.1M | 62.2M | 60.0M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-09-17
No standout strengths flagged.
Where each multiple sits in its own 35-yr range · 55th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 35-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2022 | FY2022 | FY2023 | FY2023 | FY2023 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 52.0 | 51.0 | 49.7 | 49.6 | 49.3 | 48.2 | — | — |
| Operating Income | 8.2 | -0.5 | -1.1 | -0.3 | -0.2 | 5.4 | — | — |
| Income Tax | 0.5 | -1.5 | -1.3 | -1.1 | -1.1 | 0.5 | — | — |
| Net Income | 3.2 | -4.1 | -4.8 | -4.0 | -3.7 | 2.8 | — | — |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on SWX: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.