EVERMAY WEALTH MANAGEMENT LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1066816 ARLINGTON, VA

Position in SWX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$47,266

+$949 QoQ

Shares Held

533

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#316

of 409 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $105,253 across 4 Utilities - Regulated Gas names. SWX ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SWX	Southwest Gas Holdings, Inc. This page	533	$47,266
2	NI	Nisource Inc.	791	$37,612
3	OGS	ONE Gas, Inc.	140	$10,789
4	BIPC	Brookfield Infrastructure Corp	249	$9,586

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,266	533	0.0%	Shares	Sole	2026-07-27
2026-03-31	$46,317	533	0.0%	Shares	Sole	2026-05-12
2025-12-31	$42,650	533	0.0%	Shares	Sole	2026-01-22
2025-09-30	$41,755	533	0.0%	Shares	Sole	2025-11-05
2025-06-30	$39,649	533	0.0%	Shares	Sole	2025-07-30
2025-03-31	$38,269	533	0.0%	Shares	Sole	2025-05-07
2024-12-31	$37,688	533	0.0%	Shares	Sole	2025-01-24
2024-09-30	$39,314	533	0.0%	Shares	Sole	2024-10-25
2024-06-30	$37,512	533	0.0%	Shares	Sole	2024-08-01
2024-03-31	$40,577	533	0.0%	Shares	Sole	2024-05-14
2023-12-31	$33,765	533	0.0%	Shares	Sole	2024-02-12
2023-09-30	$32,198	533	0.0%	Shares	Sole	2023-11-14
2023-06-30	$33,925	533	0.0%	Shares	Sole	2023-08-10
2023-03-31	$33,285	533	0.0%	Shares	Sole	2023-05-15
2022-12-31	$32,982	533	0.0%	Shares	Sole	2023-01-19
2022-09-30	$37,176	533	0.0%	Shares	Sole	2022-11-14
2022-06-30	$46,413	533	0.0%	Shares	Sole	2022-08-15
2022-03-31	$41,728	533	0.0%	Shares	Sole	2022-05-16
2021-12-31	$37,336	533	0.0%	Shares	Sole	2022-02-14
2021-09-30	$35,647	533	0.0%	Shares	Sole	2021-11-12
2021-06-30	$35,279	533	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.