JFS WEALTH ADVISORS, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1568068 HERMITAGE, PA

Position in SWX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$4,167

+$83 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#369

of 409 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $309,068 across 13 Utilities - Regulated Gas names. SWX ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	5,944	$205,305
2	CPK	Chesapeake Utilities Corp	225	$27,558
3	ATO	Atmos Energy Corp	158	$27,218
4	NI	Nisource Inc.	428	$20,351
5	MDU	Mdu Resources Group Inc	396	$8,399
6	NJR	New Jersey Resources Corp	121	$6,780
7	SWX	Southwest Gas Holdings, Inc. This page	47	$4,167
8	BKH	Black Hills Corp /Sd/	48	$3,571

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,167	47	0.0%	Shares	Sole	2026-07-10
2026-03-31	$4,084	47	-88.1%	Shares	Sole	2026-04-21
2025-12-31	$31,687	396	+3.7%	Shares	Sole	2026-01-14
2025-09-30	$29,925	382	+905.3%	Shares	Sole	2025-11-10
2025-06-30	$2,826	38	0.0%	Shares	Sole	2025-07-24
2025-03-31	$2,728	38	0.0%	Shares	Sole	2025-04-22
2024-12-31	$2,686	38	0.0%	Shares	Sole	2025-01-31
2024-09-30	$2,802	38	+2.7%	Shares	Sole	2024-10-25
2024-06-30	$2,604	37	+5.7%	Shares	Sole	2024-07-15
2024-03-31	$2,664	35	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,217	35	+483.3%	Shares	Sole	2024-02-07
2023-09-30	$362	6	-76.0%	Shares	Sole	2023-11-02
2023-06-30	$1,591	25	-7.4%	Shares	Sole	2023-08-07
2023-03-31	$1,686	27	+17.4%	Shares	Sole	2023-04-19
2022-12-31	$1,423	23	-45.2%	Shares	Sole	2023-02-13
2022-09-30	$2,929	42	—	Shares	Sole	2022-10-21
No filing history on record for this holder in this stock.