Capital Advisors, Ltd. LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in SWX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,813
+$77 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 409 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $101,968 across 9 Utilities - Regulated Gas names. SWX ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
2,000 | $69,080 | |
| 2 | ATO |
Atmos Energy Corp
|
73 | $12,575 | |
| 3 | SR |
Spire Inc
|
118 | $9,214 | |
| 4 | NI |
Nisource Inc.
|
82 | $3,899 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
This page
|
43 | $3,813 | |
| 6 | NWN |
Northwest Natural Holding Co
|
33 | $1,618 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
14 | $1,041 | |
| 8 | OGS |
ONE Gas, Inc.
|
8 | $616 |
All Filings in SWX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,813 | 43 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,736 | 43 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3 | 43 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3 | 43 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,198 | 43 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3 | 47 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3 | 47 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,171 | 43 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,574 | 65 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,273 | 43 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,724 | 43 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3 | 43 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,736 | 43 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2 | 38 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $1,534 | 22 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||