RAFFA WEALTH MANAGEMENT, LLC

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1631073 WASHINGTON, DC

Position in SWX

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

Position Value

$88

+$2 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#398

of 402 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $12,836 across 9 Utilities - Regulated Gas names. SWX ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	70	$3,328
2	ATO	Atmos Energy Corp	19	$3,273
3	NWN	Northwest Natural Holding Co	40	$1,962
4	UGI	Ugi Corp /Pa/	49	$1,692
5	OPAL	OPAL Fuels Inc.	673	$1,480
6	MDU	Mdu Resources Group Inc	39	$827
7	NJR	New Jersey Resources Corp	2	$112
8	SWX	Southwest Gas Holdings, Inc. This page	1	$88

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88	1	0.0%	Shares	Sole	2026-07-27
2026-03-31	$86	1	-83.3%	Shares	Sole	2026-07-27
2022-06-30	$522	6	+50.0%	Shares	Sole	2026-07-27
2022-03-31	$313	4	0.0%	Shares	Sole	2026-07-27
2021-12-31	$280	4	0.0%	Shares	Sole	2026-07-27
2021-09-30	$267	4	0.0%	Shares	Sole	2026-07-27
2021-06-30	$264	4	0.0%	Shares	Sole	2026-07-27
2021-03-31	$274	4	0.0%	Shares	Sole	2026-07-27
2020-12-31	$243	4	0.0%	Shares	Sole	2026-07-27
2020-09-30	$252	4	-84.0%	Shares	Sole	2026-07-27
2020-06-30	$1,726	25	+92.3%	Shares	Sole	2026-07-27
2020-03-31	$904	13	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.