BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1654599 MORRISTOWN, NJ

Position in SWX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,192

-$16,968 QoQ

Shares Held

-84.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#373

of 409 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $150,159 across 5 Utilities - Regulated Gas names. SWX ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	1,800	$62,172
2	ATO	Atmos Energy Corp	271	$46,685
3	CPK	Chesapeake Utilities Corp	220	$26,945
4	BIPC	Brookfield Infrastructure Corp	290	$11,165
5	SWX	Southwest Gas Holdings, Inc. This page	36	$3,192

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,192	36	-84.5%	Shares	Sole	2026-07-08
2026-03-31	$20,160	232	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.