CVA Family Office, LLC
Family OfficePosition in SWX — Southwest Gas Holdings, Inc.
CIK 1802084
DENVER, CO
Position in SWX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,094
+$1,098 QoQ
Shares Held
80
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 409 holders
Holding Since
Mar 2026
2 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, 2026CVA Family Office, LLC holds $108,353 across 12 Utilities - Regulated Gas names. SWX ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
216 | $37,210 | |
| 2 | NI |
Nisource Inc.
|
528 | $25,106 | |
| 3 | NJR |
New Jersey Resources Corp
|
155 | $8,686 | |
| 4 | UGI |
Ugi Corp /Pa/
|
236 | $8,151 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
This page
|
80 | $7,094 | |
| 6 | MDU |
Mdu Resources Group Inc
|
321 | $6,808 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
86 | $6,398 | |
| 8 | OGS |
ONE Gas, Inc.
|
43 | $3,314 |
All Filings in SWX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,094 | 80 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,996 | 69 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||