Cornerstone Planning Group LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in SWX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$443
-$78 QoQ
Shares Held
5
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#396
of 411 holders
Holding Since
Mar 2025
6 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, 2026Cornerstone Planning Group LLC holds $55,223 across 7 Utilities - Regulated Gas names. SWX ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
157 | $19,229 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
378 | $14,553 | |
| 3 | NI |
Nisource Inc.
|
238 | $11,316 | |
| 4 | ATO |
Atmos Energy Corp
|
36 | $6,201 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
34 | $2,529 | |
| 6 | NJR |
New Jersey Resources Corp
|
17 | $952 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
This page
|
5 | $443 |
All Filings in SWX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443 | 5 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $521 | 6 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $400 | 5 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $109,049 | 1,392 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $371 | 5 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $359 | 5 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||