Cassaday & Co Wealth Management LLC
Position in SWX — Southwest Gas Holdings, Inc.
CIK 1963612
MCLEAN, VA
Position in SWX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$166,363
+$3,339 QoQ
Shares Held
1,876
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#306
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, 2026Cassaday & Co Wealth Management LLC holds $273,289 across 5 Utilities - Regulated Gas names. SWX ranks #1 (60.9% of the industry book) .
All Filings in SWX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,363 | 1,876 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $163,024 | 1,876 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||