13D Management’s Southwest Gas SWX Stock Holding History

13D Management’s Portfolio SWX Stock Details SWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-63,798	Closed	-$5.11M	–	16
2025 Q4	$5.11M	Hold	63,798	–	–	6.07%	8
2025 Q3	$5M	Sell	63,798 -33,000	-34%	-$2.57M	4.79%	10
2025 Q2	$7.2M	Sell	96,798 -2,813	-3%	-$203K	6.57%	4
2025 Q1	$7.15M	Sell	99,611 -32,498	-25%	-$2.41M	6.31%	5
2024 Q4	$9.34M	Buy	132,109 +278	+0.2%	+$20.7K	6.92%	3
2024 Q3	$9.72M	Buy	131,831 +206	+0.2%	+$14.9K	7.13%	3
2024 Q2	$9.26M	Buy	131,625 +18,266	+16%	+$1.37M	6.76%	3
2024 Q1	$8.63M	Buy	113,359 +127	+0.1%	+$8.23K	5.27%	2
2023 Q4	$7.17M	Buy	113,232 +105,551	+1,374%	+$6.34M	4.22%	7
2023 Q3	$464K	Sell	7,681 -106,799	-93%	-$6.81M	0.29%	26
2023 Q2	$7.29M	Sell	114,480 -4,997	-4%	-$296K	3.98%	8
2023 Q1	$7.46M	Hold	119,477	–	–	3.79%	10
2022 Q4	$7.39M	Sell	119,477 -5,723	-5%	-$389K	3.89%	9
2022 Q3	$8.73M	Buy	+125,200	New	+$10.2M	4.57%	8

Other funds holding SWX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return