1M
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

13D Management's SWX Position: Q1 2026 in Review

13D Management sold out of Southwest Gas (SWX) in Q1 2026, closing a stake of 63,798 shares — an estimated $5.11M sold.

13D Management first reported a position in SWX in Q3 2022 and held it in 14 quarters. The position peaked at $9.72M in Q3 2024. 398 funds tracked by Wall St. Rank hold SWX as of Q1 2026.

  • 13D Management reported no remaining Southwest Gas position as of Q1 2026 after selling out during the quarter.
  • 13D Management sold 63,798 Southwest Gas shares in Q1 2026, an estimated $5.11M.
  • 13D Management first reported a position in Southwest Gas in Q3 2022 and held it in 14 quarters.
  • 13D Management's Southwest Gas position peaked at $9.72M in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.

Based on 13D Management's 13F filing for Q1 2026, filed 15 May 2026.