Superior Planning, LLC’s Southwest Gas SWX Stock Holding History

Superior Planning, LLC’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 Q3	$16.7K	Buy	+205	New	+$18.3K	0.01%	758

Other funds holding SWX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Superior Planning, LLC's SWX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Southwest Gas (SWX) in Q3 2026: 205 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings.

273 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

Superior Planning, LLC held 205 shares of Southwest Gas worth $16.7K as of Q3 2026.
Southwest Gas was a new Superior Planning, LLC position in Q3 2026.
Southwest Gas made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #758 holding.
273 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.