Rothwell Investment Advisors, LLC’s Southwest Gas SWX Stock Holding History

Rothwell Investment Advisors, 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	$7.17K	Buy	+88	New	+$7.85K	﹤0.01%	835

Other funds holding SWX

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

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SWX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Southwest Gas (SWX) in Q3 2026: 88 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings.

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

Rothwell Investment Advisors, LLC held 88 shares of Southwest Gas worth $7.17K as of Q3 2026.
Southwest Gas was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Southwest Gas made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #835 holding.
175 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.