Abel Hall LLC
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Abel Hall LLC’s Southwest Gas SWX Stock Holding History

Abel Hall 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 		– Sell
-2,267
Closed -$201K – 1026
2026
Q2 		$201K Buy
+2,267
New +$203K 0.03% 742
2026
Q1 		– Sell
-3,057
Closed -$245K – 963
2025
Q4 		$245K Buy
+3,057
New +$245K 0.06% 442

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Dimensional Fund Advisors
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Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Abel Hall LLC's SWX Position: Q3 2026 in Review

Abel Hall LLC sold out of Southwest Gas (SWX) in Q3 2026, closing a stake of 2,267 shares — an estimated $201K sold.

Abel Hall LLC first reported a position in SWX in Q4 2025 and held it in 2 quarters. The position peaked at $245K in Q4 2025. 175 funds tracked by Wall St. Rank hold SWX as of Q3 2026.

  • Abel Hall LLC reported no remaining Southwest Gas position as of Q3 2026 after selling out during the quarter.
  • Abel Hall LLC sold 2,267 Southwest Gas shares in Q3 2026, an estimated $201K.
  • Abel Hall LLC first reported a position in Southwest Gas in Q4 2025 and held it in 2 quarters.
  • Abel Hall LLC's Southwest Gas position peaked at $245K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Southwest Gas as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.