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AE Wealth Management’s Southwest Gas SWX Stock Holding History

AE Wealth 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
Q2 		$429K Buy
4,839
+493
+11% +$44.1K ﹤0.01% 1298
2026
Q1 		$378K Buy
4,346
+1,039
+31% +$88.6K ﹤0.01% 1254
2025
Q4 		$265K Buy
3,307
+303
+10% +$24.3K ﹤0.01% 1379
2025
Q3 		$235K Sell
3,004
-212
-7% -$16.5K ﹤0.01% 1315
2025
Q2 		$239K Sell
3,216
-642
-17% -$46.3K ﹤0.01% 1225
2025
Q1 		$277K Sell
3,858
-35
-0.9% -$2.59K ﹤0.01% 1125
2024
Q4 		$275K Buy
+3,893
New +$289K ﹤0.01% 1138

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

AE Wealth Management's SWX Position: Q2 2026 in Review

AE Wealth Management increased its Southwest Gas (SWX) stake by 11% in Q2 2026, buying an estimated $44.1K and bringing the position to 4,839 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

AE Wealth Management first reported a position in SWX in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • AE Wealth Management held 4,839 shares of Southwest Gas worth $429K as of Q2 2026.
  • AE Wealth Management bought 493 Southwest Gas shares in Q2 2026, an estimated $44.1K.
  • Southwest Gas made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1298 holding.
  • AE Wealth Management first reported a position in Southwest Gas in Q4 2024 and has held it in 7 quarters since.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.